As the AIA shifts to Fonteva as the new member database, we have created a Chapter Portal site. The Chapter Portal will be an easy way for you and your component staff to see real-time membership and financial data. Upon roll out in late October, the Chapter Portal site will have limited membership reports available for Component Staff. After launch, AIA will add a Reports Builder functionality on the Chapter Portal site which will allow users to create new reports and edit baseline reports with the filters and fields your component needs.
We've tried to standardize reports so you're consistently seeing the same columns in the same order. We are trying to group reports together in sizes depending on the columns related to the business need of the report (ex: a deceased report won't list a records Interest areas or Knowledge communities). Of course, any report that has a need for data that is not normally on other reports should have that data. We are also contstantly evolving the reports, so please share your feedback with us and help us get better.
The report sizes we are standardizing on are:
- Small will have around 15 fields
- Medium will have around 30 fields
- Large will have around 50 fields
Reports will download automatically as a .csv file, and you will be able to open and view right away. If a report includes more fields than you need, you can delete the columns in the Excel file.
A customer Report Builder feature is under development.
Different reports are available depending on what tab you are on
Membership tab
The reports available on the membership tab are your basic reports for managing your chapters membership.
Full Membership Roster
The Full Member roster is a list of all contacts in Fonteva that have an active membership subscription with your chapter's community group.
This report is an XL and includes 50 fields.
New Members
The New Member roster is a list of all contacts with only one membership related to your chapter (no memberships from previous years). The date filter will select contacts based on their membership term start date (e.g., the date they 'joined' your chapter).
This report is an XL and includes 50 fields.
Use the full member roster
If you want to do specific analysis on your chapter, we suggest downloading the full membership roster and using Excel to filter and analyze your member data.
Video tutorial: Watch this tutorial on how to download and filter a report.
Transfer In
The Transfer In report is a list of all contacts with only one no immediately previous membership terms with your chapter (e.g., this is a "new to you" member). The date filter will select contacts based on their membership term start date (e.g., the date they 'joined' your chapter).
This report is an XL and includes 50 fields.
Transfer Out
The Transfer Out report is still under development
Upgraded Members
The Upgraded Members report is a list of all contacts in your chapter with an upgrade to architect date within the range you selected on your date filter.
This report is an XL and includes 50 fields of information related to each new member of the component
Deceased Members
The Deceased Members report is still under development
Member Companies
The Member Companies report is still under development
Retention tab
The reports available on the retention tab are most useful during the renewal season.
Non-renewed members
The Non-renewed Members is a list of all contacts in Fonteva that have a maximum membership term end-date that has past or will pass in the next 100 days. When a member renews, they're maximumn subscription end date will be for December 31 of the next year and they will no longer be on this list.
Use this list to reach out to slow-to-renew members and those that lapse.
This report is an XL and includes 50 fields.
Renewed members
The Renewed Members is a list of all contacts in Fonteva that have a maximum membership term end-date that is more than 100 days away so we know that they have already renewed for the upcoming membership renewal year.
Use this list to thank someone for renewing their membership.
This report is an XL and includes 50 fields.
Finance tab
The finance tab has reports related to distritubtion of your membership dues.
ACH Distritubtion reports
ACH distritubtions are made on a daily basis for domestic chapters and quarterly basis for non-domestic chapters. The ACH report is based on a distribution batch and a distribution date.
This report is a Medium report and includes the member name, member number, item bought, price rule, sale price, and posted date.
Learn more about how to run an ACH report on the Wiki page; How to run an ACH report