How do I run a membership roster

Owned by Brian McLaren (Deactivated)
Last updated: Aug 12, 2021 by Ann Turner
2 min read

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

  1. Login to the Chapter Portal and select the chapter you want to access.
  2. The chapter portal will be displayed on the Membership tab.
  3. Under the Membership Reports header, a list of reports will be displayed. Each report name is a clickable link.
  4. Click the Full Membership Roster report and a .csv file will be automatically downloaded to your computer.
  5. Open the file in Excel.





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!

Video tutorial: Watch this tutorial on how to download and filter a report.


Report columns

The Full Roster has more than 50 columns of information. A separate wiki page, "Report Columns - What do the different columns mean?" is available for what the specific columns mean and any business rules associated with them.