The Member Activity Report is a powerful tool that allows you to isolate specific member records using filters, select the columns (fields) that appear in the report, save those settings for easy reuse, and export the resulting data to a CSV file for detailed analysis.
Contents:
- Accessing the Member Activity Report
- Filtering your data.
- Selecting Report Columns (Fields)
- Managing Preferences (Saved Settings)
- Exporting your Report
1. Accessing the Member Activity Report
Step 1: Navigate to the main Reports page
Step 2: Click the Show Member Activity Report to launch the reporting interface.
2. Filtering Your Data
This section allows you to define exactly which member records are included in your report.
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Step 1: Create a Filter [Screenshot of the filter section from the attached image]
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In the Field dropdown, select the specific data attribute you want to filter (e.g., "Name," "Status").
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In the Type dropdown, choose the comparison operator (e.g., "=", ">", "contains").
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In the Value box, enter the criteria (e.g., "Active" or a specific name).
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Click the Create Filter button to apply the rule.
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Step 2: Review Applied Filters
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The box below the filter creation area displays your currently active filters (e.g., "Name" and "Status").
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Click the "X" next to any filter to remove it.
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3. Selecting Report Columns (Fields)
This crucial step defines the data fields that will appear as columns in your final exported report.
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Customizing the Output: Look for a section, usually labeled "Fields," "Columns," or "Output Selection," which contains an input box similar to the one shown in your second image: .
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Adding a Column: Click into the field selection box and begin typing the name of the column you want to add (e.g., "Email," "Program," "Belt Size"). Select the field from the dropdown list.
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Managing Selected Columns: Each selected field appears as a tag (like Name and Status). To remove a field from the report, click the "X" next to its tag. Only the fields selected here will be included in the final CSV file.
4. Managing Preferences (Saved Settings)
You can save your current filter and column selections as a preference for quick loading.
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Creating a New Preference:
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Enter a name in the New Preference Name box.
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Click Create Preference to save the current filter and column settings.
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Loading/Deleting an Existing Preference:
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Use the Select Preference dropdown to load any previously saved set instantly.
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To remove a saved preference, select it from the dropdown and click Delete.
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5. Exporting Your Report
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Download Data As CSV: Click this button to export the filtered data, containing only your selected columns, into a Comma Separated Values (CSV) file.
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Load Member Notes: (If applicable) Use this button to fetch and include specific notes associated with the filtered members.
**Tip:**
Avoid using special characters in search values to prevent errors in filtering or exporting data. Always double‑check your applied filters before exporting.
Conclusion:
You now know how to access reports, apply filters, save your preferences, and export your data. This helps you manage your school’s activity more efficiently and generate the insights you need.
FAQs:
Q1: Why is my exported CSV empty?
A1: Check if your applied filters are too narrow or conflicting. Try removing filters or adjusting values.
Q2: Can I save multiple preferences?
A2: Yes, you can create as many saved preferences as you need.
Related Articles:
- Understanding the GB Members Dashboard
- How To | View Bambora Merchant Reports
- How To | Download Raw Data for Attendance
Need Assistance?
For further assistance or clarifications, please contact software@graciebarra.com or chat with us directly in GB Members. You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation
For non-software related inquiries about your GB School, reach out to support@graciebarra.com
Additional Training Resources: While we are still building out this Help Center, you can find additional information within this user guide to help you easily navigate the software. There are also more screen-recorded videos in this Google Drive.
Feedback and Feature Requests:
We value your feedback and suggestions. Please fill out this form if you have any feature requests or improvements. Your opinion is crucial in enhancing our services. https://graciebarra.link/crm-feature-request