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Generating Report

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How to generate New Members list to be approved at the Committee meeting

  • Go to www.apdt.com.au and login with your super admin username and password.
  • Go to "Report" --> "New Member Registration". This will list ALL new members registration regardless of their status.
  • To filter new members who are eligible for approval at meeting:
    • On the Search box, click "Advance Search".
    • Choose the Element "Where" --> "Membership Status", Condition "Equals", Value --> write "Active" (meaning payment has been received)
    • Click the "Add" link with the green plus sign to add another line of filter
    • Choose the Element "Where" --> "Approval Status", Condition "Equals", Value --> write "pending approval"
    • Click "Apply"
  • Click "Export to CSV" link and a pop-up window will appear.
  • Select "File Type" --> "csv".
  • Select the columns you wish to export (membership number, email, etc)
  • Select "Form Fields" --> "User ID" --> "No"
  • Click "Export". A pop-up window will appear with a message "CSV file now downloading or download here", please do not click the "download here" link as your file has already been downloaded to your "Download" folder.
  • To open the file, browse to your "Download" folder and find this file: v_rpt_base-export.csv. Rename the file to something more self-explanatory. Right-click the file and select "Open With" --> Microsoft Excel.

NOTE: In the past, new members have been accidentally approved the wrong way so it's probably better to generate the report just by filtering "Membership Status" and NOT the "Approval Status". This way new members who were accidentally approved on the website can still be approved at the meeting.

How to generate a complete list of members

  • Go to www.apdt.com.au and login with your super admin username and password.
  • Go to "Report" --> "General Report". This will list ALL members including new members who are pending payment, new members who have not been approved and expired members (expired members are kept in the database until 2 months after they expire before being removed).
  • To filter only members who are active:
    • On the Search box, select "Membership Status" --> "Active".
    • Click "Advance Search".
    • Choose the Element "Where" --> "Approval Status", Condition "Equals", Value --> write "Approved"
    • Click "Apply"
  • Click "Export to CSV" link and a pop-up window will appear.
  • Select "File Type" --> "csv".
  • Select the columns you wish to export (membership number, email, etc)
  • Select "Form Fields" --> "User ID" --> "No"
  • Click "Export". A pop-up window will appear with a message "CSV file now downloading or download here", please do not click the "download here" link as your file has already been downloaded to your "Download" folder.
  • To open the file, browse to your "Download" folder and find this file: v_rpt_base-export.csv. Rename the file to something more self-explanatory. Right-click the file and select "Open With" --> Microsoft Excel.

NOTE: You can also generate members list based on their membership type (full or associate), etc. Define your search criteria in the Search Box or Advance Search.

How to generate a members list according to their State of residence

  • Go to www.apdt.com.au and login with your super admin username and password.
  • Go to "Report" --> "General Report". This will list ALL members including new members who are pending payment, new members who have not been approved and expired members (expired members are kept in the database until 2 months after they expire before being removed).
  • To filter only members who are active in a certain state:
    • On the Search box, select "Membership Status" --> "Active".
    • Click "Advance Search".
    • Choose the Element "Where" --> "Approval Status", Condition "Equals", Value --> write "Approved"
    • Click the "Add" link with the green plus sign to add another line of filter
    • Choose the Element "Where" --> "State", Condition "Equals", Value --> write "NSW" (or other state as needed)
    • Click "Apply"
  • Click "Export to CSV" link and a pop-up window will appear.
  • Select "File Type" --> "csv".
  • Select the columns you wish to export (membership number, email, etc)
  • Select "Form Fields" --> "User ID" --> "No"
  • Click "Export". A pop-up window will appear with a message "CSV file now downloading or download here", please do not click the "download here" link as your file has already been downloaded to your "Download" folder.
  • To open the file, browse to your "Download" folder and find this file: v_rpt_base-export.csv. Rename the file to something more self-explanatory. Right-click the file and select "Open With" --> Microsoft Excel.

NOTE: An easier approach is to export the list of all members as per instruction number 2, then sort the members based on their state of residence in Microsoft Excel.

How to generate members list for PRINTED newsletter

  • Go to www.apdt.com.au and login with your super admin username and password.
  • Go to "Reports" --> "Printed Newsletter". This will list ALL members who have opted to receive newsletters by snail mail.
  • Click "Export to CSV" link and a pop-up window will appear.
  • Select "File Type" --> "csv".
  • Select the columns you wish to export (membership number, email, etc)
  • Select "Form Fields" --> "User ID" --> "No"
  • Click "Export". A pop-up window will appear with a message "CSV file now downloading or download here", please do not click the "download here" link as your file has already been downloaded to your "Download" folder.
  • To open the file, browse to your "Download" folder and find this file: v_rpt_base-export.csv. Rename the file to something more self-explanatory. Right-click the file and select "Open With" --> Microsoft Excel.

How to generate members list for EMAILED newsletter

  • Go to www.apdt.com.au and login with your super admin username and password.
  • Go to "Reports" --> "Emailed Newsletter". This will list ALL members who have opted to receive newsletters by email.
  • Click "Export to CSV" link and a pop-up window will appear.
  • Select "File Type" --> "csv".
  • Select the columns you wish to export (membership number, email, etc)
  • Select "Form Fields" --> "User ID" --> "No"
  • Click "Export". A pop-up window will appear with a message "CSV file now downloading or download here", please do not click the "download here" link as your file has already been downloaded to your "Download" folder.
  • To open the file, browse to your "Download" folder and find this file: v_rpt_base-export.csv. Rename the file to something more self-explanatory. Right-click the file and select "Open With" --> Microsoft Excel.

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