How do I find my chapter section's list
- Ann Turner
- Dawn Terminella
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.
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
- Login to the Chapter Portal and select the chapter you want to access.
- You will be taken to 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.
- Scroll over to the "Official Section Assignment" column and click on the column header to sort the list by Section.
- Use the Export function to download the list to Excel in .xls, .xlsx or .csv format.
- 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.
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
Most of the Membership reports have 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.
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