1. From Analysis, click Information Library
  2. Click Add a new Ad-hoc Query
  3. Select the record type of Membership
  4. Highlight Membership in the list of Source views and click OK.
Use the following instructions for your filters on the Select filter and output fields tab:
  1. Under Browse for fields in, highlight Membership Transaction. In the middle column "Select Membership Transaction fields" drag Action to "Include records where." Set the action to be one of Join, Renew, Upgrade, Downgrade, Rejoin. Here is an example of how the field will look under "Include records where" Membership Transaction\Action is one of Join, Renew, Upgrade Downgrade, Rejoin
  2. Under Browse for fields in, highlight Members. In the middle column "Select Members fields" drag Primary member to "Include records where." Select Equal to Yes. Your field will look like this: Members\Primary Member is equal to Yes.
  3. Use this field if you are examining membership transactions within a certain date: Under Browse for fields in, highlight Membership Transaction. In the middle column "Select Membership Transaction fields" drag Transaction date to "Include records where." Your field will look like this: Membership Transaction\Transaction date between 1/1/2013 and 12/31/13 
  4. Use this field if you want to exclude fully refunded transactions: Under Browse for fields in, expand Membership Transaction, expand Revenue Application, Expand Revenue Details, highlight Sales Order. In the middle column "Select Sales Order fields" drag Refund status text to "Include records where." Select Not Equal To Fully Refunded. Make sure the box is checked to Include Blanks. Your field will look like this: Membership Transaction\Revenue Application\Revenue Details\Sales Order\Refund Status text is not equal to Fully Refunded or is blank. 
Use the following instructions for your output on the Select filter and output fields tab:
  1. To display the Membership ID, under Browse for fields in, highlight Memberships at the top. In the middle column, "Select Memberships fields" drag Membership ID to "Results fields to display" Your field should appear like this: Membership ID
  2. To display the Member's name, under Browse for fields in, expand Members and under that highlight Constituent. In the middle column, drag Name to the "Results fields to display." Your field should appear like this: Members\Constituent\Name
  3. To display the transaction date, under Browse for fields in, highlight  Membership Transaction and in the middle column, drag transaction date to the "Results fields to display." Your field should appear like this: Membership Transaction\Transaction date
  4. Use this field to return the amount of the membership. This field excludes any other item (such as an additional donation or a ticket purchase) that may be on the same transaction. Under Browse for fields in, expand Membership Transaction and highlight Revenue Application. In the middle column, drag Amount to Results fields to display. Your field should appear like this: Membership Transaction\Revenue Application\Amount
  5. To display other membership information such as Membership Level, under Browse for fields in, highlight Memberships at the top. In the middle column, drag any other applicable membership information to "Results fields to display."
  6. Use this field, if you would like to include refunded amounts in your query: Under Browse for fields in, expand Membership Transaction, expand Revenue Application, expand Revenue Details, and highlight Sales Order. In the middle column "Select Sales Order fields" drag Refund status text to Results fields to display. Then, under Browse for fields in, expand Sales Order and highlight Refunds. Drag Amount to Results fields to display. Your fields will appear like this:  Membership Transactions\Revenue Application\Revenue Details\Sales Order\Refund status text and Membership Transaction\Revenue Application\Revenue Details\Sales Order\Refunds\Amount
  7. Use this field if you want to include Promotion Amount (if anyone used a membership promotion and you want to exclude this from your totals). Under Browse for fields in, expand Membership Transaction, expand Revenue Application, expand Revenue Details, expand Sales Order, expand Sales Order Item, highlight Sales Order Item Promotion. From the middle column, drag Amount to Results fields to display. Your field will look like this:  Membership Transaction\Revenue Application\Revenue Details\Sales Order\Sales Order Item\Sales Order Item Membership Item Promotion\Amount.