Overview
Need to review what a membership looked like at a specific point in time?
The Historical Membership Snapshot query allows you to view membership data captured during a prior snapshot and compare it against the member’s current membership information.
This is helpful when you need to understand whether a membership status, date, payment, or related membership detail has changed since the snapshot was taken.
When to Use This Query
Use the Historical Membership Snapshot query when you need to answer questions like:
- What was this member’s status on the snapshot date?
- Was the member active, expired, pending, or in another status at that time?
- Has the membership status changed since the snapshot?
- What did the membership record look like when the snapshot was captured?
- Did payments, renewals, cancellations, or membership updates happen after the snapshot?
How to Access the Query
Go to:
Membership & Committees App > Queries > New Query > Membership > Historical Membership Snapshot
Then select Continue.
How to Filter the Snapshot
After opening the query:
- Select Edit Criteria
- Add or update the Snapshot Date filter
- Choose the snapshot date you want to review
- Run the query
The filtering works similarly to the Historical Invoice Snapshot query. The snapshot date controls which point-in-time membership data is returned.
Key Difference from Invoice Snapshots
Invoice snapshots are mainly used to review open invoices and balances at a specific point in time.
Membership snapshots are different because they can help you compare:
Historical Snapshot Data |
Current Membership Data |
|---|---|
What the membership looked like when the snapshot ran |
What the membership looks like today |
Historical membership status |
Current membership status |
Historical membership dates |
Current membership dates |
Historical payment or balance details |
Current payment or balance state |
Historical application/contact details |
Current application/contact details |
This makes the Membership Snapshot query especially useful when you need to understand whether a membership changed after the snapshot date.
Recommended Fields to Include
Use the Field Browser to add the fields that best support your review.
Commonly helpful fields include:
Field Type |
Recommended Fields |
|---|---|
Membership Details |
Membership ID, Current Membership, Date Status |
Contact Details |
Contact, Contact ID, Associated Member Contact |
Application Details |
Application, Application ID, Application Process, Application Reference |
Payment Details |
Amount Paid, Balance Due, Bill Method, Bill Organization, Billed |
Add-Ons and Discounts |
Add Ons, Add On Names, Discounts |
Chapter Details |
Chapter IDs, Chapter Names |
Audit / Update Details |
Date Last Updated in Portal, Created By, Customer |
Pro Tip
If you are trying to determine what changed after the snapshot was taken, include fields that show both the historical snapshot data and the current membership data.
This can help confirm:
- Whether the member was active during the snapshot period
- Whether the membership status changed later
- Whether payment activity occurred after the snapshot
- Whether membership dates were updated after the snapshot
- Whether the membership is still tied to the same application or contact
Important Reminder
A snapshot is a point-in-time record.
If a membership is renewed, cancelled, updated, paid, or otherwise changed after the snapshot runs, the historical snapshot will not update retroactively.
Use the Historical Membership Snapshot query to review what was captured at that time. Use the standard Membership query when you need to confirm the membership’s current state.
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