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- Login to the Chapter Portal and select the chapter you want to access.
- You will be taken to the Membership tab (the default tab for a Chapter's Portal page) and below the data charts is section titled 'More Reports'.
- Select the Full Membership Roster report and a .csv file will be automatically downloaded to your computer.
- Open the file in Excel.
- Filter for contacts where the “Do not contact by email” box is 'False'.
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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. |
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The Full Roster has more than 50 columns of information. A separate wiki page, "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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