Difference between revisions of "Federal Managers Association"

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(Admin Reporting)
(Public Site Database Reporting)
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== Public Site Database Reporting ==
 
== Public Site Database Reporting ==
  
Show All Members
+
'''Show All Members'''
- Report Titled "Members within all Chapters"
+
* Report Titled "Members within all Chapters"
- report lists all people with membership association to membership accounts where
+
* report lists all people with membership association to membership accounts where
-- active people
+
* active people
-- active accounts
+
* active accounts
-- membership status not canceled
+
* membership status not canceled
-- ordered by person last name
+
* ordered by person last name
- NOTE: selection does not consider membership type
+
* NOTE: selection does not consider membership type
  
Departing Members
+
'''Departing Members'''
- Report Titled "Departing Members within all chapters"
+
* Report Titled "Departing Members within all chapters"
- report lists all people with membership association that have either an account with membership status canceled, or Previous Account set in their people record
+
* eport lists all people with membership association that have either an account with membership status canceled, or Previous Account set in their people record
 
- NOTE: selection does not consider people active field.
 
- NOTE: selection does not consider people active field.
 
- NOTE: selection does not consider account active field.
 
- NOTE: selection does not consider account active field.

Revision as of 23:18, 1 May 2015

Users Guide for FedManagers.org

Entities

  • People (aka user,member)- A record in the People table.
  • Organization (aka company) - An entity under which people may be attatched
  • Group (aka list) - A collection of people
  • Account - an entity in ecommerce that can carry out transactions. All ecommerce properties are assigned to an account. An account has primary and billing contacts.
  • Membership Account - an Account that includes a Membership Type. An account should only be converted to a membership account through the site's Join form.
  • Membership People - People listed in the People tab of a membership account in Membership Manager. people records that have a valid membership-people-rule to an account. When this happens, the person is listed in the people tab of the membership account in membership manager
  • Membership Organizations - Organizations listed in the organization tab of a membership account in Membership Manager.

Roles

  • Administrator - Has edit access to all content. Create an administrator by checking the Admin checkbox in any people record.
  • Guest - A site visitor with no privileges to see private content or edit
  • Regional Director -
  • Primary Contact -
  • Billing Contact -
  • Board of Directors -

Admin Reporting

These reports are available from the FMA Feature List addon, typically placed on the desktop.

Chapter Rosters - This is a link to the /database report "Show All Members"

Reporting - Summary Departing Members

  • User selects a "Start DepartDate" and "End DepartDate"
  • Report Titled "Summary Departed Members"
  • Report lists all people records with "Expiration Date" between the two dates entered
  • NOTE: this is not related to any other people field, like active.
  • NOTE: this report does NOT check any association to an account

Reporting - Departing Affiliate Members

  • User selects a "Start DepartDate" and "End DepartDate"
  • Report titled "All affiliate members within the expiration date"
  • Report lists all the people record with previousAccountID not empty, and a dateDeleted between the selected DepartDates, order by last name
  • NOTE: this is not related to any other people field, like active.
  • NOTE: this report does NOT check any association to an account

Reporting - Departing Members At Large

  • User selects a "Start DepartDate" and "End DepartDate"
  • Report Titled "All members at large within the expiration date"
  • Report lists all People with a membership association to an account where the account has membershipStatus "canceled" and the persons dateDeleted is between the selected DepartDates
  • order by last name

Reporting - All Members

  • Report Titled "All Members Report"
  • Report lists all People with a membership association to an account, where the person is active, the account is active and the account has membershipStatus not canceled
  • ordered by person's last name
  • NOTE: selection does not consider if the account is closed.

Reporting - Summary Added Members

  • User selects a "Start JoinDate" and "End JoinDate"
  • Report is divided into sections, one section for each region
  • Report lists all People with a membership association to an account that has the specific region set, and the person has the field expirationDate between te selected JoinDates
  • NOTE: selection does not consider people active field.
  • NOTE: selection does not consider account active field.
  • NOTE: selection does not consider region active field.
  • NOTE: selection does not consider if the account has membership status canceled.
  • NOTE: selection does not consider if the account is closed.
  • NOTE: selection does not consider membership type

Public Site Database Reporting

Show All Members

  • Report Titled "Members within all Chapters"
  • report lists all people with membership association to membership accounts where
  • active people
  • active accounts
  • membership status not canceled
  • ordered by person last name
  • NOTE: selection does not consider membership type

Departing Members

  • Report Titled "Departing Members within all chapters"
  • eport lists all people with membership association that have either an account with membership status canceled, or Previous Account set in their people record

- NOTE: selection does not consider people active field. - NOTE: selection does not consider account active field. - NOTE: selection does not consider region active field. (rows with inactive regions will display a blank region) - NOTE: selection does not consider if the account has membership status canceled. (if people.previousAccount is set, account status does not matter) - NOTE: selection does not consider if the account is closed. - NOTE: selection does not consider membership type

Regional Balance Report by Chapter - Report Titled "Regional Balance Report" - Generates the appropriate transaction columns for every active account.

Balance Report - Report Titled ""


Leslie