M2 has three reports about how long members have belonged. This guide is for parent group and local group secretaries who want to know which one to run: to congratulate members in their anniversary month, to see who is due a 5-year pin next year, or to order certificates and pins for a time period you choose.
Which report to run
| You want to | Run |
|---|---|
| See every member raised in a given month, for a birthday-style anniversary list, an email, or mailing labels | Years of Service Report |
| See who reaches a 5-year milestone next year, across all local groups, with no setup | Year Pins |
| See who reaches a 5-year milestone between two dates you choose, with counts, and print the order form | Service Certificates |
| Run the year's 50-year Veterans Medal | The Veterans Medal workflow (see below) |
Side by side
| Years of Service Report | Year Pins | Service Certificates | |
|---|---|---|---|
| Where to find it | From a local group: Members/Contacts, then Years of Service Report. Local group officers also find it under Reports, in the Members list. | Reports, in the Awards list, then Year Pins. | Reports, then Service Certificates: in the Awards list for parent group users, in the Locals list for local group officers. Also My Local, then Service Certificates, if your organization has turned it on for your role. |
| Which local groups | One local group at a time. | Parent group users see all local groups. Local group officers open it for their own local group. | Parent group users choose local groups or leave the box blank for all. Local group officers see their own. |
| Time period | The months you choose. Next month is selected when the page opens. No year. | Always next calendar year. You can't change it. | The start date and end date you choose. |
| Who is listed | Every active full member raised in those months, however many years they have. | Active members who reach 5, 10, 15 years and so on during next year. | Full members who reach 5, 10, 15 years and so on between your dates. |
| How years are counted | Two numbers: YGS (years in good standing today) and YSR (years since raised, which ignores any lapse). | From the adjusted start date. Upcoming Award is the milestone. | From the adjusted start date. Year is the milestone. |
| Columns | Name, YGS, Raised, YSR | Local Name, Local Number, Last Name, First Name, Middle Name, Suffix, Full Member Date, YGS, Upcoming Award | Summary, Local Summary, and a list: Local, Member Number, Name, Raised, Year |
| What you can do with it | Add to Audience (to email or label the list) and Export Labels (a PDF of mailing labels). | Click a name to open the member record. | Print Order Form (a PDF for certificates and pins). |
The Veterans Medal workflow
The Veterans Medal goes to members who were raised 50 years ago. Grand Lodge staff run it once a year. It differs from Service Certificates in two ways:
- 50 years only. There are no 5, 10, or 15-year milestones. You choose the medal year, and the workflow lists members raised 50 years before it. The 2027 medal goes to members raised in 1977.
- Years since raised, not years in good standing. The workflow counts from the raised date (the degree). A member who lapsed and was later reinstated still qualifies 50 years after being raised, as long as they are in good standing now. On Service Certificates, the same member reaches 50 years later.
The workflow also takes the medal from start to finish: worksheets for each local group's secretary, the engraver's order list, District Deputy paperwork and presentation forms, and mailing labels for members out of state.
Why the numbers can differ for the same member
- Today versus a milestone. YGS on the Years of Service Report is the member's years today. Upcoming Award on Year Pins is the milestone they reach next year. Year on Service Certificates is the milestone they reach between your dates.
- Lapses. YSR and the Veterans Medal workflow count every year since the member was raised. YGS, Upcoming Award, and Year leave out time when the membership lapsed. To learn how that works, read What is an Adjusted Start Date; how are Years in Good Standing Calculated.
- The month. The Years of Service Report lists members by the month they were raised. For a member whose membership lapsed, the anniversary that counts toward a pin or certificate can fall in a different month.
- Members of more than one local group. Year Pins lists a member once, under their primary local group. Service Certificates lists them under each local group where they are a full member.
- January. Year Pins always looks at the year after this one. Run in January 2027, it shows milestones in 2028.
Run each report
- Years of Service Report: Run the Years of Service Report for Raised-Month Anniversaries in M2
- Service Certificates: Run the Service Certificates Report and Print the Order Form in M2
- Year Pins: open Reports, find Year Pins in the Awards list, and click it. The list appears right away.