New Members Report
New Members lists people whose earliest membership record was created within the selected date range. It does not use the date their member profile was created or the membership’s start date. A person added to Kanri earlier can therefore appear here if their first membership record was created during the period.
Use the report
Section titled “Use the report”- Choose the start and end dates for the period you want to review.
- Review the matching members and their program, Joined date, and referrer when available.
- Open a member’s record to verify their enrolment or continue follow-up.
- Download the report as CSV if you need to work with the filtered list outside Kanri.
For example, to identify members whose earliest membership record was added during October, select October 1 through October 31. This report answers “when was their first membership record created?” rather than “when was their profile entered?” Use Memberships for the current membership roster.