Skip to content

Generating Membership Reports

This guide explains how to generate membership reports in CiviCRM to view details about your organization's members.

1. Log in to the WordPress Admin Dashboard

First, Login to the WordPress Admin Dashboard.

2. Access CiviCRM

  • In the WordPress admin sidebar, click on CiviCRM to open the CiviCRM dashboard.

3. Generate a Membership Details Report

  1. Go to CiviCRM → Reports → Membership Reports → Membership Details. Detail Report
  2. Use the filters to select the membership types, statuses, or date ranges you want to report on.
  3. Click Preview Report to view the results.

  4. At the bottom left, there are Actions. You can export the report as a CSV or PDF for further analysis or sharing.

    Detail Report

4. Lapsed Memberships Report

  • The Lapsed Memberships report (found in the same menu) helps you identify members whose memberships have expired, so you can follow up or send renewal reminders.