(1) Log on, go to the Member Report Builder
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| From OALM |
(2) Open the Filter Wizard to select and sort the data.
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| From OALM |
(3) Add fields to the default view, by clicking on the field selector.
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| From OALM |
(4) Add an Ordeal date range. The reason you might do this instead of looking for current dues paid members is you might find some active members whose dues are lapsed. While I chose a 5 year range, Mr. Tony suggested the range be set to dates older than 10 months. If the chapter's next brotherhood event is scheduled for May 1, 2010, then set the ordeal date range to <= 07/01/2009.
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| From OALM |
(5) Add a chapter to focus on.
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| From OALM |
(6) Pick current level = Ordeal, to find those who need Brotherhood.
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| From OALM |
(7) The most important step, after leaving the Filter Wizard: click Refresh.
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| From OALM |
(8) Use the field selector to pick important fields such as contact info, dropping constants such as state.
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| From OALM |
(9) I don't show the sort selection button, but here are the results by dues year. You could sort on Ordeal date instead for a similar view.
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| From OALM |
Our work here is done.
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