Should not show!


One StarTwo StarsThree StarsFour StarsFive Stars





 

Presentation Information

 

  email

 

 

 

 

 

 

Description


 

Table of Contents

Here are the discussion topics that you will find in this title :

Introduction

Chapter Reporting System (CRS)Chapter Leader Training

CRS Training Topics

Training Topics

Training Goals

CRS Basics

What is CRS?

How CRS Relates to Other PMI Systems

About Data Availability

Data Interpretation Tips

Strategies

1. Communication

2. Event and Locale Logistics

3. Program Planning

4. Member Growth and Retention

CRS Access

CRS Access and Navigation Summary

Link to CRS from Component System (CS)

Officer Rights Control CRS Report Options

CRS Home

Example of Tools and Choices

Report Export and Printing Options

Export to Excel to see all Columns

Aggregate Calculations

Overview, Survey, Summary Reports

Overview, Survey, and Service Metrics Reports

Overview:

Survey Report Options

Summary Report – Part 1

Summary Report – Part 2

Full Report

Compare Report

Compare Report

Service Metrics Report Options

Charter Renewal Responses:

Untitled

Interpreting the Scorecard

Membership Reports

About the Membership Reports

CRS Membership Reports:

Member List Report Options:

Member List Report Example:

Member Detail Report Options:

Member Detail Report Example:

Member Credential Report Options:

Member Credential Report Example:

Prospective Member Detail

About the Prospective Member Report

Step 1: Report Date

Step 2: Filter By Options

Step 3: Group By Options

Step 4: Report Purpose:

Step 5: Select Records to Include and Run Report

New Members in Last 60 Days, Group By Company, General Chapter Use

New Members in Last 60 Days, Group By None, General Chapter Use

Interpreting Prospective Member Summary Results

CRS Finance Reports

CRS Finance Reports

How to Run Finance Reports

Membership Transactions

Membership Transactions – Canada Only

Chapter Transactions:

Thanks

Thanks for viewing this training presentation!