1. myLegion
myLegion.org
Welcome to the myLegion training session. Introduction of presenter.
Updated December 7, 2018

2. Report Server Double click to open the Post Reports Folder. myLegion
Report Server now allows easy label printing options and reports that can be exported to other applications.

3. District and County sites do not include mailing label options.
myLegion
Post Reports
In the Report Server you will open the POST REPORTS folder to view available reports. ** The District Report Server does not include mailing label options.
** Reports specific for revitalization at the Post level are located in the Revitalization Folder.
District and County sites do not include mailing label options.

4. District and County sites only have unRenewed Roster.
myLegion
Post Revitalization Reports
The Find Members in My Area report can be produced 2 ways. Either by Distance using a single zip code and mile radius or you can search by Zip using multiple zip codes.
District and County sites only have unRenewed Roster.

5. Revitalization Reports Find Members in My Area – By Distance
Report Server - Listing - Find Members in My Area
Revitalization Reports Find Members in My Area – By Distance
The data pulled for this report is all Active/Expired HQ post members and all expired members in the zip codes selected. Using the sort options you can select one zip code, last paid year and available posts. Click View Report to generate.
Zip Codes: The available zip codes are ones that are in your state. This tool does not allow searches over state lines. You may enter one or more zipcodes.
March 2018

6. Export to Print myLegion
The report will have a header indicating the miles and zip code area. To print the report use the Export icon.

7. LABELS Find Members in My Area – By Distance
Report Server - Listing - Find Members in My Area
LABELS Find Members in My Area – By Distance
To create labels, enter the search criteria and view report. All label reports render one-column in the view mode. Use the Export icon to export the data to a PDF document where the labels will be displayed accordingly.
Labels render to one-column in view. Export data to a PDF and print. You cannot print labels directly from the Report Server.
March 2018

8. myLegion
Opened as a PDF document the labels are formatted for standard 30/sheet labels that can be purchased at any office supply store.

9. District and County sites only have unRenewed Roster.
myLegion
Post Revitalization Reports
The Find Members in My Area report can be produced 2 ways. Either by Distance using a single zip code and mile radius or you can search by Zip using multiple zip codes.
District and County sites only have unRenewed Roster.

10. Revitalization Reports Find Members in My Area – By Zip
Report Server - Listing - Find Members in My Area
Revitalization Reports Find Members in My Area – By Zip
The data pulled for this report is all Active/Expired HQ post members and all expired members in the zip codes selected. Using the sort options you can select one or multiple zip codes, last paid year and available posts.
Zip Codes: The available zip codes are ones that are in your state. This tool does not allow searches over state lines. You may enter one or more zipcodes.
March 2018

11. Revitalization Reports Find Members in My Area
Report Server - Listing - Find Members in My Area
Revitalization Reports Find Members in My Area
Active and Expired
LastPaidYR: The last paid membership year of the member. The pull down options provide current membership year minus 2 years.
March 2018

12. Revitalization Reports Find Members in My Area
Report Server - Listing - Find Members in My Area
Revitalization Reports Find Members in My Area
**Available Posts: As you select criteria, myLegion narrows the parameters that meet the selections. The available post menu displays the post the members are currently assigned. Therefore, if you only wanted to look at members in your state headquarters post, you can just select that post.
Enter all criteria and select View Report.
March 2018

13. Listing – Find Members in My Area
Report Server - Listing - Find Members in My Area
Listing – Find Members in My Area
Export Icon
Use the export icon and select PDF to open labels as a PDF document for easy printing. You can also export the report to other applications such as Excel and Word.
March 2018

14. myLegion
Post Revitalization Reports
A pre-written letter has been written to send to active HQ post members so you can encourage them to transfer into your post.
District and County sites do not include unRenewed letters, labels or roster.

15. Revitalization Reports Letters – HQ Transfer Invitations
myLegion
Revitalization Reports Letters – HQ Transfer Invitations
Use this pre-written letter to assist with contacting Active HQs post members to transfer into your post.
Select zip code(s) – all state zip codes available
Target Transfer Post – designated post to transfer into (your post)
Target Post Information – editable information for letter
Other Legion Family at Target Post – select what other American Legion family your post sponsors.
Results for current members only.
Export to PDF or Word document
Select the search area criteria and use custom fields to add personalization to your letter. This report pulls current members belonging to the state headquarters post.
Search for members: Select the zip code(s) to search for members in the headquarters post.
Target Transfer Post : Post contacting the member to transfer (your post)
Personalize letter:
Post Address – Displays top of page. Pulls data from “Target Transfer Post”.
Post Rep – Signature block on letter
Title – Displays above signature block
Other Legion Family: Add to letter other Legion Family affiliated with your post.
No labels needed! The letter will include the mailing name and address at the bottom of the letter so it folds to fit inside standard #10 window envelopes.
Export letter to a PDF file and print using the Export icon.

16. myLegion
The letter will include information selected. **Notice the 3rd paragraph. This paragraph includes the organizations your post supports. If None is selected, the first sentence of this paragraph will be excluded.

17. Report Server - HQ Transfer Invitations, Letters and Labels
Transfer Member:
Transfer Only – Complete the Member Data Form and attach a copy of the letter and mail to the state headquarters.
The letter does NOT replace the current Member Data Form.
The bottom of the letter includes a signature block requesting transfer into the target post.
*** With the signed letter it is time to transfer the member.
*** Member transfer- Complete the Member Data Form, write “per member’s request” on the form and attach a copy of the letter. Transfers continue to go through the state headquarters.
*** This letter does not replace the Member Data Form currently used to transfer members.
March 2018

18. Report Server - HQ Transfer Invitations, Letters and Labels
Bottom of letter includes personal member information. If not on file, a line will appear for member to enter.
#10 Window Envelope
The bottom of the letter includes a signature block requesting transfer into the target post.
Member transfer with dues payment: Using the Membership Processing tool you can transfer paying members. Retain a copy of the letter authorizing the transfer for your records.
Member transfer without dues payment: Complete the Data Change form, write “per member’s request” on the form and attach a copy of the letter. Transfers continue to go through the state headquarters. This letter does not replace the Data Change Form currently used to transfer members.
**The letter also includes information currently on file at National Headquarters. This allows the member to correct any information needed.
**Each letter has an address block at the bottom of the page, allowing you to use standard #10 window envelopes. No need to print labels. However labels are available.
Theodore Ballard
700 XXXXXX St.
Anderson, IN
March 2018

19. Post Revitalization Reports
myLegion
Post Revitalization Reports
To produce labels for the Invitation Letter, select the Label option.

20. Revitalization Reports Labels– HQ Transfer Invitations
myLegion
Revitalization Reports Labels– HQ Transfer Invitations
When creating labels for your HQ invitation letter, you must enter the same zip codes used for the letter.
When creating labels, enter the same zip codes as you did for the letter. Select View Report to generate labels.

21. Report renders one-column but will print 3-across 30/sheet.
myLegion
Report renders one-column but will print 3-across 30/sheet.
The report renders one-column. The next step is to export the data to a PDF file to print.

22. myLegion
Use the Export icon to and select PDF to create labels. You can also export the file to other formats.
Use the export icon and select PDF to open labels as a PDF document for easy printing. You can also export the mailing data to other applications such as Excel and Word.

23. Print PDF file on labels.
myLegion
Print PDF file on labels.
When opened as a PDF document, the view will look like this. Place blank label sheets in your printer and print.

24. myLegion
Special Incentive
National Commander Reistad is encouraging you to reach out and engage with members and veterans to bring them into a welcoming and caring community of veterans and families.
As an incentive to posts to contact expired members, National HQs will be offering a rebate for a limited time.
Beginning December 1, 2018 through May 8, 2019 posts will receive a $5 rebate for each 2014, 2015, and 2016 expired member that pays 2019 dues to a local post.
The UnRenewed roster, letter, and labels are provided to assist you with locating expired members that meet the criteria.
After May 8th, National will send a one-time rebate for each post to the state headquarters to distribute.

25. Post Revitalization Reports
myLegion
Post Revitalization Reports
In the Revitalization Reports folder, a letter, labels, and report are provided to target members who have not renewed.
District and County sites do not include unRenewed letters, labels, or roster.

26. Revitalization Reports Unrenewed Roster
myLegion
Revitalization Reports Unrenewed Roster
Select the last paid year.
Note only 2014, 2015, and 2016 are only eligible for the National Commander’s rebate offer. However you are encouraged to persue all expired members to renew.
Select the last paid year.
Note only 2014, 2015, and 2016 are only eligible for the National Commander’s rebate offer. However you are encouraged to persue all expired members to renew.

27. myLegion
The report displays. Use the Export icon to print the report or save as a document.

28. Post Revitalization Reports
myLegion
Post Revitalization Reports
A pre-written renewal letter is available.

29. Revitalization Reports Unrenewed Letter
myLegion
Revitalization Reports Unrenewed Letter
Set criteria for letter. These fields can be edited to fit your letter.
The renewal letter is designed to assist with correspondence to members who have not renewed for the current membership year. The post address is prefilled with the Commander as the name for the signature block. These fields can be edited to fit your letter.

30. myLegion
Export
The letter includes personalization for the member and the post. **To export the letter to a Word or PDF document, click on the Export icon.

31. Post Dues Remittance Address Custom Signature Block Member Information
myLegion
Member Name
Post Name and #
Post City
Reference to State
Age of post
Member ID#
Post Dues
Post Dues Remittance Address
Custom Signature Block
Member Information
Member Address for window envelope
The renewal letter is personalized to you post and the member. It includes the following information based on National’s membership records.
Member Name
Post Name and #
Post City
Reference to State
Age of post
Member ID#
Post Dues
Post Dues Remittance Address
Custom Signature Block
Member Information
Member Address for window envelope

32. Post Revitalization Reports
myLegion
Post Revitalization Reports
A pre-written renewal letter is avLabels are available for the letter.
ailable.

33. Revitalization Reports Unrenewed Labels
myLegion
Revitalization Reports Unrenewed Labels
If your preference is to mail with mailing labels instead of a window envelope, you can produce labels using the Un_Renewed_Labels tool. When using the label option, make sure you are entering the same Last Paid year.
If your preference is to mail with mailing labels instead of a window envelope, you can produce labels using the Un_Renewed_Labels tool. When using the label option, make sure you are entering the same Last Paid year.
Export to a PDF file to print 30/sheet labels.

34. Post Revitalization Reports
myLegion
Post Revitalization Reports
District and Americans are on the move, and Legionnaires are no exception. National Headquarters’ Project Stay Active helps local posts maintain contact with members who move into your area. When moving into your area, the post should contact and welcome the member to the area. This is an ideal time to offer assistance and to invite the member to visit your post.
In many cases, the Legionnaire may wish to transfer membership to a post in the community. As may be expected, some of these Legionnaires are involved in temporary moves, some may have a life membership “back home,” and others may have sentimental feelings toward their hometown post. However, many of them will be receptive to an offer to transfer to your post when asked.
County sites do not include unRenewed letters, labels, or roster.

35. Creating Reports Project Stay Active by Area
myLegion
Creating Reports Project Stay Active by Area
This report is designed to allow you to identify members that have moved into your area. Select the zip code, distance, and # of days from the date the address change was entered.
Select the zip code, distance and days back of the reported move. This report allows you to go 45 days back.

36. myLegion
Post Reports
Moving out of the Revitalization reports, let’s look at the general post reports.

37. Post Reports Deceased Members
myLegion
Post Reports Deceased Members
Deceased Members

38. myLegion
Filter by date range. Data includes all deceased members of your post with a termination date within the selected date range. Data results are for last 2 years.
The deceased report is driven from the Termination Date. The termination date is the date national enters the deceased status on the member’s record. It is NOT the date of death.
Data includes all deceased members of your post with a termination date within the selected date range. Data results are for last 2 years.

39. Post Reports Current Post Roster
myLegion
Post Reports Current Post Roster
The report works similar to mailing labels. Select the report. Note that this report is also available in the downloads area.

40. Active and Expired, Deliverable and Undeliverable
myLegion
Current Post Roster
Active and Expired, Deliverable and Undeliverable
The membership roster begins with all members of the post current membership year - 2.
During the 2019 membership year, the roster produces results for all members of the post last paid year 2019, 2018, 2017.
When the 2020 membership year begins (July 1, 2019), the report will display members with last paid year 2020, 2019, and 2018.
The first step is to set the criteria. Using the pull down menu, select desired status. This report allows you include or suppress undeliverable addresses. Select View Report button. **The membership roster begins with all members current paid, minus 2 years. **During the 2018 membership year, the roster produces results for all last paid 2018, 2017, and 2016.
Only members of the post are included. Any members that transferred to another post will not be included in this report, even if they paid to the post.
Only members of the post are included. Any members that transferred to another post, will not be included in this report, even if they paid to your post.

41. Post Reports Labels Select Labels for either Legion or SAL members.
myLegion
Post Reports Labels
To create mailing labels select Legion or SAL. Labels must be created separately.
Select Labels for either Legion or SAL members.
Labels must be created separately.

42. Designate last paid year.
myLegion
Post Reports Labels
Designate last paid year.
Select the desired criteria. You can designate labels based on last paid year.

43. myLegion
Post Reports Labels
Designate address type. This allows you to exclude foreign addresses.
Once you have selected the last paid year, select address type. The address type will be either US Domestic or Foreign. To exclude foreign address labels to be created, uncheck the Foreign option.

44. Creating Labels from myLegion
Designate sort by requirements. Click on View Report.
You can sort the labels by last name or zip code.
** Once you have selected your criteria, click on the View Report button.

45. Creating Labels from myLegion
Report renders one-column but will print 3-across 30/sheet.
The report will render one-column when viewed. It will export to a PDF 3-across, 30/per sheet labels which is the most commonly used label.

46. Creating Labels from myLegion
Use the export icon and select PDF to open labels as a PDF document for easy printing. You can also export the mailing data to other applications such as Excel and Word.
Use the Export icon to and select PDF to create labels. You can also export the file to other formats.

47. Creating Labels from myLegion
Print PDF file on labels.
When opened as a PDF document, the view will look like this. Place blank label sheets in your printer and print.