Promotions Report
Narrow the results
Filter by program, current level, next level, or Eligible by to focus the
list. Check the program’s requirements and the membership’s supporting
attendance or other criteria before promoting. Eligibility depends on the
requirements configured for that program.
Eligible by compares your selected date with the Next Promotion Date
shown in the report. It does not apply the minimum-class requirement, so
review the Classes column separately before promoting. Without a cutoff,
both date and class requirements must be met.
For levels tied to a grading, the date
uses the grading window and roll-over rules. An ongoing window does not
become eligible before the date shown. An ended grading no longer qualifies
after it rolls over, but an unpromoted membership held at that grading can
still appear. A manually set promotion date takes precedence.
If your role includes Promote Memberships, the report can offer a promote
action for an eligible membership. Otherwise, ask someone with that access to
review and complete the promotion. After promoting, verify the member’s new
level and promotion details on their membership.

Search terms: