Difference between revisions of "Reports and Downloads"

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[[File:ReportsGuide.1.01.1.jpg]]
 
[[File:ReportsGuide.1.01.1.jpg]]
  
*Create a member directory
 
 
*Run member engagement reports
 
*Run member engagement reports
 
*Create a group from custom criteria
 
*Create a group from custom criteria
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=Member Reports=
 
=Member Reports=
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==Custom Member Report==
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The '''Custom Member Report''' allows you to customize the report to get specific information about your members.  For example, you can use the customer member report to generate a report of membership renewals for a specific month.
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===Creating a Custom Report===
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:[[File:Vid.png|link=http://www.screencast.com/t/ZTY4ODNiNzk]] [http://www.screencast.com/t/ZTY4ODNiNzk How to Run a Custom Report]
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#Click '''Reports''' on the left-hand menu.
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#Click '''Custom Member Report''' and then click the green arrow.
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#Click the category where the desired field is located in the list of Available Fields.
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#Click the check box in front of the desired field.
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#:[[File:ReportsGuide.1.07.2.jpg]]
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#Continue selecting fields until all desired report fields are listed in the Selected Fields box.
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#Make any desired changes to the order of the fields or the sort choices.
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#:[[File:ReportsGuide.1.07.3.jpg]]
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#Click '''Continue'''.
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#Complete the Filters, Additional Options, and Save Report sections as desired.
 +
#:*At least one filter option must be selected or else no records will be displayed
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#:*Groups are defined by clicking '''Add a New Group''' in the Groups menu.
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#:*Using the Save Current Report As: selection retains the field selections, sort order, filters, criteria and format options. However, the data in the report will be pulled fresh from the database every time the report is accessed.
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#:*If you desire to save a report and also “save” the data at a point in time, you must print the report, copy and paste the resulting report to another file or click '''Download Report'''.
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#:[[File:ReportsGuide.1.07.5.jpg]]
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#Click '''View/Print Report'''.
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#The records matching the selected criteria will display. To print, click '''Print''' from the File menu. After selecting the desired local printer, click '''Print'''.
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#:Optional: Click '''Create Group''' to [[Create a Group from Custom Criteria|create a group from the members]] that are displayed on this report.
  
 
==Member Directory Report==
 
==Member Directory Report==
  
 
The '''Member Directory Report''' allows you to build a custom membership list, alphabetically or by category, show/hide courtesy members, etc. Good starting point for building a printed directory.
 
The '''Member Directory Report''' allows you to build a custom membership list, alphabetically or by category, show/hide courtesy members, etc. Good starting point for building a printed directory.
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==Historical Membership Comparison==
  
 
==Member Directory Listing with Logos==
 
==Member Directory Listing with Logos==
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Custom reports may be viewed, printed, downloaded to a comma separated value (.csv) file or highlighted, copied, and pasted into your favorite word processor.
 
Custom reports may be viewed, printed, downloaded to a comma separated value (.csv) file or highlighted, copied, and pasted into your favorite word processor.
 
==Creating a Custom Report==
 
 
:[[File:Vid.png|link=http://www.screencast.com/t/ZTY4ODNiNzk]] [http://www.screencast.com/t/ZTY4ODNiNzk How to Run a Custom Report]
 
 
#Click '''Reports''' on the left-hand menu.
 
#Click '''Custom Member Report''' and then click the green arrow.
 
#Click the category where the desired field is located in the list of Available Fields.
 
#Click the check box in front of the desired field.
 
#:[[File:ReportsGuide.1.07.2.jpg]]
 
#Continue selecting fields until all desired report fields are listed in the Selected Fields box.
 
#Make any desired changes to the order of the fields or the sort choices.
 
#:[[File:ReportsGuide.1.07.3.jpg]]
 
#Click '''Continue'''.
 
#Complete the Filters, Additional Options, and Save Report sections as desired.
 
#:*At least one filter option must be selected or else no records will be displayed
 
#:*Groups are defined by clicking '''Add a New Group''' in the Groups menu.
 
#:*Using the Save Current Report As: selection retains the field selections, sort order, filters, criteria and format options. However, the data in the report will be pulled fresh from the database every time the report is accessed.
 
#:*If you desire to save a report and also “save” the data at a point in time, you must print the report, copy and paste the resulting report to another file or click '''Download Report'''.
 
#:[[File:ReportsGuide.1.07.5.jpg]]
 
#Click '''View/Print Report'''.
 
#The records matching the selected criteria will display. To print, click '''Print''' from the File menu. After selecting the desired local printer, click '''Print'''.
 
#:Optional: Click '''Create Group''' to [[Create a Group from Custom Criteria|create a group from the members]] that are displayed on this report.
 

Revision as of 23:07, 28 September 2017

Overview

Numerous pre-defined reports are ready-to-go. Click Reports in the left-hand menu. Type a keyword to describe what you need and all possible matching reports will list. Or access your reports by category if you prefer.

ReportsGuide.1.01.1.jpg

  • Run member engagement reports
  • Create a group from custom criteria
  • Create custom report layouts
  • Downloading ChamberMaster data
  • Mail Merge with Microsoft Word

Member Reports

Custom Member Report

The Custom Member Report allows you to customize the report to get specific information about your members. For example, you can use the customer member report to generate a report of membership renewals for a specific month.

Creating a Custom Report

Vid.png How to Run a Custom Report
  1. Click Reports on the left-hand menu.
  2. Click Custom Member Report and then click the green arrow.
  3. Click the category where the desired field is located in the list of Available Fields.
  4. Click the check box in front of the desired field.
    ReportsGuide.1.07.2.jpg
  5. Continue selecting fields until all desired report fields are listed in the Selected Fields box.
  6. Make any desired changes to the order of the fields or the sort choices.
    ReportsGuide.1.07.3.jpg
  7. Click Continue.
  8. Complete the Filters, Additional Options, and Save Report sections as desired.
    • At least one filter option must be selected or else no records will be displayed
    • Groups are defined by clicking Add a New Group in the Groups menu.
    • Using the Save Current Report As: selection retains the field selections, sort order, filters, criteria and format options. However, the data in the report will be pulled fresh from the database every time the report is accessed.
    • If you desire to save a report and also “save” the data at a point in time, you must print the report, copy and paste the resulting report to another file or click Download Report.
    ReportsGuide.1.07.5.jpg
  9. Click View/Print Report.
  10. The records matching the selected criteria will display. To print, click Print from the File menu. After selecting the desired local printer, click Print.
    Optional: Click Create Group to create a group from the members that are displayed on this report.

Member Directory Report

The Member Directory Report allows you to build a custom membership list, alphabetically or by category, show/hide courtesy members, etc. Good starting point for building a printed directory.

Historical Membership Comparison

Member Directory Listing with Logos

This report will allow you to generate a simple member directory listing of all active members only. Your organization logo will display at the top of the report if loaded at Setup>Organization information. Member logos will display only with the Marketing Package or if running a Member Benefit Campaign. Those logos are loaded under Members>Web tab>Search results icon.

Printable Membership Directories

Printable Membership Directory

The Printable Membership Directory is a simple directory designed to be printed. To print as a booklet requires a printer capable of duplex booklet printing. Export the report to a PDF file and open the file. In print settings, choose landscape as the orientation. Set your printer to its duplex booklet printing option and choose "Open to Right" for the booklet binding. For best results set "Page Scaling" to 'Fit to Printable Area'. The title lines and subtitle lines are customizable, includes chamber logo on the cover and member logos where available.

Three-Column Printable Membership Directory

The Three-Column Printable Membership Directory is a membership directory in three-column format with the options for choosing what member information is displayed. Export to a PDF file for best printing.

NOTE: Members who have Does Not Display On Web selected in their Web Participation Options do not get included in this directory.

Two-Column Printable Membership Directory

The Two-Column Printable Membership Directory is a membership directory in two-column format with the options for choosing what member information is displayed and optional member logos. Export to a PDF file for best printing.

NOTE: Members who have Does Not Display On Web selected in their Web Participation Options do not get included in this directory.

Directory Category & Attribute Assignments Report

The Directory Category & Attribute Assignment report provides a listing of your directory categories, the members assigned to those categories, as well as associated attributes. The report may be configured to display just the primary category, or all categories, include or exclude attributes, filtering options for the members to include, and an option to include the member description. This report is useful in reviewing your members category and attributes assignment.

Directory Report.PNG

Event Reports

Custom Reports

  • The custom report selection allows you to design a report using your own selection of fields and criteria. Using the custom report writer to query the database (or ask questions of) may also be another function that will be helpful as you work with your membership data. Selecting specific filters and criteria will return results that will match exactly what you are looking for.

See How to Select Additional Criteria or “Additional criteria examples” below.

The report appears in a default layout of either Table Style or Directory Style, or a customized layout may be created. *A group may be created from your report results also which provides an easy way to communicate with a subset of your membership.

Custom reports may be viewed, printed, downloaded to a comma separated value (.csv) file or highlighted, copied, and pasted into your favorite word processor.