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How to Create a Report of Members Who Enrolled During a Specific Month

You can use AI tools like ChatGPT or Claude to quickly analyze your exported customer file and identify customers who enrolled in a VIP membership during a specific month.

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.

👉 If you haven’t already downloaded your subscriber list, click here to learn how to download a customer/subscriber list from the Admin Panel.

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 a membership enrollment date in (Month, Year)." 

📄 Step 4: Review the Results

Your AI tool will return a document showing:

  • Customers with active memberships

  • Enrollment dates

  • Future expiration dates

This list can be used for reporting, audits, or internal planning.

✅ Result

You now have a fast, reliable way to:

  • Export subscriber data

  • Identify active members

  • Avoid manual spreadsheet filtering