Run a Good Standing Report
The "Member in Good Standing Report" allows you, or your clients, to check if individual members of a company are in good standing (have had a negative drug test within the last year). For donor primary, the report does not automatically list everyone initially, but instead requires you to enter a donor's name in order to find their status.
Follow these steps to check if a member is in good standing.
Step 1. Find the company page
- Click "Groups" from the main navigation.
- Find and select the company.
Step 2. Go to the Good Standing Report page
- Click the "Reports" button and select Good Standing.
- Enter the donor's last name in the search bar at the top left and hit enter.
- It will return the matching donor along with their status (whether or not they are in good standing). Additionally, if they are in good standing it will give the date of their last test, and the date when their good standing status expires.
Check out the video tutorial for running a Good Standing report.