INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

a)  MMS

1.  UnderReports2.  UnderSpecials

b)  off-lineexcelspreadsheet

1

MembershipReportsupdate02-02-2017

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

MMSReportsare:

1.  UndertheReportsmenu

2.  IntheSpecialsectionofReports

2

a.MMSReports

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

Pleasekeepinmindthatalltheresultsshown(especiallyinthisclassofreports)areconditionedbythe:§  accuracyofregistrationsandthe§  correctuseofsystemfunctions(likeExcludeandRemove)!In2015theuseofExcludehasbeenoftenwrongandhavenottobeconsideredinreports.TheuseofExcludehasbeenrestrictedtoyearsprior2015(noIDCsharerequired).Butifyouregisterapaymentinyearsprior2015withoutusingExclude,thatistotalizedinIDCshare!Reportsavailable:Assignments§  Showsthememberswitharoleassignedinthesystem(IG,Gakyilw/color,MembershipCoordinator,Operator)andtheiremail.

3

a.1MMSReportsunderReports-1

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

Payments§  ShowstheregistrationsofpaymentsdoneinaselectedGar/Lingandinaselectedperiodwithdate,amount,nameofmember,characteristicoftheregistration,author.Easytocopyintoexcel.

§  Thereisalimitationofvisibilityonlyovermanagedmembers(notonotherlingsforaling,notonotherGarsforaGar).

§  Thereare3Totalsatbeginning,explainedinthereportitself.Warning:thesecondtotaldoesnotworkaccordingdescriptionwhentheperiodselectedistwoyears.

4

a.1MMSReportsunderReports-2

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

Quarters§  Showsthetotalquarterlyincomebyyear,includingallmembershipyearspaidinthatquarterunlessexcluded(notthepaymentofcurrentyearonly).

§ Matcheswith1sttotalofPaymentsreport.

ForadeeperdescriptionofeachMMSReport,seetheReportTutorial

5

a.1MMSReportsunderReports-3

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

Gar/Lingquarters§  ShowsthelistofLingsinaselectedGarwithtotalquarterlyincomebyyear,includingallmembershipyearspaidin

thatquarterunlessexcluded(notthepaymentofcurrentyearonly!).Matcheswith1sttotalofPaymentsreport.§  IftheGarshare%wasenteredbytheGar(Admin/Manage_Ling_share),calculatesthequarterlyamountduebythe

LingtotheGar.§  IfamemberpaidtotheGarbuthavePreferredCommunityenteredinownpersonaldata,theRefundcolumntotals

thepercentageoftheLingSharetheGarrefundstotheLing.FinalcolumnisthenetduetoGar.§  Evidenceofmemberspayinginthequarter(ofwhatevermembershipyear!!),ofwhichhowmanyarenewcomers.§  Warning:thereportcountsthememberswhopaidineachquarter,evenifrepetitive(so,thesumintheyearmay

benotmeaningful)

6

a.1MMSReportsunderReports-4

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

Statistics§  Shows,forallGars(directmembershiponly)andLings,thenumberofmembersandtheincomeinthecurrentandinthepastyear,referredonlytothemembershipyear,withthedifference,bytypeofmembership

§  (Warning:thereportisnotperfectedandmaysometimesgiveincorrectdataifregistrationsarenotperfect,pleasecross-checkthenumbersonotherreports).

§  MissingeachorganizationtotalsandGartotalsincludedLings.

7

a.1MMSReportsunderReports-5

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

IDCshare§  ShowstheamountregisteredbytheGars(withpossibledetailoftheirLings)sinceyearbeginningtothedateofthereport

inaselectedyear(ifinthepast,e.g.2015,toyearend),inEURattherateofthetimeofreportrunandinLocalCurrency,

andthecorrespondentIDC15%inEuro.

§  Thetextlistofexchangeratesusedisavailablebyalink

§  Thetotalsincludeallpaymentsregisteredintheperiodregardingmembershipyears2015andafter.

8

a.1MMSReportsunderReports-6

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

Whenyouclickonareportbutton,thesystemconfirmsandsendsyouanemailwithalink.Ifyouclickonthatlinkyoucandownloadandopenthereport.

GlobalPayments§  Excelfilewithallthepaymentsinthesystem.Ifyousetthefiltersinheadersyoucanselectaccordingthefieldyoulike(dateofregistration,year,Gar,Lingetc.)andprocessitasyoulike.

§  AvailableinfoonMember:onlysystemUserIDandMemberNumber

9

a.2MMSReportsunderSpecials-1

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

Communitystatus(text)§  ReportsthemaininfoofalltheGar/LingsincludingthealignmentwithGar(forLings)andthenumberofMMSusers(registered)

MyMemberswithpayments(text)§  ReportssomepersonaldataofMembers(presentandpast)andpaymenthistory.

§  GoodasdetailedsupporttoMyMemberslist(excel)§  Accesslimitedtoownmembers.

10

a.2MMSReportsunderSpecials-2

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

MyMemberslist(excel)§  Wideuse!ReportssomepersonaldataofMembers(presentandpast)inexcelfile.CommunityandyearoflastpaymentreportedaswellaslastpaymentinMyCommunities(e.g.theareaaccessibletoMC).Accesslimitedtothosewhoareorhavebeenownmembers.GarhaveaviewofLings.

§  HasbeenimprovedaddingacolumnwithlocalMembershipnumberandonewith“IsWC”(WelcomeCard)status(True=isWC,False=islegalmember)accordingtoyearsofpaymentregisteredinMMS

§  Itisthereforepossibletosee:formermemberswhohavechangedGar/Ling;ifmembershipwaspaidinthepastbutnotthisyear;howmanyWCthereare;howmanyusers(userID);whohasDateofBirthornot;etc.allsimplyusingfilters.Throughfiltering,cangivethelistoflegalmembersintheyear(e.g.select“IsWC”=FALSE,andpresentandpreviousyearincol.QandT).

§  Notethatamemberisshownonlyonce,inthelastyearofpayment(ifrenewedin2017,nomoreisin2016).Rememberthatwhenyouselectyears.

11

a.2MMSReportsunderSpecials-3

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

12

a.2MMSReportsunderSpecials–4

IDCMembers(text)§  ShowsthelegalmemberswithrightofvoteofIDC

accordingtothesecharacteristics:-  PaymentinanaffiliatedGarthisyearor,ifnotrenewed

yet,inpreviousyear-  NotWelcomeCard(3continuouspreviousyearsof

payments)

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

MyMemberswhopaidlastyearbutnotthis§  Self-explainingtitle.Usefultofindmembersnotyetrenewedanddosomething.

§  Tel.numberandemail(ifavailableinMMS)printedforadirectcontact.Textfile.

MyMemberswhodidn'tpayfulllastyear(text)§  Soonavailablepublicly.§  Showsthememberswhohavestartedpayinginthepreviousyearbutnotcompletedthefullfee,forpossiblecontactandexplanations.

13

a.2MMSReportsunderSpecials–5

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

ThisexcelspreadsheetprocessesthedatatakenfromGlobalPayments(forapreviouslyselectedmembershipyear)andforeachGarandLing*shows,byM.type:

-  MembershipIncomeinEuroandlocalcurrency(LC)asfromMMS-  Numberofmembers(calculatedfromPayments)-  Averagefeeineuro(andinlocalcurrency)(ratioofthetwoabove)-  Numberofpaymentsregistered-  Averagenumberofpaymentsbymember-  Amountofmembershipatstandardfees(standardfeexNumberofM.)inLCandeuro-  DifferencebetweenvalueregisteredinMMSandmembershipatstandard-  TotalIDCsharedue(bytheGar)as15%ofstandardvalue,cumulatedandforthelastquarter-  Garshare(forLings,ifrequested)

*LingsarenotshownforKunsangarsastoomany

Askforthespecificdocumentforcompletedetailsandconstructionofthisspreadsheet

14

b.Exceloff-linequarterlyReport-1

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

TherearetwousefulratiosforanylocalMembershipManagement:-  Averagefeeineuroandinlocalcurrency

Theratioineuromaybeaffectedbyexchangeratesfluctuation,butinLocalCurrencyshowstheaveragemeasureofthenon-completedpayment(orregistration)bymembershiptype

-  DifferencebetweenvalueregisteredinMMSandmembershipatstandardfeeThisratioislinkedtothepreviousoneandgivesthetotalamountmissingtocompletestandardpaymentfortheregisteredmembers(againineuroorLCasabove)

ForGars,atablewithalsoacomparisonwithtotalpreviousyearresults(Membershipincomeandnumberofmembers)issupplied,toshowtheprogressinrenewal&new-entry(invalueofpaymentsandinnumberofmemberscomparedtototalsofpreviousyear)

15

b.Exceloff-linequarterlyReport-2

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

Asimplespreadsheetisavailableonrequesttocalculateandanalyzealittlethenumbersandtheratesofrenewal/not-renewalinyourGar/Lingintheyearsfrom2015on(withreliabledatainMMS).ItstartsfromGlobalPaymentsreport(excel)andneedsjustsomeoperationsoffilteringandcountingtogetthenecessarydata.Membersturnoveris20%everyyearinIDCaverage,soitisworthtobeunderstoodbetter!

16

c.ExcelanalysisofMembershiprenewal

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

™

a)   Upgradeafterfirstpayment§  Thisshouldbeencouraged,ofcourse.Butcreatesaproblemforoff-linecalculationsandstatisticsregardingthenumber

ofmembersineachtype(samememberpresentinbothtypes).§  Manualinvestigation,choiceandcorrectionoff-lineisnecessary.§  TheupgradinginMMSispossiblethroughAdmin/PaymentsRegistration,selectthenewtype,Paypartial,enterpayment

andconfirm§  Warning:MMSshowsthelastasofficialmembershiptype,butcountsboththefirstandtheupgradedtypeforits

Statisticsreport.

b)   Downgradeafterfirstpayment(formultiplepayments,incaseofimpossibilitytokeeptheleveldeclaredatfirstpayment)

§  Tobeavoided,ifpossible,butinrealcaseofnecessity,correctedthroughanewpayment:Admin/PaymentsRegistration,selectthenewtype,Paypartial,Removelimit,enter1centpaymentandconfirm

§  Foroff-linereport,sameproblemofmanualinvestigation,choiceandcorrectionoff-line.§  Donotcancelthepreviouspayment(s)inpreviousquarters!Thischangespastcalculations.§  Warning:MMSshowsthelastasofficialmembershiptype,butcountsboththefirstandthedowngradedtypeforits

Statisticsreport.

17

ThechangeofMembershiptypeduringtheyearaffectsreports