Download
1 / 55
550 likes | 671 Vues
The Online Activity Module. A brief description of the Activity Reports. OAM. Please remember that the OAM changes You may see new reports You may see a new field on an existing report You may see a change to an existing field We will try to keep this presentation updated. OAM.
E N D
The Online Activity Module A brief description of the Activity Reports
OAM • Please remember that the OAM changes • You may see new reports • You may see a new field on an existing report • You may see a change to an existing field • We will try to keep this presentation updated
OAM • Most Activity Reports display the same fields • A few are slightly different • New Members has a field to show who recruited the new member • Voluntary Cancellation has an option to view the history of the member • Deceased Archive only has a few fields • Other Activities has history option
OAM • Most reports are the same for chapter and federations • Some fields, such as chapter number, are shown in both chapter and federation reports. • This is to reduce maintenance costs. • If there is only one sort option it is still shown so that the user knows the sort sequence
Chapter Activity Reports Menu Because the chapter reports contain more information and two additional reports, we cover the federation by looking at them.
Activity Reports Main Menu These options are covered in a separate presentation.
Activity Reports Main Menu Click on any report
Activity Reports Main Menu We will start by clicking on New Member(s). This will bring up a selection page.
Selection for New Member(s) Report The starting date is usually the first of the year, you can select beginning 01-01-2011
Selection for New Member(s) Report The ending date is today’s date for chapter reports and the first day of the year for federation reports.
Selection for New Member(s) Report Change the month, day or year by clicking on the selection button next to it.
Selection for New Member(s) Report Select how you want the data sorted. Most chapter reports have the criteria shown above while most federation reports also include chapter and expired date.
Selection for New Member(s) Report Click on ENTER to get the report. Please note the message below ENTER. This may take a few minutes.
Activity Reports – New Member This is the New Member Report. To show things clearer we will bring up a screen that only shows the left side.
Activity Reports – New Member Before we do that, please note that all identifying information is hidden.
Left Side of New Member Report This will take you back to the menu.
Left Side of New Member Report This will take you back to the selection page.
Left Side of New Member Report This will create an EXCEL spreadsheet from the data.
Left Side of New Member Report This will create a document that can be used for mailing labels.
Left Side of New Member ReportMailing Label Option This will create a WORD document that can be used for mailing labels. This will create a PDF document that can be used for mailing labels.
Left Side of New Member ReportField Descriptions Chap. This is your chapter number
Left Side of New Member ReportField Descriptions Rec. This will allow you to see the member ID of who recruited the new member.
Left Side of New Member ReportRecruited-By Field Most members will show this, not recruited by anyone
Left Side of New Member ReportRecruited-By Field This shows that the new member was recruited by someone in the chapter
Left Side of New Member ReportField Descriptions ID This is the member ID
Left Side of New Member ReportField Descriptions First and last names
Left Side of New Member ReportField Descriptions Address information
Left Side of New Member ReportField Descriptions Email Address
Right Side of New Member ReportField Descriptions Congressional District The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions CM Chapter Member, The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions MT Member Type The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions DC Dues Category The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions AR Auto Renewal The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions JD Join Date
Right Side of New Member ReportField Descriptions ED Expiration Date
Right Side of New Member ReportField Descriptions AD Activity Date This is the date of the last change to the member record
Activity Reports • Remember • Most reports have the same fields • Most reports have the same selection page • The next slide shows the two chapter reports not on the federation reports • The following slide identifies those with the same format and selection criteria. • Subsequent slides will show the differences
Activity Reports Main MenuSame Selection and Format New Members has the Recruited-By field, everything else is the same as the reports marked with a star
Activity Reports Main MenuSame Selection and Format Let us look at Dropped for Non-renewal
Activity Reports – Dropped for Non-Renewal Additional Field Additional Field There are two additional fields for sorting, Chapter and Expired Date. This is the same as the criteria for the federation reports.
Activity Reports – Dropped for Non-Renewal The HISTORY field is new There are two additional fields for sorting, Chapter and Expired Date.
History Note change of address actions at the same time. Old address hidden
Activity Reports Main MenuSame Selection and Format Let’s look at Deceased Archive
Activity Reports – Deceased Archive Only one sort option
Activity Reports – Deceased Archive Only a few columns
