When it comes to reports and groups, it's rare that two organizations are exactly alike. That said, we have found that there are a few tips and tricks that everyone could use. I'll keep this page updated, so please check back for new tips... and don't hesitate to click on that blue button & ask any questions.

Tips & Tricks:

Conditions may look similar, but they each serve a different purpose

Pay close attention to the conditions you are pulling in your reports.

For example, you might want to pull a condition for Member Type Name (Member Type Info > Name), but pull the condition of the record name instead (General Info > Name). Of course, these may look similar, but they are very different, so just double check what you are pulling.

Keep in mind that you can type in keywords to search for conditions when creating reports. You don't have to scroll through the hundreds of conditions to find what you need. Once you start typing, the list will start filtering. 

A Few Commonly Used Conditions and Their Purpose:

Pulling Specific Types of Records

Based on Membership Status: 

  • In Reports, use the General Info > Membership Status condition to pull any of the following: Current, Expired, Prospect, Non-Member, Inheriting, Pending, Grace Period.
  • In Groups, Pending is not an option for membership status. Inheriting can be a condition, or it can also be accomplished under the Group Beneficiaries settings.

If you're NOT using the Membership Status condition, you'll want to use this:

  • Active in QuickBooks Online = Yes - Use to remove any records marked as "deleted" from your reports

The member status condition automatically accounts for this.

Active Members:

  • In Reports, to add a condition that will pull your active members, use the General Info > Membership Status = Current condition.
  • Only people: First name is Not Null
  • Only companies: First name is Null
  • Members in a certain member type: Member Type > Name 

Groups Based on Subscriptions

If you're creating groups based on those who have purchased a subscription, you'll want the condition to be: 

Subscription Expiration - Days Ago = Less Than = 0

This will ensure that you only get those who have subscribed, and not the rest of the membership.

Keep in mind for regular products, the condition is just "has purchased" or "has not purchased."

AND vs OR Conditions

The easiest way to think about AND vs OR is to ask this question: Which group is larger:

  • The people who live in California AND Florida
  • The people who live in California OR Florida

At first glance, you may have said there are more people who live in California AND Florida. But think about it... how many people live in both places? Probably not that many. Now, how many people live in either California OR Florida? Tens of millions of people.

Members in a Certain State

To find records that have a shipping state in a specific state, you'll want to create a condition group with the conditions below. Make sure to set it to "OR." This will account for records that meet either condition.

People Who Work for Member Companies

  1. To pull a list of people who work for a member company, you will want to use parent conditions to identify the fact that you're looking for children records where the parent record meets certain conditions (See #1 Below). 
  2. You might also want to add conditions for the children (See #2 Below). 
  3. Finally, you can pull only people by setting the condition of If Person > First Name is not null, meaning it exists (See #3 Below).

Setting Conditions for Drop-Down Values

If your goal is to find records that have a particular value from a custom field drop-down menu (set of options), you'll want to use the "contains" condition instead of "equals."

Parent Custom Fields

Custom field values from a parent's record can be used as conditions and/or display columns in custom membership reports.

To add a field like this to your report conditions and/or display columns, click in the field and start typing "parent custom field" - this will filter the drop-down options so you can easily find the field you need.

Examples:

  • Display Column: Pull a list of people or sub-companies and include a custom field value from the parent's record in the report (e.g. Unit Count or NAA ID).
  • Report Condition: Pull a list of people or sub-companies based on a condition for the parent's custom field value (e.g. Annual Income or Region).

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