Create and Download Fulfillment Reports

Owned by Wanda Chambers (Unlicensed)
Last updated: Oct 07, 2021
4 min read
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Step-by-step guide

  1. Locate and click on Reports Item on the Navigation Bar
  3. On the left hand side, scroll down and select All folders
  5. After the list generates, scroll down and select AIA Membership Fulfillment
  7. Once selected, scroll down to view list of three Fulfillment reports found under the Name column
    1. New and Rejoining Members Report
    2. Associate to Architect Upgrade Report
    3. Membership Fulfillment Request Report
  8. Select a report by Name to create a report
  9.  
  10. Select New and Rejoining Report or Associate to Architect Upgrade Report
  12. For the New and Rejoining Report, you will see data that is based on the preset date range, Sep. 8, 2021 to Sep 15, 2021
    1. At the top left side, the total number of records are listed, which is 208
  13. For the Associate to Architect Upgrade Report, you will see data that is based on the preset date range, Sep. 8, 2021 to Sep 15, 2021
    1. At the top left side, the total number of records are listed, which is 26
  14. Click the funnel, i.e., the filter icon, to change the variable data field ranges to select a different date range
  16. Member Since Date and Last Reinstate Date are used to select the Date ranges for the report
  18. CAUTION: Do not click on any of the Trash Can icons in the filter criteria items, which will Remove the specific filter criteria
  19. If the filter criteria are removed by mistake, either
    1. Refresh the web page, or
    2. Click the web page back arrow and reselect the Report name, and
  20. Then reselect the filter criteria funnel icon
  21. Select the criteria to change the date range
  23. Edit the date by typing in the Date field
  24. The Date field can also be edited by selecting the calendar tool icon
  25. To save the date, select Apply 
  28.  As a date is applied, Fonteva will begin to run the report
  29. After all dates have been entered, the report generation will stop and the number of records will display at the top left
  30. Be sure to review the variable date fields, to make sure they are the intended dates
  32. The report can be downloaded by selecting the arrow on the right side of Report navigation bar
  34. Select to Export Report
  36. To export to .xlxs file, select the Details Only box
  38. The Format column will display Excel Format .xlsx.  Then select Export at bottom of  screen form
  40. Alternatively, to export to .CSV, select Comma Delimited .csv from the Format column and then Unicode (UTF) from the Encoding column and then select Export
  42. Excel .xlsx or .csv file displays at bottom of screen depending on selection
  43. Open, display, and then save the file
  45. If the file was opened, it should display as an Excel file
  47. Select Membership Fulfillment Request Report
  48. The actions are similar to New and Rejoining & Associate to Architect Reports steps
  49. When the Fulfillment Request Report is selected, you will see data that is based on the preset date range, Sep. 1, 2021 to Sep 30, 2021
    1. At the top left side, the total number of records are listed, which is 23
  52. Select the date range filter to edit
  53. Change date range and select Apply
  55. Select Export to download to .xlxs or .csv as described above
  57. Complete the same steps starting with the the "To export to .xlxs file, select the Details Only box" action