Article: Member Requirement Report

Member Requirement Report

The Requirement Compliance report helps by showing you the current status of a member(s) requirements.

NOTE: To view a historical record of a member's requirements, please use the Profile Completion Report.

How to Access the Member Requirement Report

Regardless of how your organization's set up, you can "View by Rotation," "View by Affiliation," or "View by Course" (if Course Feature is enabled).

Step 1:

From your Home Page, select the "Reporting" button on your navigation bar to open the "Reporting Dashboard."

NOTE: If you do not see the Reporting button, click the "More" tab on the navigation bar, and from the drop-down, click "Reporting."

Home screen highlighting Reporting button.

Step 2:

Click on the "Member" tab at the top and search for the Requirement report. Locate the Member Requirement Report and click on the "Run Report" button.

Reports dashboard highlighting Member filter and Run Report button on the Member Requirement tile.

View by Affiliation

Step 1:

On the Member Requirement Report page, select "Report by Affiliation."

Member Requirement report highlighting Run by Affiliation button.

Step 2

Select one or more user types.
Select a requirement.
Select what you want to see, Complete or Incomplete.

Once all required fields are complete, you can click the "Run Report" button.

NOTE: Optional Filters: Enter the Completion After or Completion Before date to narrow down your results. Click "Run Report".

Member Requirement report highlighting report filters.

NOTE: By default, only active rotations are shown. Select the additional status options to include completed and/or archived rotations.

View by Rotation

Step 1:

On the Member Requirement Report page, select "Report by Rotation."

Member Requirement report highlighting Report by rotation button.

Step 2:

Select one or more user types.
Select a requirement.
Select what you want to see, Complete or Incomplete.

Once all required fields are complete you can click "Run Report" or continue to Step 3 for the Optional Filters section.

Member Requirement report highlighting report filters.

NOTE: By default, only active rotations are shown. Select the additional status options to include completed and/or archived rotations.

Step 3 (Optional):

Optional Filters:

Completion Date After or Completion Date Before help narrow down your results.

Specific Rotation

Enter a Rotation number.

Filter by Program

Select the Program.

Filter by Experience

Select the Experience.

Filter by Unit

Select the Unit.

Filter by Course

Select the Course.

NOTE: When filtering by Specific Rotation and selecting Completed and Archived rotations, you are then directed to the Profile Completion Report to view historical data for that specific rotation.

View by Course

Step 1:

On the Member Requirement Report page, select "Report by Course."

Member Requirement report highlighting Report by Course button.

Step 2:

Select one or more user types.
Select a requirement.
Select what you want to see, Complete or Incomplete.

Once all required fields are complete, you can click "Run Report" or continue to Step 3 for the Optional Filters section.

Report filters highlighting select fields, user type, requirement and what would you like to see

NOTE: By default, only active rotations are shown. Select the additional status options to include completed and/or archived rotations.

Step 3 (Optional):

Optional Filters:

Completion Date After or Completion Date Before help narrow down your results.

Specific Rotation

Enter a Rotation number.

Filter by Program

Select the Program.

Filter by Experience

This will auto-fill to Course Assignments

Filter by Unit

Select the Unit.

Filter by Course

Select the Course.