Usage
Chapters can edit and save reports for their own use through the Chapter Management Hub. This article outlines how to get into edit mode and how to understand the layout of editing.
Platform
Chapter Management Hub
Watch the video
Steps
Get into edit mode
1. Enter the Chapter Data module.
2. Select a report from the list of Chapter Reports. All reports listed are able to be edited by the chapter
3. Click on Edit on the top right of the report.
Structure of edit mode
Outline
Outline shows you all the columns that are in your report and how your report is displayed.
Filters
Filters determine what data is included or excluded in your report.
Preview
The preview window allows you to view a snapshot of your report as you are editing or changing it. It will only show you 20-50 records at a time while you are editing.
Run
Run the report to see your full changes and to view all the data for your chapter(s).
Things to know
The changes you make while editing a report will NOT impact other CM Hub users or their experience so explore and click away!
How to get help
Reach out to your regional manager (RM) or chapters and regions community manager (CRCM) at concierge@ypo.org for additional support.