Incomplete Member Report

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Incomplete Member Report

Incomplete Member Report

The Incomplete Member Report is a report that will list any members (i.e., Students, Faculty, etc.) that have not completed all requirements for a specific program. 

Step 1:

From your home screen click "Reporting" to open the Reporting Dashboard.

image screenshot entity nav-bar highlighting Reports button

Step 2:

On the Reporting Dashboard select "Incomplete Member Report".

image Incomplete member report tile

Step 3:

The Incomplete Member Report allows you to view by Rotation or Affiliation.

You may switch between "View by Rotation" and "View by Affiliation" by clicking the button located on the upper-left side of the page.

image Incomplete Member Report screenshot report setup highlighting View by options

  • Viewing by Affiliation: Will display members (i.e., Students, Faculty, etc.) directly connected with your organization and all requirements for the program you select.

  • Viewing by Rotation: Will display members (i.e., Students, Faculty, etc.) related to one of your Active or Pending rotations for the selected program, along with any requirements.

Step 4:

Select a Member/User Type and a Program.

image Report setup highlighting required fields Select Program and Select Member Type

Step 5:

Click "Run Report" to view the report.


View by Rotation (Optional Filters)

When viewing by rotation, there are optional filters available to assist in narrowing down the information.

To view these options, click Filters (optional) to expand the available filters.

  • You can filter by a specific rotation by entering the Rotation ID/Number, or selecting the rotation from the drop-down.
  • You can also filter down the results using any combination of Experience, Unit, Partnership, Start Date, End Date, and Rotation Status.

image screenshot report setup showing optional filters when viewing by rotation


Export

The report results may be exported to a CSV file.

  • To export all results, click the "Generate CSV" button. This will generate a "Download CSV" button when the CSV file is ready for download. Click "Download CSV" to export and download the file.

  • To export specific results, click the checkbox in the row(s). Then click "Export Selected to CSV". This will generate a "Download CSV" button when the file is ready for download. Click "Download CSV" to export and download the selected results.

results page showing Generate CSV Buttons and Email Selected buttons


Emailing From Report

You can send an email to selected members (i.e., Students, Faculty, etc.), using ACEMAPP's Broadcast Message feature.

Select the row(s) of the members you wish to email. Then click the "Email Selected" button.

Follow the on-screen prompts to compose and send the email directly from the system.

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