Chapter Selection window

From Customers, select Manage chapter rosters, click Print, select a report, and click Run
When you select a report and click Run, the Chapter Selection window opens. Use this window to customize your report by specifying the records to include by chapter and/or the term of the enrollments. The options in the Chapter Selection window include the following:
Chapter Selection
- Current Chapter Only - Enable this option to include information for the current chapter only.
- All Chapters - Enable this option to include information for all chapters.
- Select Chapter(s) - Enable this option to specify the chapter to include in the report. When you enable this option, a text box opens allowing you to enter the name of the chapter. You can also use the lookup icon to select a chapter.
Term
- Current - Enable this option to include only those members whose term includes the Effective Date.
- All - Enable this option to include all chapter enrollments.
- Future - Enable this option to include only future chapter enrollments.
- Past - Enable this option to include only enrollments that have expired.
Effective Date
Enter a date from which to report. Reports will generate only for dates on and after that entered in the Effective Date field. This field defaults to the current date. You can override this value.
From
Enter a beginning date.
Thru
Enter an ending date.
Address
- Preferred Mail - Enable this option to select all customer records in the database.
- Address - Enable this option to select all customer records with a customer type of Member.
- Bill Address - Enable this option to select all customer records with a customer type other than Member.
- Street Address - Enable this option to select all customer records for one or more customer types regardless of the Paid Thru date.
- No Address - Enable this option to access other search formats to further define your record selections.
- Home Address
Print Options
The selections in the third column allow you to further define the records selected in the second column by restricting the records by their Paid Thru date:
- Header - Enable this option to select all customer records regardless of their Paid Thru date.
- Quotations - Enable this option to select only those customers who have a Paid Thru date that is equal to or after the date displayed in the Effective Date field.
- Eliminate Duplicates - Enable this option to select only those customers who have a Paid Thru date that is before the date displayed in the Effective Date field.