There are two ways you can complete this request in Altru:

Option 1: Export Process
If you need more than two member names on one line, we recommend building an export process to generate this list. You will need to configure three things for your export process: 

  1. A Selection of Memberships you'd like to pull members for. This is a query you'll build and save as a selection. You can pull any query as long as it as a membership source view. For example: 
    1. Go to Analysis > Information Library 
    2. Click Add a Smart Query 
    3. Select the Source View of Membership Smart Query
    4. Choose the Membership Program, Membership Level, and/or Status you'd like to pull details for. 
    5. On the Set save options tab, name your query and check the box to save as a selection. 
  2. An Export Definition. The export definition will be configured to pull the members on the membership. Here are the instructions: 
    1. Go to Administration > Export Definitions
    2. Click Add to add a new Export Definition
    3. Select the source view of Memberships 
    4. To add a column for the Primary Member: From the left column, expand Member, then highlight constituent. From the middle column, drag Name to Selected Fields. 
    5. You should see an Export criteria window pop. Under Number to export, select 1. Under filter, choose Selected Member. Drag Primary Member from the left to "Include records where." Set this to be equal to Yes. This will pull the primary member's name only. 
    6. To add columns for the Secondary Members: In the far right column (Selected Fields), make sure that Memberships at the top is highlighted. This is an essential step so that your export criteria window pops again. Next, drag Name again from the middle column to Selected Fields. 
    7. When the Export criteria window pops, under Number to export, enter the maximum number of secondary members you'd like to export. Under Filter, choose Selected members and drag Primary Member to Include records where. Set this to be equal to No, so that Altru pulls the non-primary members. Next, drag Is dropped to Include records where. Set this to be equal to No. This field will eliminate any member who was once on the membership, but is no longer. 
    8. We also recommend renaming the nodes to reflect that one column is for your primary members and the others are for your secondary members. Here is an example of how the final product might look:                       Export Definition Example - Member Names
    9. On the Column order tab, rearrange column orders according to your preference. 
    10. On the Set order for rows tab, choose how you'd like the records to be sorted if desired. 
    11. On the Set save options tab, name your export definition and save. 
  3. An Export Process. Your export process will combine your selection and your export definition to provide you with a final spreadsheet of information. 
    1. Go to Administration > Export
    2. Click Add to add a new Export Process
    3. Name your export process and add a description if desired.
    4. Under Export Type, choose Export Definition
    5. Under selection, choose the query selection 
    6. Under export definition, choose the export definition 
    7. Click Save
    8. Click Start Process to generate your list Note: Any time you'd like to refresh the list, you will need to click Start Process to run the export process again. 
    9. Here is an example of how a final list might look:                                  Member Names on one Row
Option 2: Query Filters
If you have a simple query (for example: looking for memberships with transactions between certain date ranges, looking for membership cards about to be printed, or members with a certain status), you can also add additional query filters and fields to get the Primary Member in one column and the Secondary Member in another column. This method will create duplicate rows if  you have more than two members on a membership. 
  1. Go to Analysis > Information Library 
  2. Click Add an ad-hoc query 
  3. Select the source view of memberships and click Ok. 
  4. Next, apply the appropriate filters to your query to isolate the memberships you are looking for. 
  5. First we will add the Primary Member Name:
    1. From the left column, highlight Members. In the middle, drag Is primary? to Include records where. Set this to be equal to Yes. 
    2. Next, in the left column, expand the Member node you highlighted in the previous step, then highlight Constituent. From the middle column, drag Name to Results fields to display. If desired, click the pencil icon to rename this field "Primary Member."User-added image
  6. Next, we will add the name for the secondary member: 
    1. In the left column, where Members should still be expanded, expand Membership, then expand Members, then highlight Constituent. From the middle column, drag Name to Results fields to display. Your field should appear like this: Members\Membership\Members\Constituent\Name. If desired, click the pencil icon to rename this field "Secondary Member." User-added image
    2. Drag the same Name field from the previous step to Include records where. When the Apply Criteria window pops, select "Not equal to" in the first drop down, then select Output field. In the second drop down, select "Members\Constituent\Name" the field we added to display the primary member name. Your Apply criteria box should look like this one: User-added image
  7. When you click Preview Results, your results will look similar to these. Note how there is one line per membership and the Primary Member and Secondary Member are listed in separate columns: User-added image