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. 

We've tried to standardize reports so you're consistently seeing the same columns in the same order. We are trying to set up the report with the result columns in the same order for consistency. If a report includes more fields than you need, you can delete the columns in the Excel file after exporting.

Different reports are available depending on what tab you are on

The reports available on the membership tab are your basic reports for managing your chapters membership. 

The Full Member Roster is a list of all of your component's Active AND Lapsed members. The results will include contact information, membership information and demographic information.

The Active Member Roster is a list of all contacts with only one membership related to your chapter (no memberships from previous years) with an ACTIVE status. The results list is the current list of Active members at the time you pull the report. Download the report to Excel for deeper review of results.

The Lapsed Members roster is a list of all contacts with one membership related to your chapter for the previous year and a Member Status of Lapsed. The results list is the current list of Lapsed members at the time you pull the report. Download the report to Excel for a deeper review of results.

The Join/Re-join report is a list of all contacts with only one membership related to your chapter (no memberships from the previous year). The report looks at new or reinstating members for the current membership renewal year and will be updated regularly on October 1st of each year to show results for the upcoming membership year.

The New Grad report is a list of all contacts with only one membership related to your chapter who have a membership with a Price Rule which contains "New Grad". The report will only display results if your Component offers discounted rates for newly graduated members. You can use the date parameter field before running the report to narrow down results. Download the report to Excel for deeper review of results.

The Terminated Members report is a list of all Contacts with only one membership related to your chapter who have a termination date greater than or equal to 12/31/2020. The results include the cancelled reason and the date of membership cancellation. Download the report to Excel for deeper review of results.

The Transfers In report is a list of all Contacts with New State or Local Component Name equal to your Component. You can use the date filter of the report to narrow down results since June 29, 2022, when a new transfer process was deployed to Fonteva. The date filter of the report cannot be earlier than June 29, 2022.

The Transfer Out report is a list of all Contacts who have been transferred out of your Component since June 29, 2022 (the day the new transfer process was deployed to Fonteva). You can search for members who have transferred out of your component since June 29, 2022. Results will display a limited amount of information. 

The Upgrade to Architect report is a list of all Active members in your component with an Upgrade to Architect date since the date you entered on the date filter. The results list will include contact information, membership information and demographic information.

The Upgrade to Emeritus report shows Active members who have upgraded from Architect or Associate membership to Emeritus. You can adjust the date filter to add or narrow the list of results.

The Members in CES Audit report shows a list of Active members of your component who have been selected for audit during the current membership year. The process to select the members who will be Under Audit in the current membership year is run in mid-April. The report is a real-time results list. As members complete their review, they will be removed from the list of results.

NOTE: the report does not show how many learning credits a member has submitted for the current membership year. To see these details, you will need to access through the CE Dashboard.

The Deceased Members report shows members who have been processed as Deceased in Fonteva since October 1, 2020. You can use the date filter to narrow down the list of results.

NOTE: if Membership does not have the date the member died, they have the option to leave the Deceased Date blank (the default is to add the date the process was completed by Membership). If the Chapter Portal user enters dates in the dialog box before running the report, any Deceased Member with no date entered in the field will be left out of the results. Using the “Clear” button to remove the dates before running the report will show ALL members who have been marked as Deceased. 

The Interest Areas report shows all Active members of your component with the Interest Areas (Knowledge Communities and Member Groups) they belong to in the results list. You can download the results and filter on the Interest Area for deeper review and filtering of results.

The Email Change Log report will show you a list of additions and changes to your member's email address fields from a date on or after November 1, 2025. The report looks for any “email” field (Personal, Work, or Login) which has been changed during a particular date range.

The Firm Details report will show all of your component's members who have a Role selected of "Principal" or "Staff".

Data reminder: The completeness and accuracy of report outputs is only as good as the data we have in Fonteva. Please encourage your members to log into AIA.org and update their Role with their Firm through the My Account site. If the member cannot access the My Account site and asks for an update, Chapter staff can make an edit to the Role from the member’s Contact record.

The Associates/Path to Licensure report will show all of your component's Active members who have joined in the last 10 years and have a Licensure Status of "On Track to Licensure" or "Not Pursuing Licensure".

Data reminder: The completeness and accuracy of report outputs is only as good as the data we have in Fonteva. Please encourage your members to log into http://AIA.org and update the information through the My Account site. If a member needs assistance with accessing the website and the My Account page, they should contact membersupport@aia.org.

The Architects Licensed =/< 10 Years report shows your component's Active members who have a Join License Date within the last 10 years. 

Data reminder: The completeness and accuracy of report outputs is only as good as the data we have in Fonteva. For further assistance, your members can contact membersupport@aia.org.

The Chapter Leaders Report shows your component's members who have served in a Leadership role on your Board with Term End Date after 2020 and beyond. The report uses the Term End Dates entered before running the report. If you want to see all the Leaders entered by the Component Engagement team or the Chapter Portal User, use the “Clear” button to remove the dates before running the report.

Data reminder: The completeness and accuracy of report outputs is only as good as the data we have in Fonteva. Chapters are not required to submit all of their Board Leaders to AIA so the results in the report may be different than the list your Chapter has kept outside of AIA. If you want to add Leaders from past years, you can add them through the Chapter Portal site (How To Add New Leaders Through the Chapter PortalPreview ). For further assistance on updating your list, you can reach out to your Component Engagement POC (see Portal Commons page or main Wiki page to find your POC).

The reports available on the retention tab are most useful during the renewal season. 

The Renewed Members is a list of all Active members of your component who have renewed for the upcoming membership renewal year. It is a real-time report list which will change most often during the renewal season (October through January). You can export the list for deeper review. You can use the report to thank someone for renewing their membership.

NOTE: the results list will not include members who have joined or reinstated for the upcoming/current membership year.

The Non-renewed Members is a list of all Active and Lapsed members of your component who have a maximum membership term end-date that has past or will pass in the next 100 days. When a member renews, they're maximum 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.

The Finance tab has reports related to membership dues.  

ACH distributions 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. 

Learn more about how to run an ACH report on the Wiki page: How to Run an ACH Report.

The Membership Dues Payment Plan Report is a list of all Active members of your component who have signed up for the Dues Installment Plan (DIP) to pay their membership. Staff can download a real-time report of members who are signed up for DIP. 

NOTE: DIP processing for 2023 has not been added to Fonteva as of November 2022. After the process rolls out and members are processed, the report will display results.

The Dues Waiver Report is a list of all Active members of your component who have requested a Dues Waiver. The report is set up to look at current and upcoming year requests based on the year chosen by the staff member. The current Dues Waiver process was added to Fonteva in early November 2022.

The Members Selecting Auto-Renew is a list of all Active members of your component who have signed up to pay their membership through an auto-renew process completed on November 30th of each year. The report is a real-time report and pulls results when the button is selected to show the current list of members who have opted in to the auto-renew option.

NOTE: Members can opt-in or opt-out of auto-renew through the Join or Renew process or by contacting Member Support team.

The Pending Bank Account Payments report is a list of all Active members of your component whose payment by bank account has not completed. Members have the option to pay for their membership by credit card, check, or through their bank account. Payments through the bank account may take up to four business days to complete after information is submitted by the member when paying for their membership. The Sales Order for the member will still show as Open until the monies from the member’s bank account are deposited into the AIA bank account.