On this form, you control which members are selected for a report or for viewing on the screen. If you don’t specify any selection conditions, then all members are selected. If you specify multiple selection conditions, then a member has to satisfy ALL of the conditions to be selected.
A selection condition has these parts:
Type of Selection: for example, the member’s name, the member’s employer
Qualifier: used to qualify the type of selection; not currently used
Operator: the type of comparison to perform when checking for selection, e.g., equal, not equal, between, not between, like
Values: the values that you want to include or exclude
Here are some (but not all) of the types of selections that you can tell the system to perform:
Employer: select members on the basis of their current employer(s)
Current Status: select members on the basis of their current status
Exceptions: select members who owed dues for a given range of months, or who are missing an SIN or address
Dues Activity: select members who have or who have not had dues activity in a given range of months
Address Change Date: select members who have had their address changed in a given range of dates
Name: select members on the basis of name (for example, you could select A-E for one run; G-J for the next run, etc.)
Please see the Selection Condition Form for detailed information on entering a selection condition.
Step-by-Step Example
To select active members for employer 1234, you would follow the steps listed below. If you want to try the steps yourself, instead of 1234 substitute an employer code that’s meaningful in your system.
Click the dropdown arrow in the first row under Type of Selection.
Click on Employer.
Note that you are now working in the Employer Selection form, which is similar to the Member Selection form. You’ll use this form to select the employer, which will then be used to select members.
Click the dropdown arrow in the first row under Type of Selection.
Click on Employer Code.
Enter 1234 under Values, and then click OK.
Click Build Group. This selects the employer with code 1234.
Note that you are now back in the Member Selection form.
Click in the SECOND row under Type of Selection
Click the dropdown arrow in the second row under Type of Selection.