Welcome New Members

Use this 'How To' process to identify those members whom you want to recognize for their chapter membership tenure.

283

Thoughtspot

2 Steps

Go to ThoughtSpot

Click on Login using Single Sign On

Thoughtspot

23 Steps

Click on Chapter Membership-New

Scroll to the bottom of the page to the Current Month New Members_List, then click on More

You want to click on 'More' so you can save it once you modify it, if you do not need to modify it, you can export to CSV, XLSX or PDF directly from this menu.

Click on 'Copy and Edit' option

You want to click on 'More' so you can save it once you modify it, if you do not need to modify it, you can export to CSV, XLSX or PDF directly from this menu.

As of 2 November, only 5 people had joined the chapter. To see a larger list of recent new members, Click on >= 11/01/2022 < 12/01/2022

You can easily change the time parameters for "New" members.

Click on date-select-input to change the date selection to include more than 5 new members in this report.

If you do not desire to change the date, you do not need to expand the date to include additional new members as part of your search results.

Click on dialog

Click on Choose Saturday, October 1st, 2022

Click on Apply

Type "transaction" into the left side search bar to add to the table's columns

To gain a more in depth understanding when within the month of October or November the transaction occurred, you may add Chapter Membership Transaction date to your query.

Double Click on Chapter Membership Transaction Date to add to your query parameters.

Click on Go

New Columns will be added to the end of the table, you will need to use the horizontal scroll bar at the bottom of the window to locate the new column.