Reports: Custom Reports: Report Criteria Glossary: Board Member
1. These criteria will only apply to those contacts whom have Board Member or Ex-Board Member contact types.
2. If a given criteria will apply to even one of the board member entries, than the contact will be selected.
Active: Only having the operators Is True and Is False, the Active criterion allows you to filter by the current board member status, for any given board member position of the contact. A board member is marked as Inactive when they have no board positions, without end dates that have passed. It is recommended to use the Contact Type -> is Board Member/Ex-Board Member criterion instead of this criterion.
Ending Date: This criterion is a date field that allows you to search by board member position end dates. This will allow you to see which board member position may be expiring within a given time period.
Joining Date: Looking at the Joining or start date of a given position, this criterion operated the same as Ending Date.
Position/Designation: This criterion looks at the Position/Designation field for a board member entry, and would be best used with the Contains operator.