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Online reporting 102.

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Presentation on theme: "Online reporting 102."— Presentation transcript:

1 Online reporting 102

2 Scott Smith chief technology officer Kiwanis International

3 What is online member management?
A way for club secretaries to add, delete and edit member information online with Kiwanis International Changes are reflected with Kiwanis International immediately

4 Availability Your district must agree to use the online reporting platform. Available everywhere and currently in use in: North America Australia New Zealand-South Pacific Philippine Luzon Malaysia Available in English, French, German, Dutch, Norwegian, Icelandic and Spanish Coming soon: Japanese, Korean and Mandarin Chinese

5 Online member management tour

6 Search—all members

7 Search—all members next screen

8 Export to Excel

9 Export to Excel—data Member ID Title Last name First name Middle name
Prefix Suffix Club key number Club name Division Club join date KI join date Primary address Company name Record modified date Primary phone Fax Sponsor

10 Edit member information

11 Edit member information – next screen

12 Delete members

13 Delete members – next screen

14 Search—former members

15 Search deceased members

16 Search club officers

17 Search—individual members

18 Add new members

19 Add new members—next screen

20 Add new members— invoice page

21 Club Excellence Tool The Club Excellence Tool is an online survey to help you monitor the health of your club. Gain feedback on your club’s strengths and weaknesses in many categories Compare improvements over time against past surveys Resources are provided to help you improve in designated areas

22 Club Excellence Tool—admin setup

23 Club Excellence Tool—survey start screen

24 Club Excellence Tool—club meetings

25 Club Excellence Tool—service

26 Club Excellence Tool—fellowship

27 Club Excellence Tool—fundraising

28 Club Excellence Tool—club leadership

29 Club Excellence Tool—membership growth

30 Club Excellence Tool—retention

31 Club Excellence Tool—score

32 Club Excellence Tool— overall results

33 tips and resources for improvement based on results
Club Excellence Tool— tips and resources for improvement based on results

34 Club Excellence Tool—report

35 Club Excellence Tool—admin reports

36 Email kiwanisone@kiwanis.org or submit question via the
Questions? or submit question via the secretary dashboard

37 Session evaluation Please… Fill out Tear out Turn in

38 Thank you!


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