Downloading ChamberMaster Data

The ability to download ChamberMaster membership data into a file that can be saved, used in other programs, emailed, and generally manipulated outside of ChamberMaster provides great flexibility.

Instructions for creating a custom download file from your own set of fields are included below using Custom Member Report in the Reports modules. This will create a Comma Separated Value (.csv) file which is commonly accepted by most third party programs such as word processors, spreadsheets, and database programs.

Comma separated value (.csv) files may be viewed directly in Microsoft Excel without any conversion. Simply open the .csv file that is created by ChamberMaster; the data will be placed in appropriate columns and rows already. Microsoft Word will also read a .csv file directly when using the mail merge features.

Many other places in ChamberMaster have a selection for Download which also creates a comma separated value (.csv) file. These selections, however, use information already displayed at that moment instead of allowing custom selections of the field names. If selecting Download at these other locations, simply follow the prompts on the screen at that time or use steps below as a guideline.

Event guest lists and name tags, group name tags, and mailing lists are examples of locations where you will find a download option in ChamberMaster.

This same downloaded file could also be used as the data source for your local printing business to create a professional-looking member directory report. Follow the download instructions here to create a file that can be emailed or brought to your printer

Download ChamberMaster data

1.	Click Reports in the left-hand menu.

If selecting Download at other locations in ChamberMaster, simply follow the prompts on the screen at that time or use the steps below to assist in making proper choices.

2.	Click the green arrow to the right of the report called Custom Member Report. Note: If you do not see “Custom Member Report”, click the Featured reports category in the Report Finder window.

3.	Click the category where the desired field(s) is located in the list of Available Fields.

4.	Click the check box in front of the desired field.

Figure 4-1 Custom report screen

5.	Continue selecting fields until all desired directory fields are listed in the Selected Fields box.

6.	Make any desired changes to the order of the fields or the sort choices. See Figure 4-2 for instructions.

Figure 4-2 Custom fields selected

7.	Click Continue.

8.	Complete the Filters, Additional Options, and Save Report sections as desired. See Figure 4-3.

At least one filter option must be selected or else no records will be displayed

Figure 4-3 Custom report filters

9.	Click View/Print Report.

10.	The records matching the selected criteria will display. If this is the desired list of records, continue to the next step, otherwise repeat steps #8-10 above until you have filtered to display the desired records.

11.	When the list of members is complete, click Download Report. (You may need to hold the Ctrl key during steps #11-16 if your pop-up blocker is activated.)

Press and hold the Ctrl key while clicking View/Print Report if the report is not displaying. This will bypass your pop-up blocker. For assistance in setting your browser selections so that you don’t have to hold the Ctrl key down each time, see “Configuring Your Computer” in the Getting Started section.

12.	Click Save. See Figure 4-4.

Figure 4-4 Save

13.	Browse to the location where you desire to save this file or if you are unsure click Desktop in the left-hand shortcut area. Remember this location. See Figure 4-5.

14.	Type a new filename in the File name: box (if desired). Remember this name.

15.	Click Save.

Remember the location and filename that you select for this download. You will need this information later.

Figure 4-5 Saving the downloaded file

16.	Click Close.

Figure 4-6 Close

The download file is now complete and may be used as desired. If desired, check out “Performing a Mail Merge with Microsoft Word” to create a multi-column member directory or other mail merge output.