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- Login to the Chapter Portal.
- From the Home screen, select the chapter you want to access.
- You will be taken to the Membership tab (the default tab for a Chapter's Portal page).
- Select the Deceased report.
- Select the date range you want to retrieve and click Download Report.
- Note: due to new process for marking a member as deceased in Fonteva, the start date must be on or after October 1, 2020.
- A .csv file will be automatically downloaded to your computer.
- Open the file in Excel.
- Use this list to update other lists you use to communicate to members.
| Tip | ||
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There are very simple things you can do with Excel that can help you look at your data differently. |
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| Info | ||
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The Deceased report includes fields needed to update your component's information, including date deceased, email and address. A separate wiki page, "Full member roster report - 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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