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| Warning | ||
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The majority of the fields on the Transfer In report constitute Personally Identifiable Information (PII) for our membership. PII is confidential information and should only be shared with leadership and staff that have a business need to know the specific information in a report. Please edit reports and remove the columns of data that are not needed for a business purpose before you share any data file. NEVER share a data file with someone outside of component staff or leadership. |
Step-by-step guide
- Login to the Chapter Portal and select the chapter you want to access.
- You The chapter portal will be taken to displayed on the Membership tab (the default tab for a Chapter's Portal page).
- Select the Transfer In report.
- Select the date range you want to retrieve and click 'Download Report'.
- A .csv file will be automatically downloaded to your computer.
- Open the file in Excel.
- Use this list to send a welcome email to your newly transferred-in members.
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| Tip | ||
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There are very simple things you can do with Excel that can help you look at your data differently. Video tutorial: Watch this tutorial on how to download and filter a report. |
| Info | ||
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The Transfer In report has more than 50 columns of information. A separate wiki page, "Report Columns - What do the different columns in a report mean - DRAFT?" is available for what the specific columns mean and any business rules associated with them. |
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