Chamber Platform has a detailed reporting system, where you can filter your reports and export the data into a spreadsheet. To generate any reports, go to Dashboard > Reporting.
If you notice any issues with Reporting, or you want to suggest changes to the data being exported, please contact [email protected].
Reporting Types
Memberships
Memberships: Membership options and the number of members registered to each.
Members: A list of all members, and information about each member.
Membership Transactions: Transaction information about membership payments.
Marketplace
Vendors: A list of all Vendors in your Chamber on Chamber Market.
Sales Statistics: Stats relating to the sale of products on Chamber Market.
eGift Card EBS: Electronic Batch Payments for chambers using eGift Cards. (Beta)
Worldline Promo Codes: List of used Promo Codes, and remaining Promo Code count.
Transactions: List of Transactions on Chamber Market
Communication
Groups: Currently under development
Contact History: Currently under development
Exporting Data
Report Filters
After selecting the report type, ensure that your filters are set correctly. Only some reporting types will support filters, so if they don’t appear that’s why. You can do this by selecting the dropdowns, or check boxes in the Filter section. After making changes, select Apply to update the reporting data.
Some reporting types will also support a date range filter, so ensure that your start/end dates match the range you are looking for.
If you are exporting a list for contact/email purposes, make sure Show Business Contact Information is checked.
Printing/Generating a PDF
To generate a PDF file of the data you would like to export. Select the Print option, and then Save as PDF if your PC supports it. You can also print a physical copy from this page.
Generating a Spreadsheet
To generate a CSV file of your membership data, select Export.