How do I access the monthly distribution reports?
QUICK ACCESS TIP: If you know the name of the report - for example, "Affiliates W BANK Dist Report_JUN 2020" - you can search for that to go directly to the report. If you're on the NAMI 360 home page, you can use the search bar in the top right-hand side of the page, or the search bar in the middle of the page. If you're on any other page in NAMI 360, click on the magnifying glass icon in the top right-hand corner of the page to turn that into a search bar, then copy-and-paste the name of the report into the search bar and hit the Enter key on your keyboard. The report will show up in the search results - click on the report name to view the report.
1. From the NAMI 360 homepage, click on the Reports tab.
2. The Recent screen will default to your most recently viewed reports. Select All Folders from the side navigation on the left-hand side of the page, then click NAMI 360 Reports.
3. Select the Monthly Distribution Reports folder.
PLEASE NOTE: You may need to resize the "Name" column in order to see the full names of the folders and be able to click on them. To resize the column, hover your mouse over the area right next to "Description" in the column headings until your cursor changes to an icon with a left-pointing arrow, double straight line, and right-facing arrow. Click and hold that area, and then move the cursor to the right or left to resize the column heading; release the mouse button once you've made the column big enough.
4. Select the folder for the appropriate month and year to view the monthly distribution reports for that time.
5. You will see three reports listed for each month:
- State Distribution Report_(month year): FOR STATE USE. This shows the memberships and amounts the state is receiving for their portion of each membership. You will also see one-third of any split donation listed.
- Affiliates W BANK Dist Report_(month year): FOR AFFILIATE USE. This shows the memberships and amounts the affiliate is receiving for their portion of each membership. You will also see one-third of any split donation listed.
- Affiliates NO BANK Dist Report_(month year): FOR STATE USE. This shows the data for affiliates whose bank information is not on file with the national NAMI office - their money has instead been sent to the state office.
Click on one of the reports to open it.
State Distribution Report_(month year): FOR STATE USE.
a. You will see the Total Amount due directly to your state office for the state portion of a member's dues and one-third of a split donation at the top of the report.
b. The rest of the report shows each member and how much you are receiving for them. You can click on the member's name or on their opportunity name to go directly to that information.
Affiliates W BANK Dist Report_(month year): FOR AFFILIATE USE.
a. You will see the Total Amount due directly to your affiliate office for the affiliate portion of a member's dues and one-third of a split donation at the top of the report.
b. The rest of the report shows each member and how much you are receiving for them. You can click on the member's name or on their opportunity name to go directly to that information.
Affiliates NO BANK Dist Report_(month year): FOR STATE USE.
a. You will see the Total Amount due to affiliates in your state with no bank information for the affiliate portion of a member's dues and one-third of a split donation at the top of the report.
b. You will see the affiliate's name listed as well as a Subtotal which is the total money due to that affiliate.
c. The rest of the report shows each member and how much the affiliate should receive for them. You can click on the member's name or on their opportunity name to go directly to that information.
7. To download the report you are viewing, click Export.
8. A window will appear (shown below) with two Export View options, Formatted Report and Details Only.
IMPORTANT:
In order to export the report as it appears in NAMI 360 into an Excel sheet, click on Formatted Report, then click on the green Export button (shown below in red box).
In order to export the report into an Excel sheet, and be able to sort and filter data within the Excel Sheet, click on Details Only (shown below), then click the green Export button (shown below in red box).
