Reports

Finance Reports

Report Name	Description
Account Credit - Not Tuition Pre-Payment	Includes anyone who has an unused credit on their account excluding Tuition Pre-Payment plans.
CC Payment Lookup - Last Four Digits	CC Payment Lookup - Last Four Digits
Course Roster w Amount	Course Roster w Amount -Includes filter for Event Name. Update filter for desired event. -Note inclusion of Status field. May need to filter on Status field depending on request.
Events - GL Accts and Deferred Revenue	Events - GL Accts and Deferred Revenue
Foundation Donation Report	This report focuses on providing a list of contacts who have made a special donations outside of the generic $25, $50, etc. categories. Tribute messages are included in the report.
Lockbox Check	Lockbox Check - For reconciling lockbox deposits applied to bank deposits.
Scheduled Payments	Report that shows all Scheduled Payments and their status.
Transactions with Payment Method
Transactions Report (Personify FAR504)	Transactions Report (Personify FAR504)

Governance Reports

All Committee Rosters

Report Name	Description
2021 Mid-Year Governance Meetings	Full list of anyone who has registered for the mid year governance meetings by ticket type and scheduled items.
2021 Annual Governance Meetings	Full list of anyone who has registered for the annual governance meetings by ticket type and scheduled items.
Committee Members by Committee	Full list of all committee members by committee and position.
Audit Committee Roster - Current Year	Committee Members for the current year by badge type and position
CCIM Technologies BOD Roster - Current Year	CCIM Technologies BOD Members for the current year.
BOD Members - Profiles	BOD Members including all Fonteva profile member information - contact info, market areas, specializations, etc.
Board of Directors Roster - Current Year	Board of Directors by badge and position for the current year.
Board of Directors Roster - Next Year	Board of Directors by badge and position for next year.
Committee Chair Roster - Current Year	Current Committee Chairs by badge and committee.
Committee Vice Chair Roster - Current Year	Current Committee Vice Chairs by badge and committee.
Company Certification PAG - Current Year	Presidential Advisory Group Members for the current year by badge type and position
Governance Committee Roster - Current Year	Committee Members for the current year by badge type and position
Finance Committee Roster - Current Year	Committee Members for the current year by badge type and position
Foundation BOD Roster - Current Year	CCIM Foundation BOD Members for the current year.
Strategic Planning Committee Roster - Current Year	Committee Members for the current year by badge type and position
Education Committee Roster - Current Year	Committee Members for the current year by badge type and position
Curriculum Subcommittee Roster - Current Year	Subcommittee Members for the current year by badge type and position
Development Specialty Track and Other Tracks PAG - Current Year	Presidential Advisory Group Members for the current year by badge type and position
Faculty Subcommittee Roster - Current Year	Subcommittee Members for the current year by badge type and position
Faculty Compliance Workgroup Roster - Current Year	Subcommittee Members for the current year by badge type and position
Introduction to CRE Certificate PAG - Current Year	Presidential Advisory Group Members for the current year by badge type and position
University Outreach Subcommittee Roster - Current Year	Subcommittee Members for the current year by badge type and position
Ward Center for Real Estate Studies Subcommittee Roster - Current Year	Subcommittee Members for the current year by badge type and position
Ward Center PAG - Current Year	Presidential Advisory Group Members for the current year by badge type and position
International Activities Committee Roster - Current Year	Committee Members for the current year by badge type and position
Designation Committee Roster - Current Year	Committee Members for the current year by badge type and position
Executive Committee Roster - Current Year	Committee Members for the current year by badge type and position
Government Affairs Committee Roster - Current Year	Committee Members for the current year by badge type and position
Professional Standards Committee Roster - Current Year	Committee Members for the current year by badge type and position
Marketing Committee Roster - Current Year	Committee Members for the current year by badge type and position
Member Services Committee Roster - Current Year	Committee Members for the current year by badge type and position
Chapter Activities Subcommittee Roster - Current Year	Subcommittee Members for the current year by badge type and position
Networking Subcommittee Roster - Current Year	Subcommittee Members for the current year by badge type and position
Regional Activities Subcommittee Roster - Current Year	Subcommittee Members for the current year by badge type and position
NAR Affiliate Representatives - Current Year	NAR Affiliate Representatives for the current year by badge type and position.
Presidential Liaisons (Current President)	PLs by badge type and position.
Presidential Liaisons (President-Elect)	PLs by badge type and position.
Presidential Liaisons (First Vice President)	PLs by badge type and position.
RVP Roster - Current Year	RVPs for the current year by badge and region
RVP Roster - Next Year	RVPs for the next year by badge and region.

Education Reports

Report Name	Description
2020 Fall Comp Exam Registrations	Candidates registered to take the fall comp exam in 2020.
2021 Spring Comp Exam Registrations	Candidates registered to take the spring comp exam in 2021.
CE Approvals - Course Type	A list of all CE Approvals grouped by course type, then the status (submitted, approved, etc.) then by the state.
CE Fees Report	Attendees who have purchased CE Credits.
Course Roster (w Course Filter)	Course Roster (w Course Filter) - This report will provide a course roster for the selected course (Event Name).
Course Roster v2 (w Course Filter)	Course Roster (w Course Filter) - This report will provide a course roster for the selected course (Event Name).
Course Rosters (w Start Date Filter)	Course Rosters (w Start Date Filter) - This report will provide course rosters for any courses with a start date within the defined range (Start Date).
Course Rosters - Start = Next 14 Days	Attendee record list for Courses w/ Start Date = NEXT 30. Grouped by Event Name.
Course Rosters - Start Date = TODAY	Attendee record list for Courses w/ Start Date = TODAY. Grouped by Event Name.
Courses = Last 7 Days	Roster for courses in the past 7 days. Includes both Registered and Completed status.
Daily Sales Report	Course, Date/Time of Course, Course Type, Number of Registered Students, Instructor, Location, Licensee Information
Events - Online CE Report
FULL COPY of ALL CE Approvals Report	Displays ALL CE Approvals
Instructors - Current Year	List of all instructors for the current year grouped by the course name in order to display any and all instructors who were tied to the course.
Monthly Courses - Total Attendees	A report that includes any Active events for the current month and all attendees in them.
Personal Canvas	Check attendees for Canvas registrations.
Source Codes for Courses	Source Codes Used for each Event/Course
Veterans Program - August and Beyond	All courses anyone with the Veteran's Program badge attended where the Start Date is August 1, 2020 or byond.
Vets with Events	A report displaying contact members who have the Veterans Program badge and a list of the courses they have on their record.

Foundation Reports

Report Name	Description
Veteran's Program Badges	Applicant list via badges to signify approval for form one for applicants to take the Foundations course and approval of form two indicating approval in to the program.
Veteran's Program Courses	Courses taken by the Foundation award winners.

Marketing Reports

Report Name	Description
2020 Conf with Registration Items	Contacts who signed up for the 2020 CCIM Conference with registration items.
2020 Gov/Conf Roster	Number of contacts who registered for the 2020 Governance Meetings or CCIM Conference.
2021 RM - All US+CAN Candidate Members	This report gives list of Active Candidate + fast track + university Fast Track Member+ University Fast Track (Undergrad) Member subscriptions with their details for Membership renewal campaign
2021 RM - All US+CAN Designee Members	This report gives list of Active Designee + Retired Member + Paying Life Member+ 25-year Designee Member + Government Designee Member + Canadian Designee Member subscriptions with their details for Membership renewal campaign
Active - Canadian Candidates	All active Canadian candidates.
Active - Canadian Designees	All active Canadian designees.
Active - International Candidates	All active International candidates.
Active - International Designees	All active International designees.
Active - US Candidates	All active US candidates.
Active - US Designees	All active US designees.
All Active Membership Report	This report gives list of Active subscriptions with their details for Membership renewal campaign
Canadian Candidate Membership Report	This report gives list of Active Canadian Candidate + fast track + university Fast Track Member subscriptions with their details for Membership renewal campaign
Canadian Designee Membership Report	This report gives list of Active Canadian Designee subscriptions with their details for Membership renewal campaign
CDEP Prospects	Marketing prospects for the Cultural Diversity Education Program.
CIRE Magazine Mailing List Report	CIRE Magazine mailing report with contact and address information.
Do Not Email - 2021 Renewed or AutoRenew	Updated List of anyone who has either already renewed, or has their 2020 membership set up for Auto Renew.
Education Staff Report	List of staff members in the education department.
Lapsed - Canadian Candidates	All lapsed Canadian candidates.
Lapsed - Canadian Designees	All lapsed Canadian designees.
Lapsed - International Candidates	All lapsed International candidates.
Lapsed - International Designees	All lapsed International designees.
Lapsed - US Candidates	All lapsed US candidates.
Lapsed - US Designees	All lapsed US designees.
Marketing Staff Report	List of staff members in the marketing department.
Member and Non-Member Student List (Note: To Be Reviewed by IT for accuracy)	Member and Non-member student list.
Membership Staff Report	List of staff members in the membership department.
Non-Member Student List	Any contact who has taken a course but does not have a a membership.
Online Ward Center Prospects	Online Ward Center Prospects - Contacts in Fonteva with no active membership.
Staff List	All staff list, including CCIM Institute, Foundation, and CCIM Technologies.
US Designee Membership Report	This report gives list of Active US Designee + Retired Member + Paying Life Member+ 25-year Designee Member + Government Designee Member subscriptions with their details for Membership renewal campaign
US and Canadian Candidate Membership Report	This report gives list of Active Candidate + fast track + university Fast Track Member+ University Fast Track (Undergrad) Member subscriptions with their details for Membership renewal campaign
US and Canadian Designee Membership Report	This report gives list of Active Designee + Retired Member + Paying Life Member+ 25-year Designee Member + Government Designee Member + Canadian Designee Member subscriptions with their details for Membership renewal campaign
101 and 102 Prospects - All Prospects	Prospect list that includes anyone who have not completed 101 or 102 (does not include UFT).
101 Prospects - Active Candidates	Prospect list that includes active non-designees who have not completed 101. (does not include UFT)
101 Prospects - Lapsed Member	Prospect list that includes lapsed national members who have not completed 101. (does not include lapsed UFT)
101 Prospects - NonMembers	Prospect list that includes people who have never had a national membership who have not completed 101.
102 Prospects - Active Candidates	Prospect list that includes active non-designees who have not completed 102.
102 Prospects - All Prospects	Prospect list that includes anyone who has not completed 102.
102 Prospects - Lapsed Member	Prospect list that includes lapsed national members who have not completed 102.
102 Prospects - NonMembers	Prospect list that includes people who have never had a national membership who have not completed 102.
103 and 104 Prospects - All Prospects	Prospect list that includes anyone who have not completed 103 AND 104, but have completed 101.
103 and CREN Prospects for Promotion	Prospect list that includes anyone who have not completed 103 or CREN, but have completed 101.
103 Prospects - Active Candidates	Prospect list that includes active non-designees who have not completed 103, but have completed 101.
103 Prospects - Lapsed Members	Prospect list that includes lapsed national members who have not completed 103, but have completed 101.
103 Prospects - NonMembers	Prospect list that includes people who have never had a national membership who have not completed 103, but have completed 101.
104 Prospects - Active Candidates	Prospect list that includes active non-designees who have not completed 104, but have completed 101.
104 Prospects - Lapsed Members	Prospect list that includes lapsed national members who have not completed 104, but have completed 101.
104 Prospects - NonMembers	Prospect list that includes people who have never had a national membership who have completed 101.
CREN + P2N Prospects - Active Candidates	Prospect list that includes active non-designees who have not completed CREN.
CREN + P2N Prospects - Lapsed Candidates	Prospect list that includes lapsed national members who have not completed CREN.
CREN + P2N Prospects - NonMembers	Prospect list that includes people who have never had a national membership who have not completed CREN.

Membership Reports

Report Name	Description
Active Subscriptions - buckets	Bucketed active memberships by main membership category, i.e. candidate, designee, etc.
CDEP Participants	List of members who are part of CDEP.
Coldwell Banker Designees	A list of current designees whose company equals Coldwell Banker.
Comp Exam Prospects - Fast Track Candidates	A list of active fast track candidates that have completed CI101-CI104, Ethics, and either P2N or Negotiations.
Contacts w/Active Subscriptions	Total number of active memberships by subscription type.
Designation - 5 Year Anniversary	Active Designees who received their Designation 5 years ago from current year.
Designation - 10 Year Anniversary	Active Designees who received their Designation 10 years ago from current year.
Designation - 15 Year Anniversary	Active Designees who received their Designation 15 years ago from current year.
Designation - 20 Year Anniversary	Active Designees who received their Designation 20 years ago from current year.
Designation - 25 Year Anniversary	Active Designees who received their Designation 25 years ago from current year.
Designation - 30 Year Anniversary	Active Designees who received their Designation 30 years ago from current year.
Designation - 35 Year Anniversary	Active Designees who received their Designation 35 years ago from current year.
Designation - 40 Year Anniversary	Active Designees who received their Designation 40 years ago from current year.
Designation - 45 Year Anniversary	Active Designees who received their Designation 45 years ago from current year.
Designation - 50 Year Anniversary	Active Designees who received their Designation 50 years ago from current year.
Designee Subscription Price Rules	Total number of designee members broken out by price rules.
International Members Report	Members by Country with active International Membership subscription.
Members that have Passed	Members that have passed away for the current year.
Renewal Information/Membership Counts	Total number of memberships by year using subscription with terms and contact.
Renewal Info/Membership - Broken Out	Total number of memberships by year using subscription with terms and contacts broken out by each and every national membership type (not bucketed).
Top 20 Companies	This report gives list of Active Designee count by company. The aim is to find top 20 companies with highest number of designees. (Does require some extra Excel Manipulation)

IT Reports

Report Name	Description
User Report - All	Report of all user profiles (type of license), including staff, members, guests, and vendors.
User List - Last Login	Last Login for CCIM members, guests, and customers.
Zip Codes w/o Home Chapter (Note: To Be Reviewed by IT for accuracy)	Zip codes that are in Fonteva by a member or guest adding them in to their profile. Verification that the zip code is mapped to a home chapter.

Dashboard Reports

Report Name	Description
All CE Approvals Report	This report is the backbone of the CE dashboard and object in Fonteva to manage CE that is approved.
All CE Approvals by Status	This report is the backbone of the CE dashboard and object in Fonteva to manage CE approvals by status.
CE Approvals - Pending Approval	This report is the backbone of the CE dashboard and object in Fonteva to manage CE that is pending.
CE Approvals - Recently Expired	This report is the backbone of the CE dashboard and object in Fonteva to manage CE that has recently expired.
CE Approvals Next 30 Days (By Month)	This report is the backbone of the CE dashboard and object in Fonteva to manage CE that is expiring in the next 30 days. Report shows month by month overview.
CE Approvals Expiring Next 90 Days	This report is the backbone of the CE dashboard and object in Fonteva to manage CE that is expiring in the next 90 days. Report shows day by day overview.
CE Approvals Expiring Next 120 Days	This report is the backbone of the CE dashboard and object in Fonteva to manage CE that is expiring in the next 120 days. Report shows day by day overview.
CE Approvals Next 120 Days (By Month)	This report is the backbone of the CE dashboard and object in Fonteva to manage CE that is expiring in the next 120 days. Report shows month by month overview.
CE Approvals Expiring by Month	This report is the backbone of the CE dashboard and object in Fonteva to manage CE that is expiring by Month.
CE Licenses - Full Field Mapping	List of all any contact with a CE license.
Committee Member Roster Report (Note: To Be Reviewed by IT for accuracy)	This report is the backbone of the committee member dashboard and object in Fonteva to manage committee rosters.
Committee Member Approval Report (Note: To Be Reviewed by IT for accuracy)	This report is the backbone of the committee member dashboard and object in Fonteva to manage committee position approvals.
Committee Member Application Report (Note: To Be Reviewed by IT for Accuracy)	This report is the backbone of the committee member dashboard and object in Fonteva to manage committee position applications.
Veterans Program Applications (Note: To Be Reviewed by IT for accuracy)	This report is the backbone of the Veterans dashboard and object in Fonteva to manage Veterans Program applications.