To look at only the most recent membership transaction:
  1. Create a new constituent query 
  2. On the Criteria tab, select Membership, Current, Expires On [select the appropriate operator and value]


To look at all membership transactions:

  1. Create a new constituent query 
  2. On the Criteria tab, select Membership, History, Expires On [select the appropriate operator and value] 


To find constituents whose memberships expired and were not renewed:

  1. Create a constituent query 
  2. On the Criteria tab, select Membership, Current, Expires Date less than [today's date] 


To find constituents whose memberships expired and were renewed:

  1. Create a constituent query 
  2. On the Criteria tab, select:
    Membership, Current, Expires On greater than or equal to [today's date]
    AND Membership, Current, Transaction Type one of Renewed, Rejoined, Upgraded, Downgraded 


To find constituents whose memberships expired and were renewed in a specific date range:

  1. Create a constituent query (Query A). On the Criteria tab, select Membership, History, Expires on between [the date range]
  2. Create a constituent query (Query B). On the Criteria tab, select:
    Membership, History, All Rejoined On Dates between [the date range]
    OR Membership, History, All Renewed On Dates between [the date range]
  3. Merge Queries A and B using the AND operator. The order of the queries does not matter. This results in Query C.
  4. Create a constituent query (Query D). On the Criteria tab, select:
    Membership, History, Expires on between [the date range]
    AND (Membership, Current, All Rejoined On Dates between [the date range]
    OR Membership, Current, All Renewed On Dates between [the date range])
    Note: Be sure to place parenthesis around the second and third filter. 
  5. Merge Queries C and D using the OR operator. The order of the queries does not matter. This results in Query E, the final query, which shows all constituents who have expired in a specific date range and renewed in a specific date range.