We would like to pull a report for all our programs' advisory members and not have to go into each program individually. We would like to pull: program, name, address, phone, and email. Active and in-active status.
Thank you! I will review with our PIMS person and ask for additional information, if necessary.
Pathful Support
Team•
Aug 12
@Nancy Doster, Have you tried running the “Members Export” report? To access it, click on the Reports tab of the Analytics page. You’ll see it listed under the Advisory Board heading.
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Nancy Doster
Aug 12
Thank you! I will review with our PIMS person and ask for additional information, if necessary.
Pathful Support
Aug 12
@Nancy Doster, Have you tried running the “Members Export” report? To access it, click on the Reports tab of the Analytics page. You’ll see it listed under the Advisory Board heading.