For Chapter Statistics Administrators

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For Chapter Statistics Administrators

• Introduction to the SGI-USA Web-based Statistics
  Program
• Part 2
• Logging in to the Websiteand Entering Your Data

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You will learn how to

• Go to the Administrators Portal Page
• Login to the Website
• Navigate from chapter to districts
• Enter statistics data in the district statistics
  report and save it.
• Add notes
• Submit the Chapter Summary
• Print or export

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Start at the Portal Page

• Always begin by going with your web browser to
  www.sgi-usa.org/statport
• This is called the Statistics Administrator
  Portal Page
• Make this page a "favorite" or bookmark in your
  web browser.

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What's on the Portal Page?

• The web link to go to the Statistics Website.
• Important notices and information for Chapter
  Statistics Administrators will be posted here.
• If you skip this page, and go directly to the
  Statistics Website, you will miss these notices.
• The web link on this page is the most reliable
  way to get to the login screen.

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www.sgi-usa.org/statport
Web link to StatisticsLogin Page
Notices
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The Login Screen
Enter User name password
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The 2nd "Login Screen"

• Each time you login to the website you have a
  chance to update your contact info.
• Make sure your most reliable email address and
  phone number is entered.
• Select the option to make these changes
  permanently to your profile.

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The 2nd "Login Screen"
Update info if needed
Make changes permanent
Click Next when done
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The "Home" Screen
The "Home" screen is where you begin your tasks
Click here to get back to "Home"
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What's On the Home Screen?

• Menu Bar Home, Reports, My Profile, Logout
• The two-month "Reporting Period" selector
• The "Tree" which shows the organizational
  structure of your chapter and allows you to
  navigate to districts
• Summary of Chapter or District Statistics

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The "Home" Screen
Menu Bar
Reporting period selector
Summary
"Tree"
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How does the "Tree" work?

• If necessary, click the triangle next to the
  chapter name to expand it.
• It should show the chapter and the districts
  which are in the chapter.
• Click the name of the district or chapter to
  select it. The name will change to red.

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How does the "Tree" work? (cont.)

• When an organizational unit (district or chapter)
  is selected in the Tree on the left, its name and
  data summary appears on the right side of the
  screen.
• Use the Tree to move from district to district

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The "Tree"
The selected district or chapter displays its
name in red text
The statistics data summary of thedistrict or
chapter displays on the right side
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Entering your data

• You should collect the paper District Statistics
  Reports and have them at hand.
• The goal is to enter the same numerical data that
  is on the front of the paper District Report into
  the matching district screen and save it.
• We do not enter any data from the back of the
  District Statistics Report.

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Select the Correct Reporting Period
Click on the downward pointing arrow to select
the correct reporting period
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Select a District to work on
Select thedistrict towork on
The district data entryscreen appears here
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When Entering District Data

• The spaces where you can put numbers are called
  "fields."
• Double-click directly on a "0" or other number
  in a field to highlight it, then type in your new
  number.
• Use the tab key to move to the next field or
  click where want to go next.

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Enter the District Statistics Data
Enter your membershipdata here. Use Tab key to
move orclick in another field.
The Totalof Last Reportcannot bechanged
Totals are calculated automatically
Enter attendancedata here
When done click "Update and Save"
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Entering and Saving Notes

• There may be some cases when you want to explain
  something about a report.
• You can type anything in the notes field, then
  click "Save My Notes."
• This note will remain with the report.
• The Zone Statistics Specialist will be notified
  that a note has been attached.

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Entering and Saving Notes
Type notes here, then click
Log of "Saves," "Submittals," and "Reviews."
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Save the District Statistics Data

• Statistics data can only be added or edited on a
  district report screen.
• When you are done, click the button"Update and
  Save." This also records the date and time in the
  log at the bottom of the screen.
• You can go back and make changes later, until the
  Reporting Period is finalized nationwide. Click
  "Update and Save" each time.
• You can always go back to update discussion
  meeting attendance data.

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The Chapter Summary

• When you finish entering a district's data and
  click "Update and Save," this data is added to
  the Chapter Summary
• You can see the totals for the chapter in the
  Chapter Summary by clicking on the name of the
  chapter in the Tree
• The numbers in parenthesis following the chapter
  name indicate the number of districts which have
  saved data out of the total number of districts.
  e.g. (2 of 4)

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The Chapter Summary (cont.)

• When you have entered and saved the data for all
  of the districts, return to the Chapter Summary
  by clicking on the chapter name.
• If you are satisfied with the Chapter Summary,
  you should submit the summary by clicking on the
  "Submit" button.
• This will indicate to the Zone Statistics
  Specialist that you have submitted the data for
  your chapter. It will also record the date and
  time in the log at the bottom of the screen

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The Chapter Summary (cont.)

• You can also add any note that you would like to
  have appear on this summary. This will be
  included in any copies of this summary that are
  printed or exported. Click "Save My Notes" when
  done.
• You can return later to modify any notes or the
  data on a district Statistics Report screen at
  any time until the Reporting Period is finalized
  nationwide.
• You can print or export a district statistics
  report or a chapter summary report by clicking on
  one of the two icons at the upper right of the
  page.

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The Chapter Summary
To print or export click one of these icons
These numbers show how many districts have data
saved.
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Summary You know how to

• Go to the Administrators Portal Page
• Login to the Website
• Navigate from chapter to districts
• Enter statistics data in the district statistics
  report and save it.
• Add notes
• Submit the Chapter Summary
• Print or export

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Thank you for being a part of this new Statistics
activity When you have any questions about
using the Statistics Website, please contact your
Zone Statistics Specialist. Sending Email may
be the best way due to time differences.
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Office Phone Numbersfor Statistics Specialists
Central Zone 214-559-4115 (Dallas) Northeast
Zone 212-727-7715 (New York) Pacific
Zone 323-965-0025 (Los Angeles) Southeast
Zone 954-349-5200 (Miami) West
Zone 303-893-0430 (Denver)
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Zone Statistics Specialists Email Addresses

• CentralStatsSpec_at_sgi-usa.org
• NortheastStatsSpec_at_sgi-usa.org
• PacificStatsSpec_at_sgi-usa.org
• SoutheastStatsSpec_at_sgi-usa.org
• WestStatsSpec_at_sgi-usa.org

Name of Zone StatsSpec _at_sgi-usa.org