Organization Roles
If you wish to use Roles to aid selection, select the Organization Role checkbox; the available roles will become appear.
Returns members matching any of the roles you specify. Increase the number of roles to widen the search (the more roles you select, the more results will be returned).
Note: Be careful when selecting roles such as Adult Member and Child Member; these both imply that the results returned will be current, fully-paid up members. Other roles do not imply that a member has a current subscription at the time of running the query.
Subscription Criteria
If you wish to specify your criteria relating to membership subscriptions, select the Subscription checkbox; the subscription criteria appears.
Members must meet all of the criteria you specify in the subscription criteria section. If any of the following criteria is not important, leave it unselected.
Membership Category: if you wish to return members of only one membership category, select the Membership Category checkbox and choose the category from the drop-down list which becomes enabled.
Start Date: to specify a start date range for the subscription, select the Start Date checkbox. The earliest and latest start date selectors become enabled. These allow you to search for all subscriptions starting between two dates e.g. from 1st March 2004 to 31st March 2004. Use the date selectors to select your dates.
If you know the exact start date of the subscription you want; enter that date in both the date selectors.
If you want to return all subscriptions starting after a certain date; enter that date in the first date selector and leave the second date selector blank.
To return all subscriptions starting before a certain date; enter that date in the second date selector and leave the first date selector blank.
End Date: the subscription end date criteria works in the same way as the start date criteria. Use the date selectors to specify that only members with subscriptions ending between two dates will be returned.
Paid?: if you wish to return only paid for or not paid for subscriptions, select the Paid? checkbox and "Yes" or "No" from the drop-down list. Note: the database often holds pending subscriptions and subscriptions that were never taken up, specify Paid? to distinguish these from activated subscriptions.
Extended?: works in the same way as Paid? but Extended only applies to "Temp" subscriptions. Use this to return Temp subscriptions that were or were not extended to full subscriptions. Note: if you have specified a membership category that was not a temporary type and you specify Extended=Yes then you will have no results.
Membership Card?: works in the same way as Paid?. Membership Card=Yes means that a membership card has already been produced for that subscription. To return all subscriptions for which there has not been a membership card select Membership Card=No.
NOT Membership Category: to exclude subscriptions matching a particular membership category, select the NOT Membership Category checkbox and choose the category from the drop-down list which becomes enabled. Note: remember some members may have a history of subscriptions of various categories.
Personal Details
If you wish to specify your criteria relating to personal details, select the Personal Details checkbox; the criteria appears.
Members must meet all of the criteria you specify in the Personal Details section.
Gender: If you wish to specify what gender to to return, select the Gender checkbox and specify from the drop-down list that becomes enabled.
DOB (Date of Birth): the DOB criteria works in the same way as the subscription start date criteria. Use the date selectors to specify that only members with DOB between your two dates will be returned.
Include users with blank DOB?: As not all members are required to provide a DOB, there may be members with no DOB in the database. Check the box if you wish to return these users as well as those that match your DOB criteria.
Registration Date: This also works that same way as subscription start date. The Regsitration Date is the date when a user registered on the database, a user may have a registration date but no paid subscriptions. Those members present on the database since its inception will have a registration date equal to the database inception date.
Coaching Credit?: A coaching credit may be awarded to a member that was entitled to a free coaching course but has not yet received it. To return all members with a coaching credit select Coaching Credit=Yes.
Do Not Email?: Do Not Email=Yes for those members that have opted out of the organization's email distribution lists. If you wish to return only members that are happy to be on the email lists select Do Not Email=No.
Deceased?: If you wish to return only members that are not deceased, select the Deceased? checkbox and "No" from the drop-down list which becomes enabled.
Search Expression
Check the Search Expression checkbox if you wish to search on a particular word, part-word or phrase; the Search Expression textbox appears.
The search expression you enter into the box is used to match all or part of Forename, Surname, Forename Surname, Home Phone, Mobile Phone, Business Phone, Email1 and Email2.
Examples