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Or, to get a refresher on how the tool works, this is part of the membership development, virtual training series in, which we will be reviewing all the tools programs and resources to help you in your volunteer role. And to help you in.

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Putting together your section action plan for the 2022 membership year I am joined by Helen. Who is the staff person that supports you analytics and supports of volunteers and using it?

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And I'm going to turn the floor over to Helen for the next hour to give you an overview of the analytics tool. We are recording a session and it will be available on the Mt portal at the conclusion of the training.

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And if you do have questions throughout the presentation, please type them in the Q and a box and we will get those answered at the appropriate time.

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So haven't taken away good morning. Everyone as Ellen mentioned my name is helm. I work in in the information management area, and I've been working with oh, you analytics?

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Um.

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For 30 plus years and all the different variations of the tool. And how how.

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As how it has grown since the beginning days what I'm going to do today is basically an overview. It'll give a refresher. If any of you have been using your analytics, it'll give you a little refresher.

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It'll also up, I'll go through some PowerPoint sides, giving you the basics on it. Then I will towards the end. Go live to show you some of the new features.

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1st, let me share my screen.

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Alright. And I'm going to start to show.

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Okay, as I said, this is a, um, introduction.

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I triply owe you analytics right now is powered by Tablo, which is a software that we're presently using.

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It's in the online, uh, analytics tool allows the users to view further defined visualizations all based on. I triply data.

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It uses the same data sources used by renewal and the I triply view tools applications.

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To get into it, um, what we always, um.

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Say what ship best way to do it is to go to H. T. P. W. W. W. dot org. Oh, you analytics what this actually does is bring you to the own view analytics.

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Volunteers page now, why we ask you to start at this page because there's a lot of important information on this page.

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1st there is the link to oh, you analytics but there's other information that you can find here that will prove very useful while you're using it.

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Access is based on volunteer positions now there is a list on the analytics website that will actually tell you who has access.

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You can see what positions have automatic access to the tool. You can find. Also any important information such as downtown in there is. Now, we've recently started.

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Weekly refresher there is a daily refresh every morning, but the tool is in use while the refreshes.

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Uh, happening, but the system does go down once a week on Sundays. The, if there's also any scheduled time, other than that, it will be posted on this area.

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There are reference materials available that there's a link. You can go to. There's also training, information, training materials. I have begun doing small, short videos, be.

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We also do have PowerPoint presentations. There is also a very important questions and answers page. Now, this has a series of questions and what these are basically are the questions.

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That you might happen across. How do I do this?

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How did I do that this is a list that is constantly growing whenever we find there's something new that is important,

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that you can find what's very good about it is you can go through the list find the question that matches what you need click on that link and will automatically bring you to the answer.

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There's also in the area called new features and it tells you what new features are available.

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The terms of conditions are, uh, on use every.

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Volunteer that uses this has to agree to the terms and conditions. There are a few links that give you the triply policies, the governing documents and how you have to be able to, uh, keep the information.

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To sign in, you use your web account, use a name and your password.

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Once you're in the, you analytics and you open up the area there is the volunteer. There's a landing page. Then this landing page is a better area for you.

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So, you know, exactly what you need to get into fits type of information that you want to obtain.

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Landing page is divided in 6 areas members and affiliates is for eye Tripoli membership information. There gives you an area for a member lookup by region section.

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Subsection, a geographic zip codes by count by region area, employee information.

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And we also have something new called the member activity tab and when we go live, I will actually show you that this is a tab where you could actually go in for your section find out who the new members are.

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What members recently moved into your organizational unit?

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The members and affiliates, the memberships and the students.

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Information all is access based on your officer position. So that officer position gives you access to the oh, you for your area.

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These are 3 of the sections that are based and you can only obtain information for your members for your unit,

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the memberships societies,

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and give you the societies technical councils affinities.

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It's membership subscriptions and more tab. This provides information regarding, regarding any kind of membership. Whether it's a society membership, I triply membership affinity group.

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It's memberships for subscriptions participation by region grade gender. You have filters for product product, name, region, grade, renewal, years of service.

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Students is an overview of attending students all grades by section and school.

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The is an I cheaply wide.

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View of overlapping memberships now these 3 tabs,

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the double,

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the volunteer positions and map aren't based on and you aren't restricted to only your oh,

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you unit because this information such as the maps is only giving you numbers and also double.

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It's not giving you members themselves. It's giving you data, it's just giving you numbers. Therefore it's open and you can view anything.

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In I Tripoli regions 1 through 10 the volunteer positions is the same thing where it does give you information. Medic gives you the officers patient.

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It'd be the same thing as if you went to the geographic, uh, organization um.

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The, the oh, you, if you go into the volunteers so this is just basically information for that.

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It gives you the current oh, you volunteers and volunteer history for your section and any other section.

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In I Tripoli, the map is the geographic display of organizational units and counts.

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You have information for Billy or society member counts chapter summaries, affinity groups, student, branch, potential chapters and potential student branches.

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How you navigate the dashboards this is an example of the members and affiliates link. There's different areas here that you would use up in the upper left hand side. This is your Breadcrumb bar.

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This is where you can actually see where you are on in while you are in analytics.

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The available data sources now on each.

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Of the landing pages on each of the dashboard, you have several tabs that you have available to it.

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Now, this tells you what you need to do dashboard, there's a tab for geographic accounts, employee information detail and there is a new tab here for member activity.

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So this can tell you where you want to go once you're in that area.

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This is the designation fill based filter now? What is.

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Very good about this area. This is a fairly new feature. Is this is good if you have more than 1 role.

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So, if you have say, you're a region position, you also have a section position, or a chapter position based on those roles you have. There are automatic filters built in.

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So, you'd be able to go in here and find your the filter on your position click on it and it would automatically filter for that. You can also filter on down, using any of the.

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To the filter boxes here you have region grade I cheaply status, whether you want active or inactive and whether you want to look or block out the H. K in membership.

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When you navigate the dashboard, you will have the tool to now the tool provides another option for fit filtering visualizations. You click on the data point and then hover over over the filtered area.

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You have tool tip bar, which gives you 3 options, keep only exclude or view detail. So, if your in the previous, if you're in this area and you.

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I went to the wrong month, so, uh, when your this is good. So when you're in, say, membership and affiliates, and you're on, um, you have.

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Region access,

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and you just want to view a specific section,

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you could click on that section on that area,

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and you're going to get a tool tip now you'll get keep on excuse exclude or view details.

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So say, if you want to just view this, if you click on to keep only it will hold only this information. If you want to exclude this 1 and see everything else, you would do that. So, the tool tip is just another way of filtering out.

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You also in this is the membership subscriptions and more. You'll see that. There are different.

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Columns their collapsing columns, you'll know that they're there by the such a region that region.

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In the screamed in order to make the screen not as large, the region is closed. You can open that by clicking on the plus sign over the region title. This would open it then to the section level.

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And then section can also open to subsection. If you would put your cursor over this, you would see that there was also be a plus sign to close it. You would just click on the minus sign.

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So these are collapsible.

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Columns when you download the data, Tablo provides a lot of tools for displaying filtering manipulating, but there are times you're going to need to download. There's several options.

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When you download, you can download off in a view, you can download a graphic. You can download just data.

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When you click on the download, you have options of image crosstab, PDF, PowerPoint.

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When you're downloading data and you're looking just to use it such as a membership detail.

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We always recommend using the cross tap the cross tab, downloads it into a CSV file. That file can be pulled into anything. It makes it easier to escalate and use.

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It helps you sort the information, the nude download also allows you to download directly into Excel.

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The problem you might have with Excel is it can produce fields that are merge due to identical in a data information, such as the a column, the tab for section.

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If you're downloading your data off of your membership for your section, that section field is going to be merged therefore, if you want to sort the other names and addresses, it's gonna be difficult.

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So this is 1 of the reasons, we do suggest downloading into a CSV file, which is really tab limited in Tablo. It's standard they put in a CSV, but it is tapped unlimited.

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Once you download it in tab delimited, unlimited form, you can then save it as an Excel file. But what it's still gonna do is put everything in separate individual.

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Fields and I'll show you an example of that when you download the data, you can do 1 or 2 things.

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You can download by clicking and say,

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if you want to do a specific view,

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say here you wanted to do,

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uh,

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the summary by product view,

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or if you want to count by gender when you click on the download tab,

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which is up in the upper right.

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Hand side, you'll see it in the moment.

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You will see the screen and it's going to say download cross tap. Now, you have a choice of either Excel or CSV. You also have the choice in previous version.

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You would have had a click on the tab, or on the graphic that you want to download here. Now, when it opens up, it shows you all the different views on that page that you're looking at.

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So this 1 page has 4 different views this, and you could see this 23 and 4. so you would look at the titles.

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To find and decide which 1 you want to choose, and you would just click on that 1 or if you clicked on the view beforehand, say, if you clicked on the title count by gender, the count by gender would automatically.

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Be clicked this is an example of when you download now, this is an example of being downloads directly into excel as you see.

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It has merged the product name field, the region field and then it.

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Also does this section field and you can see section, you've got 123, different fields, but that trying to sort this would be very cumbersome. It's not going to let you if you just wanted to print it out, just to be able to show it for a.

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Meeting whatever you might want it, it might work very well for you, but if you want to be able to move that information, manipulate it copy, paste it, sort it.

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If you choose as CSV, you'll see now, none of the fields.

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Are merged everything is an individual field. You can sort this in any way you need to.

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When you're working with all you analytics, if you have questions, and we need assistance, you can send an email directly to all you analytics and I, Tripoli dot org.

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So also, there's contacts for geographic units myself and Vera are the 2 contacts for societies who have Mary Curtis Tina Courtney now and Roseanne loyal.

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If you send an email to oh, you analytics this email goes to all of us and the best person to answer. That will answer it if it is a society question.

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Most likely Mary or Tina will answer most of the time. I will answer it. If I even if it's a society question. If I know how to answer it. I will answer it as quickly as possible.

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And if I don't know, 1 of the others will.

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Handle it for me okay, what we're going to do now.

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Is actually go into and analytics now to show you.

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What the page that I mentioned, when you go to MTA dot, I totally thought or if you go to oh, you analytics at it's going to bring you to the analytics page. If you go into.

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If you go to operations, excuse me.

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Volunteer tools oh, you analytics.

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By typing oh, you analytics and, uh, oh, you analytics that I typically that or you may have limits org, it will be, you.

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Directly into this, and for some reason I apologize. This is not showing up right?

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And normally I don't have this issue.

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Someone must have been oh, I pardon if someone must have been working on the site and it looks like.

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There's an issue with it. All right it's.

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Not showing like I should, but I'll take a look at it later now. It's but it's basically the same thing. It should be opened for. You. See, this is the link to oh, you analytics.

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Schedule maintenance, you could see the maintenance for oh, you analytics has been changed. It's now performed. Every Sunday. It's scheduled. Downtime is at 80 am Eastern Standard time and last possibly 1 to 2 hours.

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There is a link here for training.

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And this tells you any new features as a new feature happens I will add it to this new features area. You also have a link to the society vitality checklist.

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This is just a word document where you can take a look and see when things are supposed to happen when you might need to have reports and such. There's also link here to see what features are coming into future.

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So, as we're working on things and upgrading oh, you analytics you can actually take a look to see what his coming up. There's also service the activation every February, their service the activation.

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This is the members who not paid their current dues for the year and when they actually are changed in 2 years, this also give the, the definitions of membership status levels.

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Also, you've had any assistance contact oh, you analytics.

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Over on here, you can also see the different tabs you have see who has access. If you click on this link, it's going to tell you exactly what positions.

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Have automatic access, reference materials you can see there's different reference materials. There's list, uh, section, geo codes, position codes, and other things that might be useful.

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Also there is the link to show you for the training.

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We have a couple different things. Here. You have training videos now these are different training videos. This is the longest 1 cause. It's the pilot when we 1st switched over from Sammy to Tablo and this is for an upgrade.

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We did in 2020 and it just basically what the upgrade is now. There are few short videos. There were only 1015 minutes. Each there will be more here in this list will be growing as I go along.

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You also have a PowerPoint training presentations on different tools and different areas, and how to do different things. So, this information is available, as I said, it will be growing.

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Questions and answers this is the page that I told you is also very important to be very helpful. You have different questions such how do you log into your analytics? I've showed you how to do that.

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But who has access are the training videos. How do I download?

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How do I download a pie chart then you might have something like, how do I find the or members in my section as a section officer if you click on it, it will bring you to step by step directions on how to do it.

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It's going to tell you open up. Oh, you analytics which dashboard to use, which tab to look at and what to use for filters.

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And it will give you that information. So, as you could see, there's a lot currently we have 35 different questions. And, as I said, this does grow.

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As long as it grows, I'll be adding to it. There's also no, you analytics users group and this is started. Uh, if you're interested in joining it, they meet monthly on a web page.

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They talk about different things for oh, you analytics um, new tools that we might possibly need things that you find aren't working um, things you might like to see.

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And you, there's too, you can join the collaborative tech group title. Oh, you analytics or the oh, you analytics users group and here you can see who you need to contact.

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If you're interested in joining it, it is a volunteer.

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Based use this group. Okay, so you have a look now and you can see basically.

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What is available and that there is a lot available on that page that to help you when you actually go and click on that link in oh, you analytics, which is.

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Right here access to the analytics you would bring you into the tool itself. This is the analytics. Um.

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Landing page when you're on this page.

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We're going to go into members and affiliate remember members and affiliates is.

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All about I, Tripoli membership and is basically I Tripoli membership and the members students is for student membership.

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Volunteer positions, membership, subscriptions and more or any kind of I Tripoli membership then you have to double it and the map.

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Members and affiliates when do you do go in.

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As you'll see, in the moment, I actually am in here as a volunteer.

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And it's a volunteer position for the, a central, um, for the, um.

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Prince in central Jersey section, as you see.

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If I click on it, that's the only thing available. If I also had a chapter position, you would see that information here. If I also had a position on a region level.

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You would see that here so this would give you whatever access and any role that you have.

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Right now this is a Princeton and central Jersey section, but if you'll notice over here.

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There's more than for instance, central Jersey, you'll also will notice that this says student members graduated member. This is what's called the student view.

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This was actually requested by volunteers because they found originally, when they did Princeton, central Jersey, for example, they would only see members that long to Princeton, central Jersey.

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That is what their position their, their, um.

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Their address actually placed them in the section itself in that. Oh, you unit but the thing is a lot of times you have students.

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That maybe have their home address as their actual address, but that whole is somewhere else but they might go to a school within your section.

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That is the student view.

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These are students that belong to a different section, such as, uh, Connecticut, New Jersey coast, New York and North Jersey but they go to a school within the prince and central Jersey section.

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This gives the section, the ability to when they say they want to invite all students that are in the area to a meeting. This is the way that they're able to actually view and see all the students. That would go.

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And that might be interested in going to a section meeting or something, or an event that's going on.

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So that you can see that also remember when you click.

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On area, so you just want to see pencils expenses, central Jersey members. You don't want to see the student numbers that also go in. You just want to see the actual members when you click on it.

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It will spend for a moment, but this is when you are going to actually get the tooltip that I mentioned.

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Unfortunately, it's going very slow. I should have done this beforehand once. So would have done a lot quicker. It is actually working on response time.

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Uh, there's been a few upgrades that seems to made the system a little bit slower. They are working on it.

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Uh, now you can see, now, we have the tool tip now that it's actually grabbed the information. It gives us a tooltip keep only exclude.

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Or go to details now, keep only if we clicked on that.

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It will just block out that and as you see all the other sections that were there with the student information is no longer there. You could also do the same thing.

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If you say, you only wanted to see the life, but then you could also go up to grade up here and select here.

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To be able to work with these best way as you click on all save, you just wanted to see the life members.

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Click on apply and now it will filter down.

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And only give you the life member numbers.

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Once you have that you have 1 or 2 ways by using the tool tip again, you can go straight into the details tab, which is always the last tab. Now, the details tab is where you would actually see the membership information.

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You would see who your members are, their email addresses their grades and other information that is available.

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Because it's just another moment,

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also,

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as I said,

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you can use any of the filters here if you want it,

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just it's automatically default to active,

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but you can select active inactive,

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whichever is going to suit means it's now done once you see,

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it's done spinning you know,

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it's closed,

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you need to click in any of the white areas to be able to close this filter.

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Now, you see, we only have life member at this point. If we want to view details, we can just go straight into it. Or if you wanted to go into it by clicking on the tab.

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We also have all their information available in other taps Geograph counts employee information. If you want to see where the bulk of your membership say, it's a specific employer.

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Perhaps you want to see if that employer would like to host an event there to bring something, or you can see where they're working. So you can plan something around something.

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That might be interesting to your, your members.

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Then you have member activity this is.

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A new tab fairly recent.

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What happened is this is kind of replacing in the old version of oh,

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you analytics when it was Sammy there was a tab that you were able to get member activity and see who your mount new members are different times and such that has changed.

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We now have it here. Now, this is again you only have the volunteer role for what you are allowed and then you have 2 options you can look for active or you can look for inactive.

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You can see joined by triply moved into section, depending on what to click is what's going to do once say, if you want to see who moved into your section.

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Once you click on that, you can then use this to be able to decide what specific time now say you want to just to find that pool moved in from.

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January 1st, through.

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Current date, which it will say through June 1st.

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Let it run now you can see what.

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Members have moved into that section.

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During that time, again, this is moved into section.

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To download it, you would click on download.

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Cross tab now, you see, there is only 1 view here that you can see. So only 1 view is selected, you would choose Excel or CSV as I said, the best way to do it is see as the.

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Click on download.

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Excuse me.

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When you downloaded it all depends on where you I have a folder that I call downloads to make it easier to find my things and I save it there.

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Now, depending on what view you are in and what actual.

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Um, dashboard your download information will different.

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Do you get a lot of information with the, um.

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Members and affiliates dashboard, but you get even more information with certain specific dates with the membership subscriptions and more.

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It's always good to try both of them so you can see what is available. So, depending on what you need.

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You can see what is the best option.

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When you open it now, you'll see the different tabs and because I didn't CSV, everything has its own tap.

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If I did it straight into Excel.

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This would have been 1 field.

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This would have been 1 merge field and this would have been 1 merged feel. Now, here, you'll see the different information available in this type of download. And this is specifically for the, um.

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Member activities have, you could see grade grade, effective date.

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Here you can see the renewal year and society list.

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So, there is a lot of information that you can find from this.

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I'm going to close this if you wanted to join.

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Again, you will click on join that and new what's picked specific months that you want say, you only want to find the last 30 days.

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So, we'll go from May 1st, to June. 1st.

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And we'll click and you'll see these now.

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Are just the members who have joined.

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Within this month span, so that's how you use the member activity tab.

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If you wanted to find more information again, when the details tab gives you even more information.

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Now, we'll go into the memberships subscriptions and more.

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I'll show you a few things in here.

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Use me when it opens, you'll see there are a lot more tabs.

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Available in this dashboard.

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And from here, you'll see, you have product dashboard.

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You have product summary by region by grade renewal, category, renewal, summary by region by grade. And then the detail remember, the detail is always the very last tab. Here you have numbers.

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So you're not actually seeing members. This is where you actually see the members here again.

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Depending on your role is what felt you would have. Now, this is the member product name. This is where you would decide. Are you looking for an? I triply membership.

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Or, and or any other kind of membership.

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All right, you also have councils, standard membership, periodicals, online law library.

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And so forth, if you choose memberships.

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You would then have to choose product name from here. You'll see if you wanted to do society, you have all the different sides and available. You also have the 2 affinity groups, women in engineering and young professionals.

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Although life member is an affinity group. You don't need to get it here. You can actually just who's in when you're in members members and affiliates.

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All you would have to do is select grade if you choose the 3 life grades, those are the members, because it's based on grade membership.

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All right, if you want to choose 1 of these best way to do is click on all, which would then.

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Click off all the others then say, if you wanted to choose young professionals, click on it.

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I'll apply, give it a moment to.

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And then click in any wide area.

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To close that filter now you'll see the young professionals and this you could see this is basically, this is because in region, 1, that's where you have most of them region 2345.

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these are also most likely these are other us.

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These are students that go within your section. So these are students that actually either.

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That live in 1 of these sections, and they go to school here, or they live in Princeton cert at Princeton, central Jersey section.

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That is their main address, but they go to school in 1 of the other areas.

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So, that's how that works. So if we want to.

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If we want to look a little bit closer, if you click on product summary by region, you're gonna see now what's gonna happen.

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It's gonna fall through because you did a filter and you chose the young professional it should follow through to the next tab.

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As you see each and professionals, now you see a little bit more numbers you can see the collapsible column as I mentioned, if you click on the plus.

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It will open up and you will be able to see it's now has a section.

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Field here again,

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you'll also have other filters on top,

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depending on your access you might want to you need,

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or might want to use 1 of these to also filter down.

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Mostly on if you're on a regional level, and you want to look at 1 specific section.

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The renewal category.

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And the renewal summary are very good areas when you're starting to work towards the end of the year or the beginning of the year. When you actually want to see the renewals who's renewed, who hasn't.

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Now, it's opened up, you can see the majority of the professionals are within the Princeton, central Jersey section.

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But you could all see where it opens up if I want to, I can open it up 1 more to be able to see any subsections again. These are the collapsible. I want to close this.

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I would just click on the minus sign, which would close that area.

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You also have when you're in the detail.

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A few more filters now in detail if you're doing a Tripoli membership and say you want to see how many members are in their 1st,

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year or 2nd year or how many people are,

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uh,

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over so many years years of service.

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What this does is that rounds up? Exactly how many years they've been a membership, depending on the membership you've chose. Now, this young professionals you can click on it you see a years of service, and you could.

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Click on to clear them all then if you want to click on 1, click on apply, it would give you anyone who has 1 year membership.

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You also have the renewal category filter here you can also search if you're looking for a specific person.

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If you have their membership number, you can add that here, or if you have and you want to sort on, uh, or pick based on last name and 1st name, because you don't know the membership number. So, there are a lot more filters that are available.

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That you can use to find your members.

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And I'll very quickly show, you.

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We'll give it a couple more minutes and look on 1 or 2 more things. And then I will answer any questions that you might have.

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We're kind of close this.

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And we're going to open the maps page. This is also very important and you'll find a lot of information in this page in this dashboard.

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As you see, remember I mentioned this is where it tells you exactly where you are at all times this so you analytics range what's the tab this even though it says maps this Maps is actually called Geo oh, you analysis?

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And we're on the summary reading the summary tab. This just gives you a larger overview of the numbers and the counts, depending on what information you want. You would click 1 of these tabs.

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This is where you could find the actual membership summary of anything again.

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This is an open page this is open to and you can view numbers for any region and a section, any society and I Tripoli.

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Here is the tab that you could find out overall I Tripoli or society member counts. This is the society summary. This will give you a list of what I'm sorry? Chapter summary of what chapters you have.

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You can look for chapters by society or by section, then you have the member count by chapter. So this is gonna give you this is just gonna give you an over a overall view of what chapters there are active chapters.

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And this is gonna give you the actual member count by chapters. There's also an area called potential chapters.

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Perhaps you want to find a chapter, or you're thinking of establishing a chapter in this specific section or your section. You can look to see is there a chapter there?

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You can also look to see by checking the potential if there's enough members there.

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To be able to do it, and to be able to have a chapter established, you have to have at least account of 12 members. And this is automatically looking for anything that has 12 members.

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So, if you want to look for, we're going to.

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Choose 1.

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And then we're going to look because we were dealing with Princeton, we'll look for Princeton, central Jersey click on apply. Now you'll see.

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Chapter opportunities, versus by society you can see there aren't any chapters.

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If the system already knows there are currently no chapters where these societies, and it's telling you that there is a potential opportunity there at least 12 members. It's not going to give you who they are.

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But can tell you, there's at least 12 members that belong to these specific societies. So therefore it gives you the chance and the potential of.

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Having a chapter there you also have the affinity group summary.

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Which you would choose by affinity group, you can do for consultants, network, life, member, women, engineering, or and you can look at the specific again specific.

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Membership counts, and for that type of affinity group and as you see too, because I did a filter on Princeton, central Jersey, it's carrying it over into the other tabs.

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Then you also have the student branch summary, it's going to give you the student branches and student branch chapters for whatever school and section you pick then you have potential student branches.

310
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So they're going to look same thing as the potential chapters here.

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It's going to look to see what schools are in your area that don't have student branch chapters and there's at least enough members.

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That you can have 1 or 1 can be requested, requested to start. So you can see there's a lot of information available in this map's tab.

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All right, we're going to open up now. Um, does anybody have.

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Any questions, um, Ellen, if you could look at the questions and let me a lot of here, let me look. Sure. Either. There are a few that have come in.

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All right, if you could, if you get this way, it makes it easy for me to look to see thanks what browsers are supported. My Firefox page looks different.

316
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It pub,

317
00:46:09.835 --> 00:46:24.625
I think it depends on what version I have to look because we recently there's been a couple different upgrades and when I can do is take a look to see I'll ask T the,

318
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it.

319
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Manager who actually is oversees the whole thing and the actual background, and the working of it and ask her what the latest and I'll post it on the MTA O U analytics page.

320
00:46:40.284 --> 00:46:43.375
So I'll get a list of that and I'll post it on there for you.

321
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So, give me a day or 2, and you could take a look.

322
00:46:47.280 --> 00:46:51.630
Great. And then, um, there's.

323
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Question what is is organizational organizationally. Yes, exactly. Yeah.

324
00:46:57.809 --> 00:47:06.869
Um, so, despite being reported on V, tools for empty officers, or are not getting access to analytics any particular reason, or whom to contact.

325
00:47:07.224 --> 00:47:18.114
You can send an email to or you analytics that I triply dot Org or you can send it to me directly. If you're not getting it make sure that you are reported and you are in the system.

326
00:47:18.474 --> 00:47:24.144
There was a little problem where people were going a being coded in,

327
00:47:24.324 --> 00:47:25.704
but for some odd reason,

328
00:47:25.914 --> 00:47:29.304
it wasn't being pushed all the way to where,

329
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oh,

330
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analytics could see that office position that has been fixed recently.

331
00:47:34.704 --> 00:47:49.255
And there should be. But if for any reason, you have a position that should have access email me. If you want to email me directly. It's H dot s. H. I.

332
00:47:49.315 --> 00:48:02.545
M. I. N. S. K. Y at dot Org or, as I said, just send it. Oh, you analytics that actually dot Org that's it's gonna go to me. I'm going to read it most likely. 1st anyway.

333
00:48:02.880 --> 00:48:09.719
Thank you, uh, then the next question, how do I find session statistics of previous years.

334
00:48:09.719 --> 00:48:13.679
Okay, what you can do is when you are.

335
00:48:14.065 --> 00:48:26.034
On the landing page, there's a link to the memberships and subscriptions, monthly statistics. This is the, since this gets paid statistics page. Sorry? I'm tongue tied sometime this morning.

336
00:48:26.335 --> 00:48:40.405
Sometimes things don't want to get out when you're in here. You can take a look, you have membership statistics, members and affiliates, membership, development, goals, subscription, statistics, year, over year analysis.

337
00:48:40.554 --> 00:48:48.025
So, depending on what you're looking for is what you would doing here, say, if you wanted to look for, I triple a membership statistics.

338
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If you click on it, you then if you go to very 1st, 1 membership summary, this is going to open it up to the main page. And from here you can choose what you need. There's a lot of different tabs here you'd find out and this is open.

339
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So, this is another thing where just like the 3 of the dashboards in oh, you analytics. This is not giving you unlimited getting you to only your section. These are only numbers.

340
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So, therefore you can look at anything you would choose your region.

341
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Counsel if it's a council.

342
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And section right now, we'll just go.

343
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Choose we'll clear these off.

344
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And click on region 1, and we'll just.

345
00:49:39.780 --> 00:49:54.114
Click and do long island just to get a look and then you're gonna see the breakdown it's going to tell you, you also have to choose your month and year. So these are month end statistics.

346
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So you can see if they go everywhere. If you take a look of the number the year are the 1st, set of 4 numbers are the years the last 2 set are the month. So these start at the year, 2007, and for the month.

347
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So these are your end if you want to see your end, you can do, like, for 2007, say you want to see this is now.

348
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December 2007, and you can see what the different numbers are. You can see also geographic membership member additions, deletions year to date Geographic.

349
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Active member count so you could,

350
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depending on what you want to find,

351
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this is where you can find it you also in the oh,

352
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you analytics if you go to the MTA or you analytics if you go to 1st,

353
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you have to sign in,

354
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which I am going to do.

355
00:50:48.119 --> 00:51:01.889
If you go to the resources, and if you want to see the annual stats, which are a large number of again, these are just numbers but they're the end of year numbers.

356
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4, and we'll take a look from the year.

357
00:51:06.534 --> 00:51:21.085
2000 up 2, currently now, these are always the year end for the year before. So currently, since it is 2021, the 1, you have would be the 2002. if you click on the annual stats, you can see there is a breakdown of a lot of different information here.

358
00:51:21.085 --> 00:51:28.974
You've got memberships by region and grade life members, women, engineering if a couple, the reports still aren't completed.

359
00:51:33.329 --> 00:51:46.320
And it will tell you that they're in progress, but they will be done. So you can see a lot of the different information here. So those are the 2 main places you can find any year back here information.

360
00:51:48.954 --> 00:51:59.844
A lot of good information to be had and that brings me to the next question, which I think I can answer, which is is December 31st, Catholic membership, the official count for the year.

361
00:51:59.844 --> 00:52:11.304
The answer is yes it's the official count of total. I triple membership, but when within membership development, specifically, when we are looking at tracking.

362
00:52:12.150 --> 00:52:16.380
Uh, recruitment activity and retention rates and renewal activity.

363
00:52:16.380 --> 00:52:19.920
We look at the membership here, which would be August.

364
00:52:19.920 --> 00:52:26.099
Would be the membership year, end month so it depends on which way you are.

365
00:52:26.099 --> 00:52:40.824
Looking at membership, or what data that you want to capture, if you're looking at recruitment or retention trends, you want to use the membership here. But if you're just looking to report out on a total number of members, what Helen has here on the page, is what you would use for that right?

366
00:52:41.514 --> 00:52:42.114
Exactly.

367
00:52:45.539 --> 00:52:51.150
Especially with our, we members defined, do they make a payment.

368
00:52:51.150 --> 00:53:01.139
Yes, there is a charge for within engineering membership. You need to be an eye tripling membership to belong to. We and the membership is 25 dollars.

369
00:53:07.019 --> 00:53:13.440
And this is 1 for you, how do we look at potential student branch chapters for a particular society?

370
00:53:14.519 --> 00:53:18.690
How do you look forced and okay when you're in.

371
00:53:20.099 --> 00:53:23.579
Potential student branches we'll click on.

372
00:53:26.670 --> 00:53:34.829
Now, it depends on where you are now. Uh, right now, I habits to Princeton, central Jersey. What is doing is looking.

373
00:53:35.065 --> 00:53:49.105
There is a college that is I. Tripoli Philly that is with an AI Tripoli, which the Thomas Edison State College, but apparently it does not have this system. Knows that it does not have a student branch.

374
00:53:49.494 --> 00:53:50.965
There is a school there.

375
00:53:51.179 --> 00:53:59.880
That is tied to actually, but there is no branch. If you wanted to look say, uh, we'll do North Jersey instead.

376
00:53:59.880 --> 00:54:04.650
Just give me an idea.

377
00:54:04.650 --> 00:54:11.130
Now, you see, there are no student branch potentials.

378
00:54:11.130 --> 00:54:18.480
Now, this is for student branches itself. This is not student branch chapters.

379
00:54:20.789 --> 00:54:23.880
But you would have to have, of course, a student branch.

380
00:54:24.144 --> 00:54:28.375
To have a student branch chapter once you have the I would,

381
00:54:28.375 --> 00:54:32.364
I would say the best way to do that is if you see that there are student,

382
00:54:32.454 --> 00:54:33.505
there's a student branch if,

383
00:54:33.505 --> 00:54:33.864
you know,

384
00:54:33.864 --> 00:54:34.914
there's a student branch,

385
00:54:35.125 --> 00:54:44.005
you can go into the members and affiliates and actually see how many members or you can go to membership sip memberships,

386
00:54:44.155 --> 00:54:49.585
subscriptions and more and see how many students might go that long.

387
00:54:49.585 --> 00:54:51.474
There that go to it. You can actually see.

388
00:54:51.780 --> 00:54:56.699
If there would be anything there.

389
00:54:56.699 --> 00:55:02.130
With potential chapters, hold on for potential chapters is 1 of them.

390
00:55:02.130 --> 00:55:05.369
No, I wasn't sure.

391
00:55:06.690 --> 00:55:19.679
But you can actually see if from here, you can actually see how many, uh, if you wanted to do for a specific section if society, how many members belong, how many student members you can actually what school they go to.

392
00:55:23.849 --> 00:55:29.789
Very cool. Anything else.

393
00:55:29.789 --> 00:55:40.739
There are no other questions, but Helen, I just wanted to give another visual if you can just go back to the memberships and subscriptions statistics page where you have the list of.

394
00:55:41.034 --> 00:55:51.144
Items sure so we've been talking about the membership development goals and progress. The membership sections have goals for both recruitment and retention.

395
00:55:51.715 --> 00:55:59.965
This is also where you'll access that particular dashboard the 1 if you wouldn't mind clicking on that, the membership development goals in progress.

396
00:56:00.210 --> 00:56:06.030
All right here we go. Yup. And you can click on either of those.

397
00:56:06.030 --> 00:56:09.510
Let's do a.

398
00:56:19.679 --> 00:56:23.280
Yeah, but a moment it's thinking.

399
00:56:23.280 --> 00:56:30.420
As I said, it is working on the, uh, time this is taking.

400
00:56:31.590 --> 00:56:40.949
There's a lot and the thing is too, it keeps on growing the more information that's needed. The more information that's wanted things created it.

401
00:56:40.949 --> 00:56:47.909
Does take a little bit longer, but they are working the best. They can to make it work a little faster. Okay.

402
00:56:47.909 --> 00:56:53.545
Great yeah, so this is where the sections would track their progress to goal for the year.

403
00:56:53.724 --> 00:57:08.425
And this is based on the membership here, as we just talked about a couple minutes ago, and you can look at your progress towards goal on the left side for year to date. You can also look at on the right side of the current year versus the prior year.

404
00:57:08.965 --> 00:57:14.275
And you are able to there are filters and drop downs for changing which year you'd want to look at.

405
00:57:14.730 --> 00:57:18.239
And you can say the filters as well.

406
00:57:22.199 --> 00:57:26.460
Casino, as early as 2018 for this.

407
00:57:26.460 --> 00:57:30.900
Right, yes, we got a few years worth of data in there.

408
00:57:32.219 --> 00:57:35.940
Right now we're just looking at 1 region. 1.

409
00:57:35.940 --> 00:57:44.730
And clicking on any of the regions along the top in the circles, I will bring you to that particular regions list of sections.

410
00:57:44.730 --> 00:57:48.210
It's another way of filtering. All right.

411
00:57:49.530 --> 00:57:53.250
See, now we're on region 5.

412
00:57:53.250 --> 00:57:57.989
Silence.

413
00:57:57.989 --> 00:58:03.239
Okay, and then the retention tab looks very similar.

414
00:58:03.239 --> 00:58:15.599
It's a different color, but it works in the same way and you'll see the region what role progress along the top and be able to drill down on the bottom.

415
00:58:18.599 --> 00:58:27.960
Okay, with your progress to goal by section, and then looking at this year versus last year also with the same.

416
00:58:27.960 --> 00:58:34.469
Renewal year filters and obviously retention progress to all this time of the years.

417
00:58:34.469 --> 00:58:49.315
Very high, uh, because most of the renewal activities has already occurred are in June membership year ends in August. So, um, most of that activity has occurred. So it's nice to see that. We had a lot of sections this year.

418
00:58:49.344 --> 00:58:51.025
Uh, exceed their goals.

419
00:58:56.005 --> 00:59:09.925
That's all I wanted to point out with respect to the goals dashboard. Uh, and I don't see any other questions coming in. Oh, the 1 just came in. How do you see such goals at the society level? The societies don't have goals established.

420
00:59:10.675 --> 00:59:20.545
You have to contact the individual staff there. This is strictly for the section level at this point. This comes out of this particular data.

421
00:59:26.039 --> 00:59:34.920
Eva.

422
00:59:34.920 --> 00:59:44.909
Well, 1, not related to you analytics, but oh, there are several female members in our section who participate in the we meetings. So they are not officially be members unless they pay.

423
00:59:44.909 --> 00:59:59.340
It's 25 dollars fee, correct? They have to actually, uh, join and belong to. It doesn't prevent them from participating in meetings. They can certainly do that. Um, but you'd have to ask them individually.

424
00:59:59.340 --> 01:00:04.889
Um, if they actually added that particular membership.

425
01:00:06.840 --> 01:00:13.945
When they joined a renewed we are at the top of the hour,

426
01:00:14.275 --> 01:00:14.784
um,

427
01:00:14.934 --> 01:00:16.945
there are no additional questions coming in,

428
01:00:16.945 --> 01:00:22.795
but please feel free to reach out to Helen as she mentioned earlier and throughout,

429
01:00:22.795 --> 01:00:23.065
you know,

430
01:00:23.125 --> 01:00:29.545
many different ways to contact herself and the team that supports analytics I just put that up again.

431
01:00:29.994 --> 01:00:39.925
I just put it up. There you go. Great. Go to oh, you analytics on Tripoli dot dot Org or you can go to and maybe individuals if you want to contact me directly.

432
01:00:40.440 --> 01:00:48.599
I'll help you the best I can if it's something that I really can't do, or don't know about. I will find that for them somebody else and get it back to, you.

433
01:00:49.920 --> 01:00:53.965
Thank you, Ellen, thank you very much for taking the time this morning and as well.

434
01:00:53.965 --> 01:01:05.844
So a lot of volunteers who joined and took some turn out of their day, will be famous informative and we will be seeing you on some of the other presentations coming up in the next couple of weeks.

435
01:01:06.090 --> 01:01:11.579
So enjoy the rest of your day. Everybody Thank you have a good day. Bye.

436
01:01:11.579 --> 01:01:13.349
I own.