How to Create a Report of Active Members
You can use AI tools like ChatGPT or Claude to quickly analyze your exported customer file and identify active members.
Watch this 👀**step-by-step guide**
(Video Coming Soon)
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MUST HAVE ADMIN PANEL ACCESS TO PROCEED
🧭 Step 1: Download Your Customer / Subscriber List
Before analyzing active members, you’ll need to export your customer data.
Once downloaded, save the file to your computer.
🤖 Step 2: Upload the File to an AI Tool
Upload the exported file into ChatGPT or Claude.
📝 Step 3: Use This Prompt
Paste the following prompt into your AI tool:
“Using this data, create a list of all customers who have both a membership enrollment date and a membership expiration date that is in the future.”
📄 Step 4: Review the Results
Your AI tool will return a document showing:
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Customers with active memberships
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Enrollment dates
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Future expiration dates
This list can be used for reporting, audits, or internal planning.
✅ Result
You now have a fast, reliable way to:
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Export subscriber data
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Identify active members
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Avoid manual spreadsheet filtering