How do I run a report about advisory board activity members?

Written By Cameron Kolick

Last updated 8 months ago

This report will show all members that are assigned to activities in the specified date range. This will provide details about if the members have RSVPed, were present, and if they were notified.

1. Navigate to the Reports page

2. Click on the Advisory Board tab

3. Click on Activity Members Export

4. Specify any filters you'd like to use for the report to narrow down the documents returned

5. Click on Generate

6. Once the status of the newest report reaches 100%, click the action button next to the report

7. Click on Download

List of information you will receive for this export:

  • Advisory Board Name

  • Activity Name

  • Member Organization

  • Member First Name

  • Member Last Name

  • Member RSVP Status

  • Member Present Status

  • Member Notified Status

  • Member Email

  • Member Role