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Accessing Chapter Reports

October 1, 2012

NOTE: Please ensure all pop up blockers are disabled from your Internet browser.

Go to www.afpnet.org

1)    Login using your Chapter Portal User Name/ID and Password. This is not your personal ID. Please do not change this password. If you do not know your chapters’ login information, please contact AFP. 

User Name: chapter code
Password: 7 digit private password

2)    When you login successfully, the screen will say Welcome, Portal!

3)    Click on the “MY AFP Profile” located at the top of the screen.

4)    Scroll down until you see the green box titled “For Chapter Admins”.  Click on the link below that box titled “Chapter Administration”

5)    Your chapter name should appear.  Click on that link

6)    The next page will show you options for 

  1. Access Chapter Reports
  2. Chapter Membership – this allows you to click on a member’s record and make an address change for them if you have it.

Below those links is chapter record information-  you can edit this information if you like, but we do not use it for anything.  This login is specifically used by the chapter to access the three links above.


ACCESS CHAPTER REPORTS

To access the reports and files of your chapters information.

1)    Click on the link titled “Access Chapter Reports”

2)    The following Reports will display: 

  1. Chapter Roster Download
  2.  Lapsed Member Download
  3. (A)CFRE Listing
  4. New Member Download
  5. Chapter Reimbursement Report

NOTE: After you run a report, there is a glitch in the system where a box starts blinking in the upper right hand side of your screen.  We are still trying to figure out what this is.  If you click your “back” button twice, this blinking will go away. 


Chapter Roster Download
– this report will allow you to pull a full list of your current members.  To do so, click on the link.

1)    It will ask you to “Enter As of Date:”

2)    The date you should enter is the last day of the previous month so you see all your current members.  So for example, if you are running the report on February 15th, you should put in a date of January 31st.  This will pull a file of all members who had an expiration date of January 31 and greater.

3)    Click on Continue

4)    A report will show that you can print if you like, but if you would like to put this in an Excel or CSV format, click on the “Document” tab on the upper left section of the screen.  Then click on “Save to my computer as” and you will see a new list where you can choose Excel, PDF, CSV, etc.  Click on the option you prefer.  This will open up the file in the format you indicated.

This file download includes name, address, demographics, and alternate address information.


Lapsed Member Download
– this allows you to put in a date range and get a list of members who have not renewed their membership.

1)    Enter Period Begin Date:

2)    Enter Period End Date:

3)    Enter the date range of the member’s expiration date you are looking for.  A report will show that you can print if you like, but if you would like to put this in an Excel or Ascii format, click on the “Document” tab on the upper left section of the screen.  Then click on “Save to my computer as” and you will see a new list where you can choose Excel, PDF, CSV, etc.  Click on the option you prefer.  This will open up the file in the format you indicated.


(A)CFRE Listing
this allows you to print a report or download a file of all the members in your chapter who are either CFRE or ACFRE. 


New Member Download
this report allows you to pull a list of new members for your chapter within a certain time period.

1)    Enter Period Begin Date:

2)    Enter Period End Date:

You can run this report at any time, but a good time to do it is when you receive the monthly email from Joe Roadarmel letting you know that we have completed all data entry for a particular month.

3)    A report will show that you can print if you like, but if you would like to put this in an Excel or Ascii format, click on the “Document” tab on the upper left section of the screen.  Then click on “Save to my computer as” and you will see a new list where you can choose Excel, PDF, CSV, etc.  Click on the option you prefer.  This will open up the file in the format you indicated.


Chapter Reimbursement Report
– this report allows you to see the payments that we received during a particular month from members in your chapter.  We will send a copy of this report to the person your chapter has indicated on your officer form should receive this notification on a monthly basis along with either direct deposit receipt or a check. 



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