Upgrade Reports: how do I congratulate recently upgraded members in my chapter​?

Owned by Ann Turner
Last updated: Oct 17, 2023 by Dawn Terminella
3 min read



Data privacy

The majority of the fields on the Architect Upgrades 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

"Upgrade to Architect" report shows the Members of your Component who have upgraded from Associate to Architect within the selected date range.

  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 Upgrade to Architect report.
  4. Enter the From Date and To Date you want to use and click the 'Go To Report' button.
    1. NOTE: only your upgraded members processed in Fonteva since 2020 will be displayed in the results list.
  5. A new tab will open in your browser with a list of results. 
  6. View list of results in the tab and download the file in Excel or .csv format.
  7. Use this list to send a personal email or add to newsletters or on your website!


"Upgrade to Emeritus" report shows the Members of your Component who have applied for and been upgraded to Emeritus status. The AIA Bylaws show steps a Member needs to take to upgrade to Emeritus status.

  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 Upgrade to Emeritus report.
  4. Enter the From Date and To Date you want to use and click the 'Go To Report' button.
    1. NOTE: only your upgraded members processed in Fonteva since 2020 will be displayed in the results list.
  5. A new tab will open in your browser with a list of results. 
  6. View list of results in the tab and download the file in Excel or .csv format.
  7. Use this list to send a personal email or add to newsletters or on your website!




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 Upgrade reports include Contact information, Membership information and Demographic 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.