- Create a new Constituent query
- On the Criteria tab, select:
Membership - Current - Category is one of
AND Current Transaction Type one of Upgrade, Renewal, Joined
AND (Current Upgraded on Date between [date range]
OR History Renew Upgraded on Date between [date range]
OR History Rejoin Upgraded on Date between [date range])
Note: Be sure to include the parenthesis around the last three filters.
- On the Output and Sort tabs, select the appropriate fields
- Select the Results tab to view records meeting the criteria
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