How do I welcome transferred in members to my chapter​?

Owned by Ann Turner
Last updated: Aug 12, 2021Version comment
2 min read



Data privacy

The majority of the fields on the Transfer In 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

  1. Login to the Chapter Portal and select the chapter you want to access.
  2. The chapter portal will be displayed on the Membership tab.
  3. Select the Transfer In report.
  4. Select the date range you want to retrieve​ and click 'Download Report'.
  5. A .csv file will be automatically downloaded to your computer.
  6. Open the file in Excel.
  7. Use this list to send a welcome email to your newly transferred-in members.






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 Transfer In report 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.