Output menu

Choosing this menu item provides access to different member related reports. There are thirteen output categories to choose from: “Member Listing,” “Data Sheets,” “File Cards,” “Mailing Labels,” “Post Cards,” “Verification Forms,” “Verification Forms: Email with MS Outlook,” “Export Files,” “Automation,” “Directory Export Files,” “Accounts Receivable,” “Online Reports” and “Other.”

“Member Listing”

Choosing this output item creates a listing of members. Choosing this menu item displays the “Print Member Listingdialog box, which has four tabbed pages: “Data Components,” “Member Filters,” “Grouping” and “Order.” Use the “Data Components” page to specify which descriptive data items will be included in the report. Use the “Member Filters” page, the “Groupingpage and the “Order” page to specify which members will be included and in what order they will displayed. For information about saving and recalling custom report settings used with this report or any other report, see “Creating output.”

“Data Sheets”

Choosing this menu item displays the option to create different and individual Data Sheets for your Members: “Member Account Sheet(s),” “Member Contact Sheet(s),” “Member Event Sheet(s),” “Member Profile Sheet(s)” and “Member Referral Sheet(s).” Use the “Data Componentspage to specify which additional data items will be included in the report. Use the filter pages, the “Grouping” page and the “Order” page to specify which Member records you will create an output for and in what order the outputs will displayed. For information about saving and recalling settings used with this report, see “Creating output.”

“File Cards”

Choosing this menu item displays the “Print Member File Cards” dialog box, which has three tabbed pages: “File Cards,” “Member Filters” and “Order.” On the “File Cardspage, choose the size and type of the file cards you want to print. Use the “Member Filters” page and the “Order” page to specify for which records will be printed and in what order they will print. For information about saving and recalling settings used with this report, see “Creating output.”

A file card displays the company name, address, e-mail address, web site address, phone #1, phone #2 and fax # of a member.

“Mailing Labels”

Choosing this menu item displays the “Print Member Mailing Labels” dialog box, which has three tabbed pages: “Mailing Labels,” “Member Filters” and “Order.” On the “Mailing Labels” page, choose the size and type of the labels you want to print. Use the “Member Filters” page and the “Order” page to specify for which labels will be printed and in what order they will print. For information about saving and recalling settings used with this report, see “Creating output.”

A mailing label displays the name and address of a company.

“Postcards”

Choosing this menu item displays the “Print Members Postcardsdialog box, which has four tabbed pages: “Postcards,” “Member Filters,” “Options” and “Order.” On the “Postcards” page, choose the type of postcards you want to print. Use the “Member Filters” page and the “Order” page to specify which members’ postcards will be printed and in what order they will print. Use the Options” page to include or not include your return address and postnet bar code. For information about saving and recalling settings used with this report, see “Creating output.”

Printing postcards prints the members’ addresses on postcards. Based on the type you choose, you can have the return address print also.

“Verification Forms”

See Printing Verification Forms.

“Verification Forms: Email with MS Outlook”

See Emailing Verification Forms

“Export Files”

Choosing this menu item displays the “Export Member File” dialog box which has three tabbed pages: “Export Files,” “Member Filters” and “Order.” Use the “Member Filters” page and the “Order” page to specify for which members’ information will be exported and in what order. For information about saving and recalling settings used with this report, see “Creating output.”

“Automation”

Choosing this menu item displays a submenu of the different types of automation. For more information, see “Automation.”

“Accounts Receivable”

Choose this menu item to create Accounts Receivable reports. For a detailed explanation of the reports available in this section, see A/R Output in the Members module.

“Directory Export Files”

Choosing this menu item creates documents needed when creating a published chamber’s membership directory. There are three standard “Directory Export Files”: “Business Classified Directory,” “Membership Roster” and “Rep Roster.”

“Business Classified Directory”

This directory organizes Member information by “Business Category.”

Choosing this menu item displays the “Export Business Classified Directorydialog box which has three tabbed pages: “Data Items,” “Member Filters” and “Rep Filters.” Use the “Data Items” page to specify which data items will appear and in what order they will appear and use the “Member Filters” and “Rep Filters” pages to specify which members’ and reps’ information will be included in the directory. For information about saving and recalling settings used with this report, see “Creating output.

“Membership Roster”

This directory organizes Member information alphabetically.
Choosing this menu item displays the “Export Business Classified Directory” dialog box which has three tabbed pages: “Data Items,” “Member Filters” and “Rep Filters.” Use the “Data Items” page to specify which data items will appear and in what order and use the Member Filters” and “Rep Filters” pages to specify which members’ and reps’ information will be included in the directory. For information about saving and recalling settings used with this report, see “Creating output.”

“Rep Roster”

This directory organizes Rep information alphabetically.
Choosing this menu item displays the Export Rep Roster” dialog box which has three tabbed pages: “Data Items,” “Member Filters” and “Rep Filters.” Use the “Data Items” page to specify which data items will appear and in what order they will appear and use the “Rep Filters” pages to specify which members’ and reps’ information will be included in the directory. For information about saving and recalling settings used with this report, see “Creating output.”

“Online Reports”

Five reports exist under the Online Reports submenu accessed from the Output menu in the Members module: “Online Directory Hits Summary,” “Online Directory Category Hits Summary,” “Online Directory Member Referrals”, “E-mail Online Directory Referral Notices” and “Online Changes Log.”

NOTE: All Online Reports will only be available if the database from which you are attempting to run the report is internet enabled. For questions regarding this, please contact Chamber Data Systems, Inc.

“Online Directory Hits Summary”

Displays counts for various types of hits to the online directory that have occurred during the specified time period.

  • How many times someone clicked on a link to the Main Search page of the online directory,
  • How many times someone searched the directory by running a Member “Alphabetical” listing,
  • How many times someone searched the directory by running a Member “Categorical” listing,
  • How many times someone searched the directory by running a Member “Keyword” listing,
  • How many times someone searched the directory by running a New Member listing,
  • How many times someone searched the directory by running a Member Group listing,
  • How many times someone searched the directory by running a Rep “Alphabetical” listing,
  • How many times someone searched the directory by running a Rep Group listing,
  • How many times someone clicked on a link in the online directory to view a Member’s Website,
  • How many times someone clicked on a link to view a map of a Member/Rep’s location from the online directory,
  • How many times someone clicked on a link in the online directory to view a Member/Rep’s online link,
  • How many times someone sent an e-mail to a Member/Rep from the online directory,
  • How many times someone clicked on a link in the online directory to view a Member/Rep’s phone number,
  • How many times someone clicked on a link to view a Member/Rep’s profile page,
  • How many times someone clicked on a link to the Main Search page of the Jobs page,
  • How many times someone clicked on a link to view the Job Listing page,
  • How many times someone clicked on a link to view the Promotions Listing page,
  • How many times someone clicked on a link to view a Promotion from the Promotions Listing page,
  • How many times someone clicked on a link to view the News Listing page,
  • How many times someone clicked on a link to view a News Article from the News Listing page,
  • How many times someone shared a News Article as an email from the News Listing page.

For more information, see “Running the Online Hits Summary

“Online Directory Category Hits Summary”

The “Online Directory Category Hits Summary” is a report which shows the number of times within a specified period each Business Category was viewed in your online directory. For more information, see Running the Online Directory Category Hits Summary. This report can provide very useful information to your members when selling category sponsor ads.

“Online Directory Referrals”

Displays how many “online referrals” were generated for each member during the specified time period. This report can be run in detail or summary format and can be ordered alphabetically or by number of referrals. The following items are considered “Online Referrals”:

  • clicks on a link to view a member’s Web site from the online directory,
  • clicks on a link to view a member’s social networking Web site(s) from the online directory,
  • clicks on a category sponsor ad to view a member’s Web site from the online directory,
  • e-mails sent to a member from the online directory,
  • phone calls placed by clicking on a phone link from a smart phone, and
  • clicks on a link to view a map of a member’s location from the online directory.

For more information, see “Running the Online Directory Referrals Listing.

“E-mail Online Directory Referral Notices”

Generates e-mails notifying those members who have received at least a specified number of online referrals from their listing in the chamber’s online directory within the specified time period. The chamber can use this facility to keep its members aware of the benefits that they are receiving from their listing in the chamber’s online directory and aid in marketing enhanced listings or category sponsor ads. For more information, see “Emailing Online Directory Referral Notices” or contact us.

“Online Changes Log”

Displays all changes made to the database through the Members-only online facility by a member or a rep. Each change includes information regarding the data and time the change was made, what login was used to make the change, what a record was prior to the change and what the record was after the change. For more information, see Running the Online Changes Log.

“Other”

Choosing this menu item displays a selection dialog box from which you can choose any other outputs that are implemented as “installed options” as well as the following reports: “Dues Analysis,” “Retention Analysis,” “Joined / Dropped Summary,” “Rep Attribute Analysis,” “ZIP Code Summary – Members,” and “Malformed E-mail Address Listing” reports listed below. For assistance running any reports please contact us.

“Dues Analysis”

Choosing this menu item displays the “Print Dues Analysis” window which has three tabbed pages: “Report Version,” “Member Filters” and “Grouping.” Use the “Report Version” page to specify if you would a summary or detail listing of the information. Use the “Member Filters” and the “Grouping” page to specify which Members will be displayed on the report and how they will be grouped. This report shows the different annual dues amounts, how many members are assigned an annual dues amount, the total project billed amount for annual dues and the average amount of dues for those members based upon the filters specified. For more information, see “Creating output.

“Retention Analysis”

This report allows you to determine retention of Members as of a “Joined Date.”
Choosing this menu item displays the “Print Retention Analysis” window which has two tabbed pages: “Member Filters” and “Report Specifications.” It is recommended that when running this report on the “Member Filters” page you filter “By Status(es) and “By Joined date.” When specifying your filter criteria, select “Active” and “Dropped” statuses and choose joined dates for the entire period you want retention figures. For example, if you want to see the retention of all Members which joined as of 01/01/2009 as of today, choose “Joined dates” from 01/01/2009 through today’s date. Then on the “Report Specifications” page enter today’s date as the ending date. This report will provide overall retention and annual dues amounts, as well as annual dues lost for members that have not been retained in the specified period of time. For more information about memorizing your report parameters for future recall, see “Creating output.

“Joined/Dropped Summary”

This report will show the net change in Membership over a specified period of time based upon “Joined Dates” and “Dropped Dates.”

Choosing this menu item displays the “Print Joined/Dropped Summary” wizard. Use the “Member Filters” to select “Active” and “Dropped” members and select “Next.” On the “Report Specifications” enter the period of time for which you are wanting figures for. The report will display three columns:

  • The first column shows the total count and dues amount for members that joined and dropped prior to the beginning specified date. It also shows a net count and dues amount for those members.
  • The second column shows the total count and dues amount for members that joined and dropped prior to the ending specified date. It also shows a net count and dues amount for those members.
  • The third column shows the difference (or net change) between the first and second columns. The net amounts show the number of members that had joined and / or dropped during the specified period of time with the associated change in dues amounts.

For more information, see “Creating output.

“Rep Attribute Analysis”

Choosing this menu item displays a wizard that helps you identify which members have or do not have a rep with a particular Attribute. Use the “Member Filters” tab to specify which members you would like to include in the analysis. Use the “Rep Attributes” window to select the Reps with the desired Attributes you would like to include in the analysis. For more information, see “Creating output.

“Zip Code Summary – Members”

Choosing this menu item displays a wizard that allows you to identify how many members have a similar zip code. Use the “Member Filters” tab to specify which members you would like to include in the analysis. Use the last window of the wizard to specify which digits of the zip code you would like summary information displayed. This report lists the number of members in each zip code that falls within the digits that you specified. For more information, see “Creating output.

“Malformed E-mail Address Listing”

Choosing this menu item allows you to identify Members and Reps which have a malformed e-mail address. Use the “Member Filters” tab to specify which records you would like to include in the analysis. This report should be run and all malformed e-mail addresses should be updated prior to sending blast e-mails, e-mails via mail merge, and Verification Forms via e-mail. For more information, see “Creating output” or please contact us.