Kavi® Members Help

Chapter 51. Company Membership Report

Overview

The Company Membership Report tool is used to create customized views and reports of company membership type and state information according to search criteria input by a report admin. The online report will list all companies with membership attributes meeting the search criteria. Download the report to view all available memberhip data for these companies.

For more information on membership state, see Workflow.

Use the Company Membership Report page to:

  • Generate a real-time membership report for one or more companies.

  • Generate a report that lists all companies whose memberships start or expire on a given date.

  • Generate a report that lists all companies having a specific membership type or state, such as all memberships pending moderation.

  • Generate a downloadable or print-ready report of this information.

Back to top

How to use the Company Membership Report tool

Search

Set any of the optional fields to refine the search criteria. To view all available company membership information, leave the search fields set to the default values.

Options

Company

Select the company whose membership information you want to see, or 'Any Company' to list memberships for all companies that meet the search criteria.

Membership Type

Set this value to search for companies having a specific Membership Type. If set to 'Any Membership Type', all available membership types will be displayed.

Membership State

Set this value to search for companies having a specific Membership State. If set to 'Any Membership State', all available membership states will be displayed.

Start Date

Use this set of fields to set a date and select whether you want the report to include memberships whose start date is exactly this date, before this date or after this date.

Expiration Date

Use this set of fields to set a date and select whether you want the report to include memberships whose expiration date is exactly this date, before this date or after this date.

Done

A Company Membership Report is displayed according to the search criteria you provided. The same company may appear in more than one row in the report if the company has multiple memberships. Download the report to view all available memberhip data. Each column heading shows the name of a field as it is recorded in the database. Most field names are similar to the labels seen on Kavi Members pages.

Fields that may not be familiar from Members pages include:

state

The status of this membership. See Membership Workflow Concepts.

renewed_with

If the membership was renewed, this is the membership type of the new membership.

creation_date

The day on which this membership was created. The presence of a date value in this field does not indicate whether the company is a current member or not, but only that a membership was created for this company.

activation_date

The day on which this membership account was activated (i.e., the date on which the membership state became 'current').

last_modified

The date of the most recent change of this membership information.

moderation_queue_date

The date this membership entered the moderation queue. The 'moderated_date' field will be empty if the membership is not a moderated membership type or if it has yet to enter the moderation queue.

moderated_date

The date this membership was approved. This will be blank if the membership is not a moderated membership type. Rejected memberships are automatically deleted from the system and do not appear in this report.

archived_date

The day on which this membership was archived.

source

The origination of the membership; either 'new' or 'renewal'.

Report Options

Options available on the report are:

Print-Ready

Removes the look and feel of the web site surrounding the report and scales the displayed report for printing.

Download

Select a file format and download the data in this report to a file on your computer.

Available file formats are:

Comma-Separated-Values (CSV)

File format used to transfer data from one application to another. Each record comprises one line, with values for that record separated by commas (e.g., first name, last name, email address).

Excel Spreadsheet

Spreadsheet file created by, and which can be opened and manipulated by, Microsoft Excel.

Pipe Delimited (available on most reports)

File format used to transfer data from one application to another. Each record comprises one line, with values for that record separated by pipes, (e.g., first name | last name | email address).

Back to top