Groups: Report to Capture Historical Leadership Roles

This report would ensure that all leadership roles can be easily reviewed and captured, whether or not there are changes within these roles. This would be helpful for teams that need to know who their group chairs are at any given time, or when program guidelines require that they can easily decipher who held a leadership role at any point in the year.

The requests for the details of the report are as follows:

  • The report needs to allow the team to track all the leadership roles throughout the program year, whether someone held their title for 1 week or 1 year

    • If Sally is the President from May-June, and then Jane is the president from June-October, this report needs to show this information

    • If Sally is VP from May-June, and then President from June-December, it needs to reflect that she held both roles and the dates she held those roles

  • Specified team members are able to pull reporting of Groups leaders to identify what employees have qualified for applicable programs with minimal data manipulation

    • This data needs to be easily accessible to the team to pull on demand, for all groups as a whole, and not just via the individual groups' member exports

      • For example, if they needed to pull a report and filter to all Presidents of their various groups, this report would be used for that

  • The data captured needs to include:

    • Employee name

    • Employee address

    • Leadership role/title

    • Term dates


  • Rachel Dowd
  • Jul 22 2022
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