Updated Articles

  1. Treasury Reports

    To aid Regional Treasurers in keeping accurate track of regional finances, events, etc, the HBA has developed a Regional Treasury Report section of your HBA Profile under My Reports Here you will find Regional Event Registration Summary Report and ...
  2. Department and GL Accounts

    For finance and treasury teams, please utilize the list below to ensure accurate accounting department-gl-accounts.xlsx ...
  3. Sponsorship Reports

    To aid CR and Data teams in best supporting partners and the financial health of the organizatin, the HBA proviedes CP Event Sponsorship By Region Reports. To download, please go to My Reports in your HBA Profile. Here you can select your review a...
  4. RAMP Report

    The HBA RAMP Report provides a great at-a-glance summary of YTD Event and Membership stats, as well as a detailed breakdown by regional locations month over month. To download, go to My Report > Regional RAMP Report and click your region name to do...
  5. Event Reports

    If you do not see this option, you may not have access. Please email volunteer@hbanet.org for assistance. Ensure your affiliated chapter listed in your profile is associated with the chapter listed on the event.  If you do not see a report at...
  6. How to run a volunteer report

    1. From your HBA profile, click "my reports" 2. Click on REGIONAL LEADERS REPORT or CHAPTER LEADERS REPORT 3. From the next page, click the name of your region or chapter to generate the report; it will automatically download 4. T...
  7. Volunteer Reports

    1. From your HBA profile, click "my reports" 2. Click on REGIONAL LEADERS REPORT or CHAPTER LEADERS REPORT 3. From the next page, click the name of your region or chapter to generate the report; it will automatically download 4. T...
  8. Membership Reports

    Click here to learn how to run a membership report. Also our (slightly outdated) membership reports training deck still includes details on what is included in the membership reports and ideas as to how you might use them:  Membership Reports Tr...
  9. Membership Reports

    Click here to learn how to run a membership report. Also our (slightly outdated) membership reports training deck still includes details on what is included in the membership reports and ideas as to how you might use them:  Membership Reports Tr...
  10. Guidance for Marketing and Communications Leads

    Building your team You are a leader of leaders – that is the most important part of your role. You cannot lead, however, without individuals on your team. You determine the strategy, your committee executes on that strategy. As a DAL, you are ...