Members Register

The Members Register is a society-wide list of your whole membership in one place. Where the Members workspace opens one member's full record, the register shows everyone at once — and lets you search the membership, filter it, sort it, and print or export the result.

It's the register the Act requires every society to keep, and at the same time an everyday advanced search and an export surface.

Opening the register

Click the Members Register icon — the group glyph — in the activity bar down the left-hand edge of the window. It sits next to the single-person Members icon: one opens an individual member's record, the other lists them all. The register loads the first time you open it; if members have changed since — because you've added or edited someone elsewhere in the app — click the ⟳ refresh button to reload it, keeping your current filters and search.

Filtering and searching

  • Include ceased — off by default, so you see only current members. Tick it to also list members who have ceased (those with a withdrawn or leave date).
  • Holding — filter by shareholding: All, With shares, or No shares. No shares surfaces members who hold nothing — handy for finding current members who should be marked withdrawn.
  • Search — type in the search box to filter as you go. It matches across name, address, postcode, email, status, member number and shareholding, so a surname, a postcode, or "withdrawn" all narrow the list. The search affects the totals and anything you print or export.
  • Sort — click any column header to sort by it; click again to reverse.

Reading the register

Each row is one member. The columns are:

  • No. — the member number
  • Name — the member
  • Address and Postcode
  • Email
  • Admitted — the date they joined
  • Ceased — the date they left, if they have
  • Status
  • Shares — their total shareholding

Shareholding is the total of each member's active and suspended certificates; withdrawn and transferred certificates are excluded.

Opening a member

Double-click any row — or select it and click Open ▸ — to open that member in their full record, exactly as if you'd opened them from the Members workspace.

Printing and exporting

Three buttons turn the current view into a file. Each captures exactly what's on screen — your filters and search included.

  • PDF generates the statutory Register of Members: an A4 document with the columns the register is expected to carry — name, address, date admitted, date ceased, and shares held. It opens in your default PDF viewer, ready to save, print, or file.
  • CSV / Excel export the current view for your own analysis, with extra columns the PDF doesn't carry — member number, postcode, email, telephone and status.

Because the spreadsheets export what's on screen, you can narrow the list first — filter to With shares and search a postcode area, say — and export just that slice.

See also Members for an individual member's record, Shares for certificates, and Share Register for the society-wide view of shareholdings.