How do I remove transferred members from my newsletter list​​?

Owned by Ann Turner
Last updated: Sept 05, 2023 by Dawn Terminella
2 min read



Data privacy

The majority of the fields on the Transfer Out 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

  1. Login to the Chapter Portal and select the chapter you want to access.
  2. You will be taken to the Membership tab (the default tab for a Chapter's Portal page).
  3. Select the Transfers Out report.
  4. Select the From date you want to retrieve​ and select Go To Report.
  5. A new tab will open with the results.
  6. Export the report into .xls, .xlsx, or .csv format.
  7. Open the file in Excel.
  8. Use this list to remove them from your newsletter lists.



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 Transfer Out report has more than 20 columns of information. The report includes the previous and new membership subscriptions as well as contact and membership information.