Member Information Update Report

Introduction

This report provides a form with the chosen member's contact information on the left side of the form and a place to write down any corrections on the right side of the form.

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Running the Report

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

  1. Click on Member Information Update Form.

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.

Please enter the date you wish to have this form returned to you: This date will appear at the top of the form. For example, if you choose April 30, 2024, the top of the form will read: "Your membership is important to us and we want to make sure we refer the right information about your organization. Please verify the information below, and mark any corrections or omissions and return by April 30, 2024."

Enter a ProfileID: This determines if this report should include all profiles (select the All item) or a specific profile (select the ... item). For a specific profile, enter the profile ID in the "Enter a value" field.

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Breakdown of Report

At the top of the form is your association's contact information.

If any of this needs to be updated, click on the Admin menu and Association Info.

Below the association's contact information is a message to review the information, make any adjustments, and return the form by a specific date (as defined in the Parameters). 

The boxes on the left contain current information and the boxes on the right offer a space to write down any corrections to the left side.

The boxes of current information include:

  • The name and address information
    • The main contact's name (related profile)
    • The member's name
    • The member's mailing address (if defined)

The mailing address is defined in the Profile Edit screen from the Additional Addresses tab. If this is not defined then it will default to the member's address (Generation Information tab).

    • The member's city, state, and zip code.
    • The member's address.
  • Phone numbers and other information
    • The member's phone number and fax number.
    • The member's home phone number.
    • The member's email address and website.
    • The number of full-time employees.
    • The number of part-time employees.
    • The date that this member joined.
  • The main contact and billing address

The billing address is defined in the Profile Edit screen from the Additional Addresses tab. If this is not defined then it will default to the mailing address (another "additional address"), but if that is not defined either then it will default to the member's address (Generation Information tab).

Below the boxes is a place to fill out any business classifications, affiliations, and representative information. Then you will see checkboxes to indicate if there are any changes or not. Finally, the very bottom will offer a place for the member's signature and date.

Group Tree

If you chose All in the Parameters (to include all profiles) then you will see a list of all profiles on the left side. Click on a profile to adjust the form accordingly.

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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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