Financial and VEP Reports now available!
Authorized chapter leaders can now access their financial and volunteer data through ThoughtSpot's NEW Chapter Payments, Service History, and Chapter Opportunities and Applications Liveboards. Additional enhancement to come soon including: tax records, sub-totals, and more.
ThoughtSpot is the replacement of the legacy system known as the Chapter Reporting System (CRS). ThoughtSpot is PMI’s way of getting you direct access to chapter data, where any leader with appropriate access can search, ask questions, find answers, and drill into data infinitely – IN SECONDS!
ThoughtSpot provides key metrics and allows you to explore your chapter’s member data. It will assist you in setting and tracking KPIs in support of the essential Annual Planning process. ThoughtSpot provides an enhanced user experience and gives instant access to your data, vs. waiting for your Chapter Engagement Staff Support to deliver ad-hoc reporting requests.
The Chapter Reporting System (CRS) will officially be discontinued for use on Monday 10 July. Chapter Leaders should now use ThoughtSpot, the one-stop-shop for all chapter reporting, including current/prospective membership data, certification data, and chapter membership satisfaction survey results. Please refer to this FAQ for answers to common questions.
THE DEP Web Service (API) will NOT be impacted by the discontinuation of the CRS.
- Chapter Membership: Including New and Active Member Data, Expirations and Non-Renewals, and more.
- Prospective Member Detail: New Members in the Last 60 days, Non-Chapter Members, New and Renewed Credentialed Holders, and more.
- Certification: Active Chapter Members with Certification, New Active Certification per Active Chapter Member, All Certification Types, and more.
- Chapter Membership Satisfaction Survey: Years in PM, Importance of Chapter Membership to Career, Age Demographic, and more.
- Financial Reports: Chapter Payment Summary, Chapter Payment by Subgroups, Dues Details, and more.
- Volunteer Reports: VEP Chapter Opportunities and Applications and VEP Chapter Members Service History.
Data In Progress:
- Certification Data Enhancement- PDUs needed & PDUs approved and alignment to the Talent Triangle
- Survey Data Enhancements including Chapter Member Satisfaction Survey- Regional Comparison and more
- Comprehensive Chapter Statistics
- Chapter Membership- Regional Comparisons
Training Slides: See this training slides to reacquaint yourself with the PMI membership data and how to begin analysing the data using the tool’s capabilities.
CRS Discontinuation Presentation: These are the slides that were presented during the CRS Discontinuation Training Sessions.
Presentation Slides: These are the slides that PMI presented during each training session.
Data Dictionary: If you are an advanced data user, you can use this document to support your exploration of the data with an increased awareness and understanding of what the data is intended to show you.
Frequently Asked Questions: You can use this document to look for answers to some of most frequently asked questions.
Regional Analysts List: These volunteers and staff members participated in a ThoughtSpot facilitated training which has given them an in depth view of the tool’s analysis capabilities and thus, they can support you with questions in your local time zone. As a reminder, both Regional Analysts and yourselves are able to submit your questions, comments or concerns to [email protected].
Feedback Form link: Please use this form to share your questions and feedback on the ThoughtSpot platform. We know you will have feedback, whether it be constructive, bad, good or indifferent we want to hear it.
ThoughtSpot University: ThoughtSpot has developed their own extensive learning library to which you may refer, you will want to focus on the ‘Business User’ learning path. You may access this learning library by navigating to https://training.thoughtspot.com/.
Get Involved with Report Refinement Efforts
If you have a desire to get involved and support the ThoughtSpot project team by refining other future reports like the Certification PDUs needed vs approved, and Financial and Volunteer Reports, amongst other upcoming reports, please feel free to sign up by completing this form.
Training Session Recordings
Tuesday, 19 July
Access Passcode: July0719!
Thursday, 21 July
Access Passcode: July0721!
Tuesday, 26 July
Access Passcode: July0726!
Thursday, 28 July
Access Passcode: July0728!
Tuesday, 16 August
Access Passcode: August0816!
Thursday, 18 August
Access Passcode: Aug1822!
Tuesday, 18 April 2023
Thursday, 27 April 2023
Financial Data Refinement Session 1: Thursday, May 18, 2023
Access Passcode: !kb?Hg8t
Financial Data Refinement Session 2: Tuesday, May 23, 2023
Access Passcode: g9vnU+Jx
Volunteer Reports Refinement Session: Tuesday, June 20, 2023
Access Passcode: ^tP%5j0g
Financial Reports Training
Access Passcode: wz+v!1G8
VEP Chapter Opportunities and Applications Training
Access Passcode: A&4&6.b3
VEP Chapter Member Service History
Access Passcode: 5afk!w^g
Find the Ideal Chapter Guest Pass Audience
How to find Non-Renewals in the last 24 months or any other time period
How to add Chapter name to tabs in Chapter Payments Report where they are not present
How to add additional data points/columns in reports
How to Add Location Data to the Active Member List
How to modify the time period for viewing new certifications
How to create and modify graphs in ThoughtSpot
Additional Tutorials Cont'd
How to view Certification types by City
How to Add Certification in the Active Member Report
How to create a Heatmap of your active chapter members
How to view the Active Members List
How to view the New Members List
How to view members who have recently been certified
How to view members' list whose memberships have expired within a selected time period
How to view members whose certifications have expired within a certain time period