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The Online Activity Module. A brief description of the Activity Reports. OAM. Please remember that the OAM changes You may see new reports You may see a new field on an existing report You may see a change to an existing field We will try to keep this presentation updated. OAM.

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the online activity module

The Online Activity Module

A brief description of the Activity Reports

slide2
OAM
  • Please remember that the OAM changes
    • You may see new reports
    • You may see a new field on an existing report
    • You may see a change to an existing field
  • We will try to keep this presentation updated
slide3
OAM
  • Most Activity Reports display the same fields
  • A few are slightly different
    • New Members has a field to show who recruited the new member
    • Voluntary Cancellation has an option to view the history of the member
    • Deceased Archive only has a few fields
    • Other Activities has history option
slide4
OAM
  • Most reports are the same for chapter and federations
    • Some fields, such as chapter number, are shown in both chapter and federation reports.
    • This is to reduce maintenance costs.
  • If there is only one sort option it is still shown so that the user knows the sort sequence
chapter activity reports menu1
Chapter Activity Reports Menu

Because the chapter reports contain more information and two additional reports, we cover the federation by looking at them.

activity reports main menu
Activity Reports Main Menu

These options are covered in a separate presentation.

activity reports main menu1
Activity Reports Main Menu

Click on any report

activity reports main menu2
Activity Reports Main Menu

We will start by clicking on New Member(s). This will bring up a selection page.

selection for new member s report
Selection for New Member(s) Report

The starting date is usually the first of the year, you can select beginning 01-01-2011

selection for new member s report1
Selection for New Member(s) Report

The ending date is today’s date for chapter reports and the first day of the year for federation reports.

selection for new member s report2
Selection for New Member(s) Report

Change the month, day or year by clicking on the selection button next to it.

selection for new member s report3
Selection for New Member(s) Report

Select how you want the data sorted.

Most chapter reports have the criteria shown above while most federation reports also include chapter and expired date.

selection for new member s report4
Selection for New Member(s) Report

Click on ENTER to get the report. Please note the message below ENTER. This may take a few minutes.

activity reports new member
Activity Reports – New Member

This is the New Member Report. To show things clearer we will bring up a screen that only shows the left side.

activity reports new member1
Activity Reports – New Member

Before we do that, please note that all identifying information is hidden.

left side of new member report1
Left Side of New Member Report

This will take you back to the menu.

left side of new member report2
Left Side of New Member Report

This will take you back to the selection page.

left side of new member report3
Left Side of New Member Report

This will create an EXCEL spreadsheet from the data.

left side of new member report4
Left Side of New Member Report

This will create a document that can be used for mailing labels.

left side of new member report mailing label option
Left Side of New Member ReportMailing Label Option

This will create a WORD document that can be used for mailing labels.

This will create a PDF document that can be used for mailing labels.

left side of new member report field descriptions
Left Side of New Member ReportField Descriptions

Chap.

This is your chapter number

left side of new member report field descriptions1
Left Side of New Member ReportField Descriptions

Rec.

This will allow you to see the member ID of who recruited the new member.

left side of new member report recruited by field
Left Side of New Member ReportRecruited-By Field

Most members will show this, not recruited by anyone

left side of new member report recruited by field1
Left Side of New Member ReportRecruited-By Field

This shows that the new member was recruited by someone in the chapter

right side of new member report field descriptions
Right Side of New Member ReportField Descriptions

Congressional District

The codes are documented at bottom of the report.

right side of new member report field descriptions1
Right Side of New Member ReportField Descriptions

CM

Chapter Member,

The codes are documented at bottom of the report.

right side of new member report field descriptions2
Right Side of New Member ReportField Descriptions

MT

Member Type

The codes are documented at bottom of the report.

right side of new member report field descriptions3
Right Side of New Member ReportField Descriptions

DC

Dues Category

The codes are documented at bottom of the report.

right side of new member report field descriptions4
Right Side of New Member ReportField Descriptions

AR

Auto Renewal

The codes are documented at bottom of the report.

right side of new member report field descriptions7
Right Side of New Member ReportField Descriptions

AD

Activity Date

This is the date of the last change to the member record

activity reports
Activity Reports
  • Remember
    • Most reports have the same fields
    • Most reports have the same selection page
  • The next slide shows the two chapter reports not on the federation reports
  • The following slide identifies those with the same format and selection criteria.
  • Subsequent slides will show the differences
activity reports main menu same selection and format1
Activity Reports Main MenuSame Selection and Format

New Members has the Recruited-By field, everything else is the same as the reports marked with a star

activity reports main menu same selection and format2
Activity Reports Main MenuSame Selection and Format

Let us look at Dropped for Non-renewal

activity reports dropped for non renewal
Activity Reports – Dropped for Non-Renewal

Additional Field

Additional Field

There are two additional fields for sorting, Chapter and Expired Date. This is the same as the criteria for the federation reports.

activity reports dropped for non renewal1
Activity Reports – Dropped for Non-Renewal

The HISTORY field is new

There are two additional fields for sorting, Chapter and Expired Date.

history
History

Note change of address actions at the same time.

Old address hidden

activity reports other activity
Activity Reports – Other Activity

Selections based upon type of change

activity reports other activity2
Activity Reports – Other Activity

Additional Field, History

slide55
OAM
  • Many Reports
  • Same or similar format
  • Expect changes in the future