the online activity module a brief description of the activity reports
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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
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) ReportThe 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 MemberThis 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
Left Side of New Member ReportThis will take you
back to the menu.
Left Side of New Member ReportThis will take you
back to the selection page.
Left Side of New Member ReportThis will create an EXCEL spreadsheet
from the data.
Left Side of New Member ReportThis 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
IDThis 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
Home Phone
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
CMChapter Member,
The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions
MTMember Type
The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions
DCDues Category
The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions
ARAuto Renewal
The codes are documented at bottom of the report.
Right Side of New Member ReportField Descriptions
JDJoin Date
Right Side of New Member ReportField Descriptions
EDExpiration Date
Right Side of New Member ReportField Descriptions
ADActivity 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 MenuNot on Federation Options
Activity Reports Main MenuSame Selection and Format
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 FieldAdditional 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
Activity Reports Main MenuSame Selection and Format
Let’s look at Other Activities
Activity Reports – Other Activity
Selections based upon type of
change
Activity Reports – Other Activity
Familiar Columns
Activity Reports – Other Activity
Additional Field, History
OAM
• Many Reports• Same or similar format• Expect changes in the future
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