Filter scoping - Create "Membership is _ and status is _"

When you use the filter criteria "Membership is _" and "Membership status is _" in conjunction with one another, both all of the memberships of that type as well as all of the memberships of that status populate. This prevents users from being able to use the filter tool to pull up only members with a certain status for any given membership type.

The workaround is to use the "Membership types" page to export data with accurate numbers by status. However, users with custom permission sets may not have access to their nation's Settings tab and are thus prevented from utilizing this workaround.


UPDATE 2/9/17: We have learned that this issue is related to the status of the membership. For example, if you use the filter here: 

Membership_Status_Filter.png

 

The filter will show results for profiles that contain the membership "Cooktastical Cook" and any other membership marked with a status of "Active". Example, this user shows up with the above filter:

Memberships_in_profile.png


The image above shows that the specific membership of "Cooktastical Cook" is expired, but in general, the profile does meet the criteria because it has a membership status of active (for the Party Princess membership in this case).

completed

Update 1/18 

This filter has been added with additional criteria to also search if a Membership 'is not' of a certain type. Start typing Membership with status into your search criteria and check it out!


Update 11/29 - super excited to announce we are working on this!

There are some more details to iron out but right now we have added the ability to filter for membership and status at the same time!

Here is an example of stats in my membership page:

Screen_Shot_2017-11-30_at_12.50.48_PM.png

And the filter (they match!):

Screen_Shot_2017-11-30_at_1.22.11_PM.png

 

- please make sure both people and organizations are pushed if your numbers don't match!

- If you get to the filter from the membership page in settings and then press 'filter' again you will get an error - we are addressing this.

More to come!


This is something we will consider but does not have a timeline at the moment.

However we are paying close attention to the most popular suggestions so please share and encourage others to follow and comment!

Another similar suggestion for filter scoping is 'date range filter for donations' is also worth following! 

A potential alternative option would be to use the "Membership types" page to export data with accurate numbers by status. As a fair warning, users with custom permission sets may not have access to their nation's Settings tab and may be prevented from utilizing this workaround.

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