The Online Activity Module A brief description of the Activity Reports.
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Transcript of The Online Activity Module A brief description of the Activity Reports.
![Page 1: The Online Activity Module A brief description of the Activity Reports.](https://reader030.fdocuments.net/reader030/viewer/2022032701/56649c935503460f9494eb10/html5/thumbnails/1.jpg)
The Online Activity Module
A brief description of the Activity Reports
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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
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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
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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
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Chapter Activity Reports Menu
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Chapter Activity Reports Menu
Because the chapter reports
contain more information
and two additional
reports, we cover the
federation by looking at
them.
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Activity Reports Main Menu
These options are covered in a
separate presentation.
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Activity Reports Main Menu
Click on any report
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Activity Reports Main Menu
We will start by clicking on
New Member(s).
This will bring up a selection
page.
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Selection for New Member(s) ReportThe starting date
is usually the first of the year, you can select
beginning 01-01-2011
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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.
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Selection for New Member(s) Report
Change the month, day or year by clicking on the
selection button next to it.
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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.
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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.
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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.
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Activity Reports – New Member
Before we do that, please note that all
identifying information is hidden.
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Left Side of New Member Report
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Left Side of New Member ReportThis will take you
back to the menu.
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Left Side of New Member ReportThis will take you
back to the selection page.
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Left Side of New Member ReportThis will create an EXCEL spreadsheet
from the data.
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Left Side of New Member ReportThis will create a
document that can be used for mailing
labels.
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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.
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Left Side of New Member ReportField Descriptions
Chap.This is your chapter number
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Left Side of New Member ReportField Descriptions
Rec.This will allow you to see the member ID of who recruited
the new member.
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Left Side of New Member ReportRecruited-By Field
Most members will show this, not recruited by anyone
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Left Side of New Member ReportRecruited-By Field
This shows that the new member was recruited by someone in the chapter
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Left Side of New Member ReportField Descriptions
IDThis is the member ID
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Left Side of New Member ReportField Descriptions
First and last names
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Left Side of New Member ReportField Descriptions
Address information
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Left Side of New Member ReportField Descriptions
Home Phone
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Left Side of New Member ReportField Descriptions
Email Address
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Right Side of New Member ReportField Descriptions
Congressional District
The codes are documented at bottom of the report.
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Right Side of New Member ReportField Descriptions
CMChapter Member,
The codes are documented at bottom of the report.
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Right Side of New Member ReportField Descriptions
MTMember Type
The codes are documented at bottom of the report.
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Right Side of New Member ReportField Descriptions
DCDues Category
The codes are documented at bottom of the report.
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Right Side of New Member ReportField Descriptions
ARAuto Renewal
The codes are documented at bottom of the report.
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Right Side of New Member ReportField Descriptions
JDJoin Date
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Right Side of New Member ReportField Descriptions
EDExpiration Date
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Right Side of New Member ReportField Descriptions
ADActivity Date
This is the date of the last change to the member record
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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
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Activity Reports Main MenuNot on Federation Options
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Activity Reports Main MenuSame Selection and Format
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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
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Activity Reports Main MenuSame Selection and Format
Let us look at Dropped for Non-
renewal
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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.
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Activity Reports – Dropped for Non-Renewal
The HISTORY field is new
There are two additional fields for sorting, Chapter and Expired Date.
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History
Note change of address actions
at the same time.
Old address hidden
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Activity Reports Main MenuSame Selection and Format
Let’s look at Deceased Archive
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Activity Reports – Deceased Archive
Only one sort option
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Activity Reports – Deceased Archive
Only a few columns
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Activity Reports Main MenuSame Selection and Format
Let’s look at Other Activities
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Activity Reports – Other Activity
Selections based upon type of
change
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Activity Reports – Other Activity
Familiar Columns
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Activity Reports – Other Activity
Additional Field, History
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OAM
• Many Reports• Same or similar format• Expect changes in the future