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Member Report Overview and Anatomy

Member Report Overview and Anatomy

The Member Report is a downloadable PDF that organizes everything you need to review about one member: invoicing and payment history, Member and Household Wallet activity, Ticketing System tickets, violations, and non-anonymous survey/poll votes.

  • Note: some features shown in the report (e.g., Ticketing System tickets, violations) are not available in all Plan Packages, so your community may not have them.
  • The report only displays information for features your community actually uses, and only where the specific member has reportable activity.

 How to Generate a Member Report

  1. Click the Membership tab in the Admin Dashboard menu.
  2. Click the Members tab.
  3. Locate the member (use the search bar at the top of the window on a long list).
  4. In the Actions column, click the three-dots menu for that member.
  5. Select Download Member Report.

 What's Included in the Report Header / Identity Section

  • Report date — the date the report was generated.
  • Avatar, name, and status — member's photo/initials, name, and role.
  • Contact information — address, email, phone (phone and a second address line are optional).
  • Assigned tags — tags applied to the member's account; tags starting with an asterisk denote committee membership. Tags control website access and dues invoice recipients.
  • System status — active or inactive, and date of last login. "Inactive" means the member never created a password and has not logged in.
  • Custom Fields — data entered on the Member Form (by the member or an admin); visible to the member on their profile, and optionally shareable in the Member Directory.
  • Admin-Only Fields — data visible only to admins; never shown to the member or the Member Directory.
  • Households — titles of all households the member belongs to (a member with multiple lots can belong to multiple households).

 Financial Sections

  • Member Dues — outstanding member dues only (paid invoices are not shown): due date, sent date, invoice number, item name, amount.
  • [Household] Dues & Fees — same details, but for outstanding household dues; a separate section appears for each additional household.
  • Payment History — all payments (dues, one-off wallet invoices, one-time charges, amenity reservations, event registrations), including date, item type/name, amount paid, service/misc fees, and payment source (card, ACH, or wallet balance).
  • Member Wallet Transaction History — date, amount, and notes for each transaction. Negative amounts (in parentheses) are one-off invoices; positive amounts are wallet balance additions.
  • [Household] Wallet Transaction History — same as above, per household.

 Activity Sections

  • Submitted Tickets — Ticketing System submissions with date, form title, and status (Pending Review, Approved, Rejected, etc.). Premium/White Glove plan feature.
  • Violations — violation reports with date, form title, and status (Disputed, In Progress, In Violation, Pending, Closed, Completed, Dismissed, or Resolved). Premium/White Glove plan feature.
  • Voting/Survey History — votes cast on non-anonymous surveys/polls: form name, submission date, question text, and the member's answer.
    • Anonymous surveys/polls are excluded from this section to protect member privacy.