When it comes to reports and groups, it's rare that two organizations are exactly alike. That said, there are a few tips and tricks that everyone could use!

In this article:

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

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.

Membership Status: 

Only people:

Only companies:

Members in a certain member type:

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."

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

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. How many people live in either California OR Florida? Tens of millions of people.

To find records that have a shipping address 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.

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).
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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 Is A Person > Yes

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."

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

Condition:

Column to Display:

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:

When segmenting members using groups, occasionally Association Admins should be included in the group as well. There's a condition for that!

In the example above, the group includes Current or Inheriting members as well as Association Admins (another option is to include Limited Association Admins).