Usage
After putting in the effort to edit or customize a report, save it for future use for just yourself or for any chapter officer. Remember - every time you pull the report the data will update as it is pulling live information.
Platform
Chapter Management Hub
Watch the video
Steps
Save edited report for the first time
1. In edit mode, click on the dropdown caret next to Save and select Save As.
2. In the pop-up, complete the Report Name* (required) and Report Description (optional).
*It is best practice to use your chapter name in the Report Name so it is easier to find in the future.
Selecting a folder for the saved report
When saving a report you have two options for folders:
Partner Reports - Use this folder to share the report with an officer or fellow chapter manager.
Private Reports - Use this folder if you will be the only person using the report.
If you see Temp Partner Reports, do NOT use this folder.
3. To choose a new folder, click on Select Folder.
4. Click on All Folders.
5. Select Private Reports or Partner Reports. Choose whichever works best for your scenario.
6. Click on Select Folder.
7. Click Save.
Save over previously edited report
If you are editing a report, you previously saved then:
1. In edit mode, click Save.
Find your saved report
1. Under Chapter Data select the Action Create and View Personal Reports
2. If you viewed the report recently, it will show on your recent list. You can use the search bar to search* for a recent report.
*If you followed the best practice to use your chapter name in the report title, just search for your chapter name rather than using the full report name!
3. If the report was NOT viewed recently, click on All Reports.
4. Use the search bar to search for the report name*.
*If you followed the best practice to use your chapter name in the report title - just search for your chapter name rather than using the full report name!
Things to know
Which folder to save in
When saving a report you have two options for folders:
Partner Reports - Use this folder to share the report with an officer or fellow chapter manager.
Private Reports - Use this folder if you will be the only person using the report.
Best Practices
When naming your report, use your chapter name in the title so searching for the report is easier in the future!
How to get help
Reach out to your regional manager (RM) or chapters and regions community manager (CRCM) at [email protected] for additional support.