TABLE OF CONTENTS

I. Access Member Reports

II. Info Report

III. Attendance Reports

IV. Tasks Reports

V. People Directory Export


I. Access Member Reports

People Reports are available through the Reports menu, which can only be accessed by Organization Admins (Administrators). Two factor authentication (2FA) information can be viewed through the People Directory Export.

To view People report options:

  1. Click Reports from the main menu panel

  2. Click Member Reports from the Reports page

II. Info Report

The Info Report provides basic data pulled from the member's profile page (for more extensive detail, please refer to the People Directory Export. The information included is:

  • First and Last Name

  • Login Email

  • Board Term From and To

  • Title

  • Company

  • Contact Email

  • Contact Phone

  • Bio

  • Twitter

  • Facebook

  • LinkedIn

To view and download the Info Report:

  1. Click Reports from the main menu panel

  2. Click Member Reports

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's member list - the default is All

    2. Report

      1. Click the drop-down to select a specific member report - the default is Info

    3. The Member Reports page adjusts as selections are made

      1. Sort is available for each column displayed

        1. Click the column once to sort ascending and a second time to sort descending

      2. Note: the download will always sort by Last Name regardless of the sort displayed on the page

  4. Click Download CSV to download the list displayed

    1. The CSV file is saved to the downloads folder on your device

III. Attendance Reports

The Attendance Report provides data regarding a member's meeting attendance. There are two downloads available:

  1. Member list of attendance includes the following information:

    1. First and Last Name

    2. # of Invitations

    3. # Attended

    4. Attendance %

  2. Member specific attendance includes the following information:

    1. Meeting

    2. Date

    3. Attendance

To view and download the Attendance reports:

  1. Click Reports from the main menu panel

  2. Click Member Reports

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's member list - the default is All

    2. Report

      1. Click the drop-down to select the Attendance report - the default is Info

    3. Time Frame

      1. Click 30 Days, 90 Days, Year, or All Time

    4. The Member Reports page adjusts as selections are made

  4. Click Download CSV to download the attendance list displayed

    1. The CSV file is saved to the downloads folder on your device

  5. For a report of a specific member's attendance

    1. Find the desired member on the list and click view

    2. Click Download CSV from the pop-up window

    3. The CSV file is saved to the downloads folder on your device

IV. Tasks Reports

The Tasks Report provides data regarding a member's assigned tasks. There are two downloads available:

  1. Member list of tasks includes the following information:

    1. First and Last Name

    2. # Tasks

    3. # Completed

  2. Member specific tasks include the following information:

    1. Task

    2. Due Date

    3. Completed

To view and download the Tasks reports:

  1. Click Reports from the main menu panel

  2. Click Member Reports

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's member list - the default is All

    2. Report

      1. Click the drop-down to select the Tasks report - the default is Info

    3. Time Frame

      1. Click 30 Days, 90 Days, Year, or All

    4. The Member Reports page adjusts as selections are made

  4. Click Download CSV to download the tasks list displayed

    1. The CSV file is saved to the downloads folder on your device

  5. For a report of a specific member's tasks

    1. Find the desired member on the list and click view

    2. Click Download CSV from the pop-up window

    3. The CSV file is saved to the downloads folder on your device

V. People Directory Export

The ability to export from the People Directory is also an available report option. This includes more extensive data pulled from the member's profile and this is also how two factor authentication (2FA) can be checked. The information included is:

  • First and Last Name

  • Login Email

  • Board Role

  • Board Term

  • Company

  • Title

  • Contact Email

  • Phone

  • Personal Address

  • Personal Address 2

  • Personal City

  • Personal State

  • Personal Zip

  • Personal Phone

  • Birthday

  • 2FA Enabled

  • Group Memberships (each group is listed as a column and the member will have an "x" under those they are a member of)

To export the People Directory:

  1. Click People from the main menu panel

  2. Click Export from the People Directory

    1. The CSV file is saved to the downloads folder on your device


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