Option 1: Create a Membership Smart Query
If you're looking to see members who expire within a specific time frame, you can create a Membership Smart Query. This is a great tool if you're building a Daily Sales notification. (See our related solution: I need to add a notification for a group of records)
  1. Go to Analysis > Information Library 
  2. Click Add a smart query 
  3. Under Select Smart Query definitions, select the definition of Membership Smart Query and click OK. 
  4. Under Membership program, select what membership program you'd like to include in your smart query. To include all programs, leave this blank.
  5. Under Membership level, select what membership level you'd like to include in your smart query. To include all levels, leave this blank. 
  6. Check the box the Limit to memberships where the current month is and select the time frame you need for your query. Here is an example: User-added image
  7. Click the Results tab to verify your results. 
  8. On the Set save options tab, name your query. 
  9. If you're using the query in another area (for example, a mailing or a notification), check the box to Create a Selection. 
  10. Click Save. 
Option 2: Create an Ad-hoc Query 
If you'd like to customize the criteria more, you can also pull a similar group of members into an ad-hoc query. 
  1. Go to Analysis > Information Library 
  2. Click Add an ad-hoc query 
  3. Select the source view of Constituents and click OK. Note: A membership source view may also be used, but if you're using this list for a mailing or for a Daily Sales notification, a constituent query will be required. 
  4. From the left column (Browse for Fields in), expand Member. From the middle column, drag "Is dropped" into Include Records Where. Set this to be equal to No. This will eliminate any members who have been removed from a membership from your results.
  5. In the left column beneath where you expanded Member, highlight Membership. In the middle column, drag Expiration Date to Include Records Where. Set this to be equal to the time frame you're looking for. For example, if you're looking for anyone who expires this month or next month, you might set this filter up like this: User-added image
  6. (Optional) If you'd like to filter on only a specific Membership Program, from the middle column, drag Membership Program into Include Records Where. Set this to be equal to your membership program. 
  7. (Optional) If you'd like to filter on only specific levels, from the middle column, drag Membership Level into Include Records Where. Set this to be equal to or one of your membership levels. 
  8. Drag any additional information you'd like displayed about your members and their membership to Results Fields to Display. Your final query might look like this:  User-added image
  9. On the Set save options, name your query. 
  10. If you're using the query in another area (for example, a mailing or a notification), check the box to Create a Selection. 
  11. Click Save and close.