Membership Directory Report

Introduction

This report shows members that have a listing for the member directory.

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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 Membership Directory.

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.

Select Listings to Display: This determines the type of listings that should be reflected in the report.

• Print Listings Only: If this is selected then the report will only show active listings that were set up as Print Listings (in the Listings tab of the profile).

• All Listings: If this is selected then the report will show all active listings.

Select Primary Sort Order: This determines the order by which the report will sort the data.

• By Name: If this is selected then it will sort everything by member profile name.
• By Category: If this is selected then it will sort everything by listing category.

Select Org Affiliation (Leave Blank for All): This allows you to filter the report down to members that have a specific affiliation code. If you leave the field blank then it will show everyone.

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Breakdown of Report

This report shows all member profiles that have a listing for the member directory. It breaks the data down alphabetically by profile name or listing category (depending on what you chose in the Parameters).

Each member profile has:

• The member profile's report name
• The member profile's main contact name
• The member profile's address
• The member profile's city, state, and zip
• The member profile's phone number
• The member profile's fax number
• The member profile's email address
• The member profile's web address
• The listing category 

If sorting by profile name, A-Z will appear on the left side. If you expand one of these letters, you will see all of the member profiles that start with that letter, and you can click on the profile name to jump to it.

If sorting by listing category, the listing categories will appear on the left side. If you expand one of these categories, you will see all of the member profiles that have that category, and you can click on the profile name to jump to it.

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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.

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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