As a site administrator or report administrator, you are authorized to view reports of all members in the Chapter. All reports will be exported as .pdf files.
For all report categories (Philanthropy, League and Calendar), the interface will be the same.
To create a report, follow these steps:
- While in the Reports section, click on the category that you wish to create a report for.
- Fill out the date range of the report. (See item 1)
- Search to add members that you want to include in the report (if applicable). (See item 2)
- Check all sections you'd like to see in the report: Member Role, Status, Class and/or Philanthropy. (See item 3)
- Select the report’s Group by and Report Type.
- Click on the 'View Report' button to generate the report.
- A message window will pop up to asking whether you'd like to open or save the file. Select your action.