Is a report available that will show the calculated start / end for future appointments? On the Board Book Report there is an option to show Future Appointments. The report will show you the future appointments on the bottom.
Is there a report that I can run that would show me the appointment notes for every seat? You can do this be creating a custom field for appointment notes under Settings -> Configure Appointment Fields So when you fill a seat you have a box to ...
You can run a Board Member report to get all active members and then email directly off that report. In the Reports section of the left hand navigation pane, choose Board Member. Choose the items you want in your report in the Columns to include in ...
You can run a Board Member Report and configure it to include the board name, party affiliations and any other information you need. In Filter by Seat, you would want to include active and expired under the Appointment Status to only include current ...
You can run the expiration report under Reports to see whose term is expiring in the number of days you want to search by and then either export the report as a CSV or PDF file. Be sure to choose the columns you will need when you configure your ...
Go to Reports and choose Board Member Report. Click the field named Filter by Membership Timeframe. Enter the start date and end date you want to find. This will find all members (appointed, elected, etc.) that were active during that timeframe.