Incomplete Members Report

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Incomplete Members Report

Incomplete Members Report

The Incomplete Members Report is a report that will list any of your members 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 click the Incomplete Member Report tile. 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 in the upper lefthand side of the page.

image Incomplete Member Report screenshot report setup highlighting View by options

Viewing by Affiliation:
Will show students or faculty directly connected with you and all of your requirements for the program you select.
Viewing by Rotation:
Will show you all students related to one of your active or pending rotations in the program you select, 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.

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

image screenshot report setup showing optional filters when viewing by rotation

To view these options, clicking Filters (optional) will expand that view.

Export

The report results may be exported to a CSV.

Click the "Generate CSV" button.

When the CSV is ready for download, click the new "Download CSV" button that just appeared below the CSV button(s).

To export selected result rows, click the checkbox in that row(s).

Click the "Export Selected to CSV" button.

When the CSV is ready for download, click the new "Download CSV" button that just appeared below the CSV button(s).

results page showing Generate CSV Buttons and Email Selected buttons

Emailing From Report

You can send an email to members you have selected, using ACEMAPP's broadcast feature.

Select the row(s) of the members you wish to email.

Click the "Email Selected" button.

Follow the on-screen prompts for ACEMAPP's broadcast feature.

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Community Benefit Report
This report allows you to enter a specific dollar amount to calculate the community benefit. You can pull a report based on the active students, student slots hosted, or both during a specific time period.