Renew Active Setup & Reporting

This article walks through how to set up a Renew Active membership and create a custom report in CivicRec.

Instructions

1. Create a Custom User Field to collect Renew Active member numbers on user accounts

   Note: This should not be a required field.

2. Create the Membership activity

3. Create the Renew Active session

   • Minimum Age: Set the minimum age required to register for the session

   • No Registration End Date: Check to have no end date for registration

4. Configure Membership Settings

   • Membership Term: Selecting Terminate Based on Schedule Tab allows you to determine how often you want to review the enrollment of your Renew Active members. If you choose to terminate based on the schedule tab, you will need to add a schedule for the membership. If no schedule is set, the membership will have no end date. Some organizations opt to put the termination date far out into the future (i.e. 12/31/2050), while others prefer to terminate membership at the end of the calendar year and then have Renew Active members renew their membership. It is important to have some sort of membership term selected to allow for a manual termination of the membership within the individual's account. Without a specific membership term, manual termination is not feasible.

5. Navigate to Reports

6. Search for and select the Check-In Log by Location report

   Note: Renew Active requires reports to be submitted in a particular format with specific data requirements. You will create a Custom Report, starting with the Check-In Log By Location report as the foundation.

7. Navigate to Filters > Check-In Filters

8. Select the Renew Active session

9. Open the Fields menu and on the Report Fields tab select Row Count, Check-In Date, Check-In Time, and Total Check-In Count

10. Navigate to the User Fields tab and select First Name and Last Name

11. On the Membership Fields tab select Member Number

12. On the Custom Data Fields tab select Renew Active

    Note: The Renew Active custom field will not show up as an option until it's been filled out by at least one user.

13. Always review and set your From/To date filters when running the report before submitting it to Renew Active/Medicare

14. Save your Custom Report for future use