PLEASE NOTE: MBO now limits the number & types of reports you can access related to your software subscription level. Depending on your MBO subscription level, you may not have access to pull this report. Please reach out to MBO if you have questions about accessing reports.
1. From MBO, click on Reports >> Clients >> Membership.
2. On the Membership Summary page, click on the Generate button to create a summary of all your memberships.
3. Under the Members section on the right of the page, click on the Active > Total link to view Total Memberships.
4. Once the report is generated, click on the Excel spreadsheet icon to export the list to an Excel file and save it on your desktop.
5. Now you're ready to format your spreadsheet so you can import your memberships into Zen Planner.