Kavi Help CenterKavi® Members Help
| Chapter 48. Individual Membership Report | ||
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Part VII. Kavi Members Reports | 
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Table of Contents
The Individual Membership Report tool is used to create customized views and reports of individual membership type and state information according to search criteria input by a report admin. The online report will list all individuals with membership attributes meeting the search criteria. Download the report to view all available memberhip data for these individuals.
Generate a real-time membership report for one or more individuals.
Generate a report that lists all individuals whose memberships start or expire on a given date.
Generate a report that lists all individuals having a specific membership type or state, such as all memberships pending moderation.
Generate a downloadable or print-ready report of this information.
Set any of the optional fields to refine the search criteria. To view all available individual membership information, leave the search fields set to the default values.
Options
- User
Select the user whose membership information you want to see, or 'Any User' to list memberships for all users who meet the search criteria.
- Membership Type
Set this value to search for users 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 users having a specific Membership State. This can include any one of several default states, or one specific to the organization. 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.
A Individual Membership Report is displayed according to the search criteria you provided. The same username may appear in multiple rows if the individual has more than one membership under this username. 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.
- renewed_with
If the membership was renewed, this is the membership type of the new membership.
- last_modified
The date of the most recent change of this membership information.
- 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.
- 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.
- activation_date
The day on which this membership account was activated (i.e., the date on which the membership state became 'current').
- source
The origination of the membership; either 'new' or 'renewal'.
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
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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).
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| Chapter 47. User Addresses |  |
Chapter 49. Company Data Report |