Benefits List Report

Run the Benefits List Report to create a list of constituents who have benefits from memberships, revenue, recognition programs, or events. The report lists the benefit item, along with the quantity and cost amount of the benefit.

Warning: If you edit the value of a benefit in the benefits catalog, the new value does not appear on instances of the benefit already associated with an appeal, event, membership, or revenue transaction and will not be reflected in the report. To associate the new benefit value with pre-existing transactions, events, memberships, or appeals, you must update those records. For more information about the benefits catalog, refer to Benefits Catalog.

To run the report, from a membership program, click Benefits list under Reports.