Viewing the Activity Record

If the Create Activity Record option is selected in the Export Utility window, iMIS records the date the export record was created and saves a copy of each member’s export record.

To view the activity record

  1. Make sure the Name file is one of the Select Files in the export definition.
  2. In the Advanced Accounting Console, go to Configure > Membership > Set up activity types.
  3. Create an activity type named EXPORT.

    4. Note: When creating an EXPORT activity type, be sure to define some columns. For example: UF1 - UF3 – Use these fields to enter prompts for the values entered in the Char 1 - Char 3 fields on the Event System Preferences window.

    Note: UF4 - UF5 – Use these fields to enter prompts for the values entered in the Number 1 - Number 2 fields on the Event System Preferences window. UF6 - UF7 – Use these fields to enter prompts for the values entered in the Date 1 - Date 3 fields on the Event System Preferences window. These columns will generate data that will be visible in the Panel Editor content item that you will create in order to view the activity records.

  4. Click Save.
  5. Go to the Staff site.
  6. Go to RiSE > Page Builder > Manage content.
  7. Select a Content Folder.
  8. Go to New > Website Content.
  9. Enter a Title and a Publish File Name.
  10. Click add content.
  11. In the Content Gallery, go to Content Types > Content > Panel Editor.
  12. Click OK.
  13. In the Panel list, select (New Panel).
  14. Name the panel.
  15. Select the Show data sources that allow multiple entries per object instance radio button.
  16. Double-click Activity-EXPORT. The columns available for the EXPORT activity record are displayed.
  17. Click Save & Close.
  18. Click OK.
  19. Click Save & Publish.