Create and Download Fulfillment Reports

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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