A chapter membership roster is probably the most important report that many chapters rely on for providing member service. Fonteva has a quick Full Membership Roster report that is accessible on the Membership Tab of the chapter portal.
Data privacy
The Member Roster is our most extensive report on member data. The majority of the fields on the roster 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 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.
Get more out of your report
There are very simple things you can do with excel that can help you look at your data differently.
Check out our wiki article on Using a pivot table on your member roster!
Report columns
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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