Wine Club Membership Data and Reporting

Last updated: October 13, 2026

Most questions about your current member list (who's active, who cancelled, when they joined, what state they're in) are answered through Clubs → Memberships and its export. For signups, pauses, switches and cancellations over a period, use the Club section under Reports. This article covers the most frequently needed lookups.

Viewing Members by Status

By default, the Memberships list shows only Active members. To see members with other statuses:

  1. Go to Clubs → Memberships.

  2. Click the Status filter and change it to All.

  3. The list will now show members with any status: Active, Paused, or Cancelled.

You can also filter to show only cancelled or only paused members using the same dropdown.

Membership Start Date and Cancellation Date

Both dates are available in the Memberships export:

  1. Go to Clubs → Memberships.

  2. Filter by status as needed, then click Export.

  3. In the exported file:

    • Membership Start Date = the date the member joined the wine club.

    • Membership End Date = the date the membership was cancelled (only populated for cancelled members).

Note: These date fields are not visible in the Memberships list view — they only appear in the exported file.

Listing Members by State

There's no built-in "members by state" report, but the Memberships export includes state data:

  1. Go to Clubs → Memberships and filter by club and/or status as needed.

  2. Click Export.

  3. In the exported file, sort or filter by the State or State Code column to group members by shipping state.

This is especially useful for compliance planning — knowing how many members ship to each state before running a club release.

Tracking First Allotment Recipients

There's no native "first allotment received" report in Corksy. The most reliable workaround is to use your Wine Club order history:

  1. Go to Reports → Sales → Sales by Order.

  2. Export the report and open it in Excel or Google Sheets.

  3. Filter the Order Type column to show only Wine Club orders.

  4. Sort by member and then by order date (ascending).

  5. Each member's earliest order in this filtered list is their first allotment.

Tip: If you want to tag new members for email marketing, you can import this list into Klaviyo or Mailchimp and create a "First Allotment Received" segment for targeted messaging.

Why does a member who joined months ago show up in Club Signups?

Reports → Club → Club Signups can list a member again when they switch to a different club level, still showing their original Signup Date and their new Club Level. So a member who joined in February and moved to a larger club in September appears in a September report. To count only brand-new members, use Reports → Club → Sign Ups, Pauses, Switches and Cancellations, which labels each row as a Signup or a Switch in the Event Type column.