Governance Lists

Found in the main AMS Menu under Members, Governance, Lists, this is a selection of reports that lists contacts by areas (Governance Types) and groups (Committees) defined by the organization.  An example of an area would be Board Committees and groups within that area would be Finance, Meetings, or Membership. 

• Two Column Governance List- run for an Effective Date (the date between the Start & End of terms), Area (Governance Type) and Group (Committee) with an option to show a contact's committee term dates, the PDF output is formatted for 2 columns and grouped by Committee.
• Three Column Governance List- run for an Effective Date (the date between the Start & End of terms), Area (Governance Type) and Group (Committee) with an option to show a contact's committee term dates, the PDF output is formatted for 3 columns and grouped by Committee.
• Governance List by Position- run for an Effective Date (the date between the Start & End of terms), Area (Governance Type) and Group (Committee) with an option to show a contact's committee term dates, the PDF output is formatted for 3 columns and grouped by Position.
• Governance Export with Expire Date- run for an Expiration Date (any term expiring after this date) and Group (Committee), and with the ability to exclude selected contact statuses, the export contains name, address, phone, email, membership expiration and committee position information.

NOTE: Governance Lists will always include anyone who has a valid term for the date range specified. Many of our clients run reports from the past, which often contain deceased members. Purged is considered the same. If you don’t want them included on the reports you should delete their governance folder or change the term on it to not be in the included range.