How do I find my chapter section's list

A chapter membership roster is probably the most important report that many chapters rely on for providing member service. Fonteva has a quick Active Member Roster report that is accessible on the Membership Tab of the chapter portal and shows all Active members of your Component. If your members are assigned to a Section, not a Local Chapter, you can use Sort function from the list of results to group the members of each Section before downloading the report.

Step-by-step guide

1. Login to the Chapter Portal and select the chapter you want to access.

2. From the Membership tab (the default tab for a Chapter's Portal page), select the Active Member Roster report and a new tab will open with the list of members.

3. Scroll over to the "Official Section Assignment" column and click on the column header to sort the list by Section.

   1. Note: you can re-sort on any of the columns in a report’s list of results before exporting. The option is available for one level sorting only. If you want more than one level of sorting (for example, sort on Official Section Assignment and then Last Name), you will have to use the Sort function in Excel to add the second level.

4. Use the Export function to download the list of results in the report.

5. Open the file in Excel to view the results.

NOTE: if you do not use the Sort function before exporting to Excel, you can sort or filter by Section after opening the downloaded file through Excel.

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