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How To: Pulling Chapter Rosters
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NALS now provides a group management tool on our website where chapter leaders may pull state and local chapter rosters, among many other functions. Rosters are available for chapter leaders to download in CSV format. Instructions for pulling state and/or local rosters are below: 

  • Step 1: Log in to the NALS website using your username/password
  • Step 2: Click "Manage Profile" in the grey toolbar at top of page
  • Step 3: Click "Groups"
  • Step 4: Click on the name of your "State Organization” or Chapter” 
  • Step 5: If you are set up as a group admin, you should see a tool bar near the top. Click "Group Admin Options" and a drop down will appear.
  • Step 6: Under the "Member Management" area of the drop down, click "Export Group Members" and the file should being to download. 
  • Step 7: You'll have to click the link to download your file once it's done generating. Some browsers may require you to right click and save to your desktop. 

NOTE: The spreadsheet column titled "Date_Joined" is not the members' actual join date -- it is the date on which we placed them into the state/chapter group on the new website.

   

 

For state chapter leaders, a second, customized membership roster is available to you. This new report includes added columns of data—constituent ID, member classification, join/registration date and Group/chapter name.  Instructions for access are below:

  • Step 1: Log in to the NALS website using your username/password
  • Step 2: Click "Manage Profile" in the grey toolbar at top of page
  • Step 3: Click "Groups"
  • Step 4: Click on the name of your "State Organization” 
  • Step 5: If you are set up as a group admin, you should see a tool bar near the top. Click "Group Admin Options" and a drop down will appear.
  • Step 6: Under the “Reporting” area of the drop down, click on “Available Reports.”
  • Step 7: Under “Available Reports” you will see your new state roster report. Click “View Reports” on the right.  Once it’s done generating, you have the option to view, print, or export the report in a CSV format. Some browsers may require you to right click and save to your desktop. 

NOTE: The spreadsheet column titled "Date_Registered" is the members' actual join date.  You may sort by chapter which is an added customized feature.  Should you notice a member is not visible on the report, please contact Saundra Bates as there may have been a population error during data migration over to the new AMS system.

 

  

It is important to remember that group administrator access is only available after the submission of  your officer roster, so each year after your officer elections, be sure to submit an Officer Roster Form to the Resource Center as soon as possible. Timely submission will also make sure your chapter rebates are distributed to the proper person.  Click here to submit an updated Office Roster.

 

 



 

Merging Data Into Word Document

For anyone who wishes to merge the roster data into a Word document for easier viewing, a Word template and an accompanying instructions document is available on the NALS Leaders Page, under the New/Prospective Member Tools section. 

 

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12/6/2016
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