To construct a membership query

  1. From the top of an Administrator page, click Data Management > Query.

  2. From the top of the page, click Create a new Query.

  3. Provide the following information for the new query:

    • Name

    • Description

    • Security Category

  4. Click Save.

  5. On the Query Details page, set up your query to run based on:

    • Membership by Field Type and Field, click the option and then:

      1. For Field Type, select Membership.

      2. For Field, select one of the following:

        • Expiration

        • Last Renewal

        • Member Since

        • Membership Type

        • Status

      3. Click Add.

      4. In the pop-up, select the specific parameters for the query.

      5. Click Save to return to the Query Details page.

    • Groups, click the option and then:

      1. Select the Group Type from the drop-down list (for example, Donation or Membership).

      2. Select the specific member Group from the second drop-down list (for example, Platinum).

      3. Click Add.

      4. In the pop-up, select the parameters for the query (for example, s a member of" the Platinum group).

      5. Click Save to return to the Query Details page.

  6. Complete your query.

  7. Save and run the query according to your business practices.