Here's how you would create a report showing EFT members without future dues.
- In the Data Entry main window click Reporting and then select Customer Queries to open the Customer Queries window.
- Under Constraints select
- Membership: Dues: Under parameters select a value of All and then click the Not this constraint checkbox.
- Membership: Membership Form of Payment: Under parameters select Bill Me.
- Click the Review Query button to run the report.
- Under Save Results, you can choose if you want to load these customers in Data Entry (to change memberships to adult, for example), create a report, add a bulk note or save an email list text file (to send a promotional birthday email, for example).