Understanding the Member Requests Report

The Member Requests Report allows you to review membership requests submitted by members, including Suspension Requests and Cancellation Requests.

The report can be used to check when a request was submitted, its current status, the requested action date and who actioned the request.

Navigate to:

Reports > General > Member Requests

Filtering the Report

Use the filters at the top of the report to narrow the results.

Date Range

Select the date range you want to review.

Type

Use the Type filter to select the type of member request.

Available options include:

• ALL
• Suspension Request
• Cancellation Request

Status

Use the Status filter to select the request status.

Available options include:

• ALL
• Approved
• Cancelled
• No Action

Select View Report to apply your filters.

Understanding the Report

The Member Requests Report displays:

Name
Displays the member's name and member number. Select the member name to open their member record.

Mobile
Displays the member's mobile number.

Email
Displays the member's email address.

Membership Type
Displays the membership type associated with the member.

Status
Displays the current status of the request, such as Approved.

Request Type
Identifies whether the request relates to a Suspension or Cancellation.

Submitted On
Displays the date the request was submitted.

Actioned Request Date
Displays the requested date associated with the action.

Actioned By
Displays the staff member who actioned the request.

Actioned On
Displays the date the request was actioned.

Record Count

The Record Count displayed at the bottom of the report shows the total number of requests returned using your selected filters.

Downloading the Report

Select the Download icon in the top-right corner to export the report information.

Contacting Members from the Report

The Email and SMS icons in the top-right corner can be used to communicate with members returned in the report.

Apply the required filters first so that the communication is directed to the appropriate members.

Common Uses

The Member Requests Report can be used to:

• review member Suspension Requests
• review member Cancellation Requests
• identify requests that have been approved
• identify cancelled requests
• identify requests with No Action
• check when a request was submitted
• review the requested action date
• see which staff member actioned a request
• confirm when the request was actioned
• download request information for further review