Officer reports (Last updated Aug. 16, 2017)

Governing and growing your local group is made much lighter work when you have access to the data you need, when you need it.

As an addendum to the roles-based tools and reporting we debuted with the new Association Management System, below you'll find a description of each report the National Office provides online, including the column headers and data types for CSV-formatted reports.

View Officer Reports

Note: Local Secretaries can designate the recipients of these reports by initiating an officer transition through our Local Group Services Manager or by calling the National Office.

Report definitions

Local Group Funding

This report details the amount of funding the local group is going to receive from the National Office for a particular month. The funding for the previous month becomes available on the second Friday of the current month.

Filetype: PDF

Local Group Lapsed Membership

This report contains contact information for former members who have let their memberships lapse.

Filetype: PDF, CSV, Avery Label

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • address_line_1 nvarchar(75)
  • address_line_2 nvarchar(75)
  • city nvarchar(40)
  • state nvarchar(40)
  • postal_code nvarchar(20)
  • country nvarchar(60)
  • bad_address_flag tinyint
  • bad_address_reason nvarchar(30)
  • adr_carrier_route nvarchar(10)
  • adr_delivery_point_code varchar(10)
  • adr_bar_code nvarchar(50)
  • adr_imbc_characters nvarchar(65)
  • phone_number nvarchar(55)
  • email nvarchar(80)
  • since_date datetime
  • expire_date nvarchar(4)

Local Group Member Count by Rank

This report lists every local groups sorted by the number of active members in each.

Filetype: PDF

Local Group Member Demographics

This report lists the different generational groups for a local group and the self-reported gender statistics in each generation group.

Filetype: PDF

Local Group Members Anniversaries CSV

This report lists the members of the local group, their since date, and the number of years they have been a consecutive member. Automatically sorted to begin at the current month and wrap around.

Filetype: CSV

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • member_since_date date
  • member_since_month nvarchar(12)
  • member_since_year_count int

Local Group Members Birthdays CSV

This report lists the members of the local group and their birth month and day. Automatically sorted to begin at the current month and wrap around.

Filetype: CSV

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • birth_date nvarchar(15)

Local Group Members Leaving Group

This report lists the members of the local group that have left the local group between the Start Date and End Date of the report. The leaving_status column indicates how they left the local group. The member_years column will be populated, if the member is deceased, with how many consecutive years they were a member.

Filetype: PDF, CSV, Avery Label

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • address_line_1 nvarchar(75)
  • address_line_2 nvarchar(75)
  • city nvarchar(40)
  • state nvarchar(40)
  • postal_code nvarchar(20)
  • country nvarchar(60)
  • bad_address_flag tinyint
  • bad_address_reason nvarchar(30)
  • adr_carrier_route nvarchar(10)
  • adr_delivery_point_code nvarchar(10)
  • adr_bar_code nvarchar(50)
  • adr_imbc_characters nvarchar(65)
  • phone_number nvarchar(55)
  • email nvarchar(80)
  • since_date datetime
  • expire_date datetime
  • member_type nvarchar(50)
  • leaving_status nvarchar(10)
  • member_years int

Local Group Members New To Group

This report lists the members who are new to the local group between the Start Date and End Date of the report. The new_status column indicates how they became a new member to the local group.

Filetype: PDF, CSV, Avery Label

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • address_line_1 nvarchar(75)
  • address_line_2 nvarchar(75)
  • city nvarchar(40)
  • state nvarchar(40)
  • postal_code nvarchar(20)
  • country nvarchar(60)
  • bad_address_flag tinyint
  • bad_address_reason nvarchar(30)
  • adr_carrier_route nvarchar(10)
  • adr_delivery_point_code nvarchar(10)
  • adr_bar_code nvarchar(50)
  • adr_imbc_characters nvarchar(65)
  • phone_number nvarchar(55)
  • email nvarchar(80)
  • since_date datetime
  • expire_date datetime
  • member_type nvarchar(50)
  • new_status nvarchar(10)

Local Group Membership Roster

This report lists all of the members for a local group and their contact information.

Filetype: PDF, CSV, Avery Label

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • address_line_1 nvarchar(75)
  • address_line_2 nvarchar(75)
  • city nvarchar(40)
  • state nvarchar(40)
  • postal_code nvarchar(20)
  • country nvarchar(60)
  • bad_address_flag tinyint
  • bad_address_reason nvarchar(30)
  • adr_carrier_route nvarchar(10)
  • adr_delivery_point_code nvarchar(10)
  • adr_bar_code nvarchar(50)
  • adr_imbc_characters nvarchar(65)
  • phone_number nvarchar(55)
  • email nvarchar(80)
  • since_date datetime
  • expire_date datetime
  • member_type nvarchar(50)

Local Group Membership Youth Members

This report lists all of the members of the local group that are under the age of 18 grouped into the following categories: '6 and under,' '7-10,' '11-14', and '15-17.'

Filetype: PDF, CSV, Avery Label

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • address_line_1 nvarchar(75)
  • address_line_2 nvarchar(75)
  • city nvarchar(40)
  • state nvarchar(40)
  • postal_code nvarchar(20)
  • country nvarchar(60)
  • bad_address_flag tinyint
  • bad_address_reason nvarchar(30)
  • adr_carrier_route nvarchar(10)
  • adr_delivery_point_code nvarchar(10)
  • adr_bar_code nvarchar(50)
  • adr_imbc_characters nvarchar(65)
  • phone_number nvarchar(55)
  • email nvarchar(80)
  • since_date datetime
  • expire_date datetime
  • member_type nvarchar(50)
  • ind_dob datetime
  • ind_age_string int

Local Group Newsletter Distribution

This report lists all of the members for a local group and their contact information filtered by their Distribution Preference. The Email Your Members tool uses this report as its data source.

Filetype: PDF, CSV, Avery Label

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • address_line_1 nvarchar(75)
  • address_line_2 nvarchar(75)
  • city nvarchar(40)
  • state nvarchar(40)
  • postal_code nvarchar(20)
  • country nvarchar(60)
  • bad_address_flag tinyint
  • bad_address_reason nvarchar(30)
  • adr_carrier_route nvarchar(10)
  • adr_delivery_point_code nvarchar(10)
  • adr_bar_code nvarchar(50)
  • adr_imbc_characters nvarchar(65)
  • phone_number nvarchar(55)
  • email nvarchar(80)
  • since_date datetime
  • expire_date datetime
  • member_type nvarchar(50)
  • chapter_newsletter_preference nvarchar(10)

Local Group Offers of Membership

This report lists the members who have been offered membership between the Start Date and End Date of the report.

Filetype: PDF, CSV, Avery Label

Local Group Officer Demographics

This report lists the different generation groups for the officers of a local group and the self-reported gender statistics in each generation group.

Filetype: PDF

Local Group Officer Listing

This report lists the different officers of a local group, their contact information, when they started the position, and if they are currently a member or not.

Filetype: PDF

Local Group Proctor Listing

This report lists the proctors, proctors in training, and past proctors of a local group; their contact information; and when they last proctored a test.

Filetype: PDF

Local Group Prospective Members

This report lists all of the prospective members for a local group, their contact information, how they became a prospect, and what tests (if any) they have taken. The Prospect Management tool uses this report as its data source.

Filetype: PDF, CSV, Avery Label

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • address_line_1 nvarchar(75)
  • address_line_2 nvarchar(75)
  • city nvarchar(40)
  • state nvarchar(40)
  • postal_code nvarchar(20)
  • country nvarchar(60)
  • bad_address_flag tinyint
  • bad_address_reason nvarchar(30)
  • phone_number nvarchar(55)
  • email nvarchar(80)
  • source nvarchar(50)
  • taken_mat tinyint
  • taken_wonderlic tinyint
  • taken_rait tinyint
  • taken_cattell tinyint
  • taken_nvr tinyint
  • taken_pictoral tinyint
  • add_date smalldatetime
  • test_how_soon nvarchar(500)

Local Group Zip Statistics

This report lists all of the Zip codes that are associated to a local group, the area for the ZIP code, and the amount of members in each ZIP code.

Filetype: CSV

CSV columns

  • zipcode nvarchar(5)
  • area nvarchar(5)
  • num_of_members int

Member Directory CSV

This report lists all of the members for a local group and their contact information filtered for displaying in an online or print directory. This report is available by request only. To request the Member Directory CSV, please email our Local Groups Coordinator.

Filetype: CSV

CSV columns

  • member_number bigint
  • full_name nvarchar(60)
  • title nvarchar(20)
  • first_name nvarchar(30)
  • middle_name nvarchar(30)
  • last_name nvarchar(30)
  • lineage nvarchar(20)
  • local_group nvarchar(10)
  • local_group_area nvarchar(5)
  • address_line_1 nvarchar(75)
  • address_line_2 nvarchar(75)
  • city nvarchar(40)
  • state nvarchar(40)
  • postal_code nvarchar(20)
  • country nvarchar(60)
  • bad_address_flag tinyint
  • preference_flag tinyint
  • phone_number nvarchar(55)
  • email nvarchar(80)