Create a Historical Membership Snapshot Query – Rhythm

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.