How to Create a Custom List of Members

You can create a custom list of members from the Member List page.

1. Click to display the Member List page.
2. If you manage multiple organizations, select the desired organization from the Organization list.
3. Select the members you want to include in your list. Choose one of the following methods:

• Individually select the names members from the Member List page. (Use the page buttons to advance through the list.)

• Apply the basic or advanced filter to the Member List page to narrow down your list to a select group of members.

For help using the filters, see How to Filter Records.

4. From the Quick Reports menu, select Member List:

The list of members is displayed in the Report Viewer.

5. To print or save the list, see How to Print, View, and Save Reports.

Related Topics

About the Member List Page

How to Print, View, and Save Reports

How to Filter Records

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