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Let me show you our List Builder tool. It's brilliant for both reporting and segmentation.

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You can create detailed lists using any data in your system, making it really powerful for tracking and organising your membership. For example, you might want to find members who've recently completed courses or have reached accreditation milestones, those who've earned 50 points towards their program, and everyone who gave you top marks in your latest survey.

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You can also find profile based information like dietary requirements, recent interactions with your office, and location details like finding everyone in Wellington or the South Island, or financial information such as members who've paid their renewal invoice and those with outstanding payments and even event participation information like AGM attendees and webinar participants. You can also track career progression by creating lists of members in specific roles, like office managers or senior librarians.

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Once you've set up your lists with folks, generates a neat report with all of your results and you can choose which columns to display. If you need to do something with that data, you can export it or create mail merge documents right there using our Word integration.