First Nation Membership Database. Sample Screens



Similar documents
The PTA s new membership website database and dues reporting system


Ontario Woodlot Association

Here are the steps to configure Outlook Express for use with Salmar's Zimbra server. Select "Tools" and then "Accounts from the pull down menu.

Windows Live Mail Setup Guide

Reminder Mate Instructions

EditAble CRM Grid. For Microsoft Dynamics CRM. How To Guide. Trial Configuration: Opportunity View EditAble CRM Grid Scenario

Making an online form in Serif WebPlus

CHARGE Anywhere Designed for Use with QuickBooks

Scanning Documents into OneSite The Preiss Company

Word 2007: Mail Merge Learning Guide

Distributing forms and compiling forms data

How To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up

How To Set Up A Webhosting Website On Windstream.Com

Versions Addressed: Microsoft Office Outlook 2010/2013. Document Updated: Copyright 2014 Smarsh, Inc. All right reserved

emarketing Manual- Creating a New

W-2 Helpful Hints. Tax Table Maintenance

Transaction Management

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month.

This guide shows you how to configure each display option within the item editor.

Infinite Campus Ad Hoc Reporting Basics

Apple Mail Setup Guide (POP3)

MyMediasite Web Interface Overview:

What is a Mail Merge?

Outlook 2010 Setup Guide (POP3)

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve.

OSCAR OLIS (Ontario Laboratory Information System)

HOW TO: A Guide to Using Qualtrics Research Suite

Creating an Excel Spreadsheet Report

SMS for REST Professional

McGill University Pension Plan My Account Users Guide

Abila Grant Management. Document Management

Sage Accountants Business Cloud Advanced Features Guide

Creating a User Profile for Outlook 2013

Creating Surveys Using SurveyMonkey

Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2

Service Exchange Network

Recurring Services Tips and Tools

Auto Print User s Manual

How To Set Up An Apple Mail Account On A Mac Computer Or Macbook With A Password Protected (For A Mac) For A Long Time (For An Older Computer) For Free (For New Mac) (For Older Mac)

All V7 registers support barcode printing, except the Sharp 410/420 1A ROM and that limitation is based upon the register.

Outlook Express and Express Archiver to Backup and Retrieve at UW 1

How To Setup A Facebook Store From Your Existing Shopify Store

IMPORTANT: You must complete this step before you can install and activate SafeSend.

ILLUMINATE ASSESSMENT REPORTS REFERENCE GUIDE

ONBASE OUTLOOK CLIENT GUIDE for 2010 and 2013

Are you a broker or carrier and have registered? Click the Log In link from the top of the page and enter your User Name and Password.

IT Quick Reference Guides Performing Mail Merges in Word 2010

The Conveyancer and PCLaw Quick Start Guide

How to Use Teczo Mailing Services V

Choose the Reports Tab and then the Export/Ad hoc file button. Export Ad-hoc to Excel - 1

Document Manager 2.0. Corporate Administrator Guide

INTRODUCTION TO CONSTANT CONTACT Marketing Program

PMP AWAR X E. User Support Manual V 1.2

Using Ad-Hoc Reporting

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved.

EquiHealth Dashboard AVImark SQL

Free Medical Billing. Insurance Payment Posting: The following instructions will help guide you through Insurance Payment Posting Procedures.

Setup Guide. network support pc repairs web design graphic design Internet services spam filtering hosting sales programming

TeamViewer MSI - Installation instructions to deploy. TeamViewer to your network. Revision TeamViewer b

Beloit College ListServs

Applicant Tracking & Recruitment Overview

Tabs3, PracticeMaster, and the pinwheel symbol ( trademarks of Software Technology, Inc. Portions copyright Microsoft Corporation

Web Payroll. User Guide Payroll Solutions, Inc &

Procedure Guide: Daily Use Cyber Recruiter 6.6 December 2007

Table of Contents. Getting Started...1. Chart of Accounts...1. Sales Tax...3. Setting Up Sales Tax the big picture... 3

Release Notes DAISY 4.0

Help Guide - CSR Portal

This document is intended to provide employers/recruiters with a basic overview and users guide of the Employer/Recruiter section of the job board.

Group Administrator User Guide

MemberDirect Small Business. User Guide for Small Business Members

Report and Export Options

The s can be simple and text based, or graphic rich. They will look great whether being viewed on a computer or mobile device.

Designing Reports in Access

Blackbaud StudentInformationSystem. Reports Guide for Admissions Office

MEET MOBILE for Swimming

Radius Maps and Notification Mailing Lists

TriCore Secure Web Gateway User Guide 1

PDF Web Form. Projects 1

i>clicker v7 Gradebook Integration: Blackboard Learn Instructor Guide

Job Streaming User Guide

Estimating and Vendor Quotes An Estimating and Vendor Quote Workflow Guide

Swisscom Mobile Device Services Quick Start Guide: Set-up Remote Management basic. Mobile Device Services Februar 2014

emerchant Gateway Installation Guide

Microsoft Office 365 Exchange Online Cloud

Spambrella SaaS Encryption Enablement for Customers, Domains and Users Quick Start Guide

LEGISLATOR DATABASE. September, 2012

Configuration Guide - OneDesk to SalesForce Connector

EXCEL Using Excel for Data Query & Management. Information Technology. MS Office Excel 2007 Users Guide. IT Training & Development

Instructions to process IRS forms 1099 in PeopleSoft

Address Collector. - Tutorial -

Basic Data Mining NOTES. Getting Started- (make sure you are logged in to the web version of Skyward)

Create Mailing Labels Using Excel Data (Mail Merge)

Transcription:

First Nation Membership Database Sample Screens Select Member Screen You can quickly search for a person by using the Search For box at the top. You can filter your list by: - Age Range: o All Membership o Adults (18+) o Children - Gender: o All o Male o Female Clicking the Reset Filter button shows entire membership list again. Clicking the Family Profile Report button will generate the Family Profile report for the highlighted person only.

Information Entry Screen - Members Tab Information Entry Screen - Employment Tab

Information Entry Screen - Education Tab Information Entry Screen - Children Tab

Membership Reports - Setup Screen You can produce a variety of reports that contain different information such as: - Address & Phone Numbers - Health Card & Social Insurance Numbers - Mailing Labels o Option to skip persons with no address information o Option to generate labels for all persons regardless of Keep Off Mailing List option. - Ages o Option to show ages on the report - Education o Option to show ages on the report - Employment - Family Profile o Option to show ages on the report - Statistics - Names Only Every report can be previewed, printed, or saved as a PDF file for uploading to websites or emailing.

Every report (except for Statistics) can be filtered based on the Report Filtering Criteria which allows you to extract specific criteria for your reports such as: - Member Status: Members, Non-Members, or All - Bill C-31 Member: C-31, Non C-31, or All - Reserve Status: On Reserve, Off Reserve, or All - Gender: Male, Female, or All - Employment Status: o Employed o Not Employed o Not Employed, Seeking Employment o Not Employed, Not Seeking Employment o Employed, Seeking Employment o Employed, Not Seeking Employment o All - Education Status: Attending School, Not Attending School, or All - Education Attained: Choose from any education level to any other education level - Age: Choose a starting and ending age range as of a particular date (e.g. election date, etc.) - Country: Canada Only, Outside Canada, or All - Living Persons - Deceased Persons The criteria that you have chosen for the report is always displayed at the top of the report in the page heading so that you can tell what criteria was used for the report. You can choose how your reports are sorted by changing the Report Sorting Order section which allows you to sort on two different levels (e.g. by name and band number, name and age, etc.) which includes: - Name - Band Number - Age - Gender

The Statistics report allows you to generate statistics as of a specific date (e.g. today, election day, etc.). You can also filter by including Living Persons and/or Deceased Persons. This will give you full breakdowns such as: - Members - Adults: Females, Males, Total Membership, Bill C-31, On/Off Reserve - Members - Children: Females, Males, Total Membership, Bill C-31, On/Off Reserve - Members - Sub-Total: Females, Males, Total Membership, Bill C-31, On/Off Reserve - Non-Members - Adults: Females, Males, Total Membership, Bill C-31, On/Off Reserve - Non-Members - Children: Females, Males, Total Membership, Bill C-31, On/Off Reserve - Non-Members - Sub-Total: Females, Males, Total Membership, Bill C-31, On/Off Reserve - Grand Totals: Females, Males, Total Membership - Marital Statistics for Members Only - Employment Statistics for Adult Members Only - Miscellaneous Statistics: o Under 18 and attending school o Adults residing in a Nursing Home o Adults requiring Homemakers - Age Demographics: o Age Ranges: 0-4, 5-9, 10-14, 15-19, 20-24, 25-29, 30-34, 35-39, 40-44, 45-49, 50-54, 55-59, 60-64, 65-69, 70-74, 75-79, 80-84, 85-89, 90 and older. o Number Of Persons: Totals Members Non-Members o Percentage (%) of total of each group: Total Members Non-Members

Import Data Screen This allows you to select the file that contains your current membership data. It could be a file from the Indian Registry Service (IRS), or some other format that we have developed a conversion routine for. It can then import that information into your database. You have the option of updating your existing information or replacing it with the import data. Software Setup Screen This allows you to configure the default settings for when you are entering member information. This will save repetitive typing and speed up the data entry process.

Sample Reports Address & Phone Numbers Health Card & Social Insurance Numbers Mailing Labels Ages Education

Employment Family Profile Names Only

Statistics