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Download a Member Report

When you want to review a Member’s entire invoicing, Wallet transaction, payment, Ticketing System, Violations, and voting history, download a Member Report for a comprehensive, section-by-section itemization, depending on which features are available to your community.

  1. Click on the “Membership” tab in the vertical Admin Dashboard. Click on the “Members” tab.
  2. In the “MEMBERS” window that opens, locate the Member for whom you want a report. (For information on how to search for specific Members within the overall Member listing, see the “Filter the Member List” topic in these instructions.)
  3. In the “ACTIONS” column, click on the three-dots menu and select “Download Member Report.”
    • Depending on which browser you use and how you have set it up, the report either will open in an adjacent browser tab or provide you with a file download dialog box so you can determine where to save the document.
    • This report contains individual sections for dues, payment history, Wallet transaction history, Ticketing System submissions, Violations assigned, and voting/survey history.
    • The file includes a set of clickable bookmarks to provide immediate access directly to each section or item in the report.