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How do I run a membership roster

How do I run a membership roster

A chapter’s membership roster is probably the most important report chapters rely on for providing member service. Fonteva provides the Active Member Roster report through the Membership Tab of the Chapter Portal to show users the Active members in a Chapter at the time of report initiation. 

Another report available to show your chapter’s membership is called the Full Member Roster report. The report pulls a list of the Active and Lapsed members for your chapter in one report.

 

Data privacy

The Active 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 for the Active Member Roster report

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

  2. The page will redirect to the Membership tab.

  3. Under the Membership Reports header, a list of reports will be displayed. Each report name is a clickable link.

  4. Click the Active Member Roster report (highlighted in the screenshot below).

  5. The list of results will open in a new tab.

    1. NOTE: the first 2,000 results will display in the results. If your chapter has more than 2,000 members, you will have to export the report to view them all.

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

  7. Open the file in Excel.

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Step-by-step guide for the Full Member Roster report

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

  2. The page will redirect to the Membership tab.

  3. Under the Membership Reports header, a list of reports will be displayed. Each report name is a clickable link.

  4. Click the Full Member Roster report.

  5. The list of results will open in a new tab.

    1. NOTE: the first 2,000 results will display in the results. If your chapter has more than 2,000 members, you will have to export the report to view them all.

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

  7. Open the file in Excel.

 

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

The Full Roster has 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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