Running a report and updating members details Guidance notes on how to run a report and update member information while Compass is offline 1. 2. 3. 4. 5. 6. 7. 8. 9. In your web browser open https://reports.scouts.org.uk Log in using your Compass user name and password Click on ‘Reports’ Click on the name of the report you wish to run. You will be taken to a new page which will display your results in a table. Select the options you wish to include in your report by using the drop down box. In the member directory report ‘Choose Columns to View’ and ticking the boxes of the criteria you wish to use. In the disclosure report ‘Disclosures Expiring in’ Manipulate the data in your table by clicking the arrows next to the column heading you wish to sort your report by. Export your report by clicking the icon showing the ‘floppy disc’ with the green arrow next to it. From the drop down menu, select which format you wish to use to export your report. Please note the report should be exported in PDF, CSV or EXCEL formats, to ensure the data in the most usable format. Click on ‘open’ or ‘save’ to generate your report Reports can also be exported from the ‘Reports’ page by clicking on your chosen export format under the ‘Export To’ heading. What you need to do next Once you have exported your data, you can then check your member information. If there is information that needs to be updated, including adding additional roles to existing members, changing roles, ending roles and updating contact details, this should be entered in to the update spreadsheet. Once complete, email the spreadsheet to [email protected] Your member records will then be updated in Compass.
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