Partner Rotation Member Report

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Partner Rotation Member Report

Partner Rotation Member Report

View a list of your partners by programs with counts of rotations and members joined to the rotations. Filter by partner, program, rotation dates, and rotation statuses.

Step 1:

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

user home screen highlighting Reporting button

Step 2:

Click on the "Partner Rotation Report" tile to open the Partner Rotation Report screen.

NOTE: You can filter the Report Dashboard by selecting the tabs at the top of the screen. Selecting Rotations will sort the reports by those that have to do with Rotations.

Report Dashboard highlighting Partner Rotation Report

Step 3:

Filters

Use the filters as needed to narrow down your results.

Partner Rotation Member Report filter options

Partner Entity
Select a Partner to narrow the results just to that Entity.
Rotation Status
Select a status or a combination of statuses as needed.
By default, all statuses are selected.
Program
Select a Program to see results just for that program.
Rotations starting after
Enter a date to search for any rotation that started after this date.
Rotations ending before
Entering a date here will search for any rotation the ends before this date.

Step 4:

Click "Submit" to run the report with your selected filters.

Step 5:

Optional Export

Once the report has been run, you can export the results into a .csv by clicking "Generate CSV" and then clicking "Download CSV" when the export is ready.

Partner Rotation Report highlighting Generate CSV button

Partner Rotation Member Report highlighting Download CSV button

Related Articles


Rotation Member Report
The Rotation Member Report is a way to view your members by rotation, along with information on the rotation.