Membership Update Report Advice

Former Member
Former Member $organization

Hi all,

I'm looking for some advice about the start date parameter for the Membership Update Report.  We have our report scheduled to run once a month at the beginning of the month.  So, this month, the report ran on 2/2/10 with a start date of 1/2/10 and an end date of 2/2/10.

The problem we are having is this: if a member renews late, the membership update report is not picking them up and moving them to current.  We had a member with an initiation date in October who renewed in January.  The February run of the report did not update her record.

In our TEST system, I was able to fix this issue by widening the date range to an entire year.  Even though it didn't appear to create any problems in TEST, I'm hesitant to take this step in LIVE without some further input.

Has anyone run into an issue like this?

Does anyone run their Membership Update Report monthly with a year-long date range?

I look forward to hearing your thoughts!

Parents
  • Mara,

    Our memberships all start on the first day of the month and expire on the last day off the month.  Our report runs on the last day of the month with a start date of 01/01/1990 and an end date of DayRunDate +2.  We've been running it like this for 3 years without any problems.

    Dale

Reply
  • Mara,

    Our memberships all start on the first day of the month and expire on the last day off the month.  Our report runs on the last day of the month with a start date of 01/01/1990 and an end date of DayRunDate +2.  We've been running it like this for 3 years without any problems.

    Dale

Children
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