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Details
Category: FTH4
Jane Atkinson By Jane Atkinson
Jane Atkinson
08.Aug
Hits: 176

Membership reports

Membership reports can be accessed from Manage Members → Reports

They offer useful summaries of information relating to members and guests. Nothing can be edited here; that is done elsewhere.

membership reports console

 

Contact information — This defaults to members, but the information for any group can be viewed or exported.

Members and Mentors — Shows members who have mentors, and, separately, members who are mentoring others.

members and their mentors

 

Mentoring Overview — Shows preferences and information about all club members regarding mentoring, so that the VP Ed (or other officer in charge of mentoring) can assign mentors more effectively.

mentoring overview

 

Follow-up summary — Shows a summary of contacts with guests or others.

 

Reports can either be viewed online, or exported to CSV in most cases.

 

Jane Atkinson
Jane Atkinson

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