We are looking at membership progression. So we want to find out who has a current "Full" membership who started their full membership less than 5 months after their "Student" membership expired. Anyone know how I could create a search in CiviCRM that would provide this information? Our CiviCRM is also connected to Drupal so happy to build this in Drupal views is that easier.
How we did this in the end was to create some custom code that when a new membership was added it would check if there was a membership of the previous membership type. ie if they were purchasing a Full membership if they had a current or expired Student membership.
If there was then it would calculate the number of days between the end date of the previous membership and the start date of the new membership and store this value in a custom field. We also added a feature that if the previous membership had not yet expired we would end it because in our case you were not allow to hold more than one membership at a time.
We can now run all the searches and views we like off this value.
Best option to my knowledge would be
Go to Advance search – select all the membership which has already expired “Student” and add these contact to a group
Now in the same advance serach - select the new group and look for “Full membership” – which should give you list of contact
Even you can use date range for membership selection
I guess this helps!!!