Revised: 09/22/2017

Applicant Member Profile Report

Go to Reports>>Member Profile

This program will generate a report of household members by number or name based on the report options.

Report Options

Click Report Options for more information on the following areas for generating and viewing the report:

General

Group Selection

Application For

Enter or select an Application For for the report.

Waiting List

Enter or select a Waiting List code for the report or leave blank.

Date Selection

Date Selector

Enter or select one of the following date options:

Start Date

Enter or select a beginning date for the report or leave blank.
 

End/Effective Date

Enter or select a date to serve as either the ending date for a range or as the effective date.

If the date entered is an effective date the start date may be left blank.

General Selections

Active Members Only

Place a checkmark in the box if the report should not include inactive members.

Print Social Security Numbers

Place a checkmark in the box if the report should include social security numbers.  The social security numbers will be masked; only displaying the last four digits.  To show the full social security number, checkmark the Print Full SSN box also.

Print Full SSN

Enter a checkmark in this box to display the applicant member's full social security number on the report.  The Print Social Security Numbers box should also be checked.

Enhanced Merge

Create Merge Interface

If you are running the report in order to print batch letters or merge information, enter a check mark in Create Merge Interface.  If this box is not checked, applicant or merge information will not be available for printing merge forms or letters.

Sort By

Member Number or Name

Click in a circle to place a selecting dot in one of the following options:

Member

Member selections are based on a member's information.  Members may be included or excluded based on the options selected.  Member selections may be left at the defaults for the report.

Race of Member

Select one of the following:

Ethnicity of Member

Select one of the following:

Sex

Select one of the following:

Elderly Status

Select one of the following:

Relationship

Select one of the following for the report:

Member Age From and to

Enter a range for the member's age.

Member Income From and to

Enter an amount range in the From and To fields for income.

Community Service

Select one of the following:

Citizenship

Select one of the following:

Income

Income Code Selection

Place a checkmark in any or all of the displayed income codes.  Income Code selection is not a required option and all codes may be left unselected for the report.

Select All

Clicking the Select All button will place a selecting checkmark in all of the displayed income codes within the selected Income Type.

Unselect All

Clicking the Unselect All button will remove all selecting checkmarks from the displayed income codes.

Type

Select one of the following income types: