Appendix The SAMIEE / MD Dashboard – Step-by-Step Configuration

Appendix

The SAMIEE / MD Dashboard – Step-by-Step Configuration

Membership Development Webcast Slide 1

Prepared by:Helen ShiminskyMGA Information Process SpecialistContact: h.shiminsky@ieee.org

Cathy DownerMGA MD ManagerContact: c.downer@ieee.org

MD Dashboard AccessOpen SAMIEEE home page at www.ieee.org/samieee

Click on “Access Geographical Membership Statistics” , sign-in using your IEEE web account

Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Membership Development Web Cast

Opening Dashboard

Click to add content at middle of screen

Selecting Queries available from “My Folder” or “Shared Folders” to pull into the dashboard

Find “Shared Folders”, Click on SAMIEEE to open, Click on Subfolder “Geographic Predefined Queries”

NEW Files in Predefined Queries – labeled (MD)

(MD) Members Joining in Past 30 days(MD) All Members Joining since beginning of membership year(MD) Members in Arrears (contact info)(MD) Inactive Members (contact info)

Find the document(s) you want to select. Left mouse click and drag (individually) to the blue shaded area on right and drop the file

Dashboard Set up

Select “Reports Link”Select “Download” optionClick on OK

This will make the “Download” option available for this Dashboard Query. It must be repeated for each individual query being selected.

Completing the Query Download

Complete the query selection and set properties, time to SAVE!

Queries will run/refresh each time you open your dashboard. Once the queries have completed pulling the data, they will all

appear in your dashboard.

To add, change or delete selected reports

Completing changes and save

Re-entering the Dashboard

Queries will run/refresh each time you open your dashboard. Note: refresh can complete at different times for each query selected. Once the queries have completed pulling data, they will all appear in your dashboard.

Printing your queries

Queries can be printed to a HTML or PDF formatted page

To pull into Excel, user must highlight and copy each report individually and paste into an Excel spreadsheet.

From Excel you can then sort the data and rearrange columns as you wish

Any refining of the process to print will be forwarded

Appendix The SAMIEE / MD Dashboard – Step-by-Step Configuration

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