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3/9/2023 - Osher Program Training

Membership status can be viewed by student in d1 public student portal in student profile located under the privacy section.

Generate membership report:

  1. Login to d1 staff view.

  2. Enter marketing section

  3. Select list manager option from top nav bar

  4. Select profile rules

    1. Enter dates when new members signed up.

  5. Select add button for profile.

  6. Select matching results button to obtain list based on specified criteria.

Generate membership report 2:

  1. Login to d1 staff view.

  2. Enter reporting section

  3. Select list master from top nav bar

  4. Select special requests sales report from drop down list

  5. Choose semesters.

  6. Generate report to preferred format.