Members and Main Profiles Report

Introduction

This report shows each member profile name, ID, and contact information, and the name, contact information, and status of the related profile that is the member's main contact.

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Running the Report

1. Click on the Reports menu and Run a Report.
2. Click to expand the Member Reports.

3. Click on Members and Main Profiles.

This will open a window where you define parameters for the report.

After you click OK to run the report, you can refresh the report page at any time to go back to the parameters window, and make changes.

At the top of the report, be sure to look at the paging controls (see screenshot below). If the button on the right (next page) is available then there is more data.

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Parameters

After you define these parameters, scroll to the bottom, and click OK to go into the report.

Enter ViewFormat: This allows you to render the report in the standard Print View for printing or exporting or in a special Export View that is optimized for exporting.

The Export View is NOT readable from the browser, but readable in Excel.

• The Print View, which is the standard view for all reports, renders the data in a readable format from the browser. It includes Print and Export options in the top left corner.
• The Export View also includes Print and Export options in the top left corner, but this view is specifically meant to be used with the Export option > Excel formats.

For Export View, choose "Microsoft Excel (1997-2003) Data-Only" as the File Format.

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Breakdown of Report

Each member profile has two columns of information.

First column:

• The member profile's report name
• The member profile ID
• The member profile's address
• The member profile's city, state, and zip
• The member profile's phone number
• The member profile's email address
• The member profile's web address
• The member profile's fax number

Second column:

• The member profile's main contact name
• The member profile's main contact phone number
• The member profile's main contact email address
• The member profile's main contact membership status

On the left side, you can click on a member profile to jump to the page of the report with that profile.

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Exporting

In the top left corner is a button to print which allows you to export this report to PDF.

Once exported to PDF, you can view and print the PDF.

If you chose the Export View (Parameters) then do NOT use this option because it will print an unreadable report. Instead use the Export option which is detailed below.

Also in the top left corner is a button to export to other formats.

The other available formats include:

• Crystal Reports (RPT)
• PDF
• Microsoft Excel
• Microsoft Word
• Rich Text Format
• Character Separated Values (CSV)
• XML

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