Sorting and Filtering Membership Reports

How do I find my Chapter Reports?

1. Once logged into ASHRAE.org, hover over the blue “Society Groups” tab at the top, and select “Chapters”
   
2. In the left-hand column, click “Run Reports” under “Chapters”
3. Your chapter name will appear in the center of the screen – click on it
4. Click “Run Chapter Reports" and select the report you wish to run.

For more detailed instructions, or a personal walk through the process with staff, contact dgurley@ashrae.org. 

Dues Notices, Editing Member Contact Information, and
Managing Chapter Dues Received in Your Members’ Records
Follow the first 3 steps listed above. Next:
1. You will see a listing of members in your chapter and you can page through the lists of members – select the preferred person
2. Click “edit” and a membership information screen will open
--- You can edit any of the fields for contact information and save it---Click “Member Dues Renewal Notice” & you can email directly or print and hand to a member 
--- At the bottom under the “locally paid chapter dues information,” you can enter anything you wish in the three fields, and we have suggested you track date, amount paid and payment type.

Master Chapter Reports Legend

Reports Part I

Reports Part II

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