Home Screen

What:
The Home Screen is the default view when logging in.

No matter where you are in groupable:m2, clicking on Home in the upper left corner of the menu will always bring you back to this Screen.

Grand Body users have a Parent Organization Overview Home, District level users have a District-Overview Home, and Local users such as Club/Chapter/Lodge Officers have a Local-Overview Home.

Navigation of the Home View:

Universal Features:

No matter where you are in groupable:m2, you will find these following areas:

Left Hand Side

• Home
• Navigation Menu (NEW highlights any recent additions), and Help, Video Training, and Keyboard Shortcuts are at the bottom
• Helpful Videos

Top Bar

• m2 logo
• Current Page Title
• Search Bar
• ? Search tips
• User Account Management
• Breadcrumbs (eg: ability to navigate up the organizational levels from the current view)

Local Level User Home View:

Local Club/Chapter/Club Home Dashboard Tabs:

• Overview
• Info / Officers
• Recent Activity
• Income / Expenses
• Undeposited Funds
• Dues / Arrears
• Reports
• Insights

District Level User Home View:

District Level Home Dashboard Tabs:

• Overview / Members
• Officers
• Recent Events

Grand Body User Home Dashboard View:

Grand Body Home Dashboard Tabs: 

• Overview / Members (Regions Districts and Lodges)
• Officers
• Recent Events
• Contact / Geo Stats

Local Level Home Dashboard Tabs:

• Overview
• Info / Officers
• Recent Activity
• Income / Expenses
• Undeposited Funds
• Dues / Arrears
• Reports
• Insights

Overview

From the Local Overview, an Officer has Read/Write or Read-Only Access which is dependent upon their permissions.

An Officer can view a snapshot of their Members and Other Persons, Review the newest Video Tutorials highlighted in the upper right, View Action Items with clickable reports.

From Members and Other Persons, a Secretary or Assistant Secretary can view a Member Record, and Add or Edit Payments (and Dues).

All tables can be searched and sorted, and all tables have the ability to export data in five formats - 

Info / Officers

Info/Officers displays Chapter/Club/Lodge Info, including Tax ID (EIN or FIN), and Merger History as known. Current Officers are listed, any District Level Officers, and any Additional Lodge Users (such as Read-Only, Assistant Secretary, or OLP Webmaster), and any Chapter/Club/Lodge Notes made by the Parent Body.

Recent Activity

Recent Activity Tables:

• Member Events (events in the past 24 months)
• Receipts (Dues, Donations, etc)
• Expenses (Vouchers)

All of these tables can be searched, sorted, and exported.

Income/Expenses

Income/Expenses defaults to display the Current Budget Period.

If a budget period has been closed, that is viewable by clicking the teal arrow as seen below:

Budget Period Areas:

• Current Income vs. Expenses
• Current Expenses Breakdown
• Current Income Breakdown
• Current Income by Receipt Type

Budget Period Finances Tables:

• Current Receipts
• Current Vouchers
• Current Expense Line Items
• Deposits (for all Budget Periods)
• Budget Periods (all)

These Finances sections can be sorted, searched, and exported just like any other table and can be provided as Reports for your District or Parent Organizations for Annual Reports or Audits.

Undeposited Funds

This Tab displays any cash not yet Transferred to Treasurer

Undeposited Funds Tables:

• Undeposited Funds (total) - ADD A DEPOSIT (green plus symbol)
• Breakdown/Totals by Payor
• Breakdown by Receipt Type (Remit, Cash, Check, Credit Card, etc)
• Breakdown by Category (DUES, Donations, Programs, etc)

Every Deposit Record has the same set of tables and breakdown for your Treasurer.

Dues / Arrears

Dues and Arrears Tables:

• Dues & Arrears (table of all outstanding Dues Owed, sortable/searchable by Member, Member Type, Year, Amount, Type)
• Aged Receivables (drillable table with each Dues Year - Paid, Owed)
• Current Receivables Overview
• Member Types and Dues Rates

Reports

• Annual Return Numbers
• Certificates of Election

Insights

This data is updated annual from the Annual Return submitted to the Parent Organization.

• Historical Analysis (Absolute)
• Historical Analysis (Percentage)
• Loss Analysis (Absolute)
• Loss Analysis (Percentages)