Member Dashboard FAQs

We have replaced the ZAP Roster tool with a new, integrated tool. 

  • Easy access – no extra passwords or shared accounts! Log into CSI and access the report through your User Hub.
  • Familiar look and features – The new report is similar to ZAP and includes the ability to export lists.
  • Future improvements – We build up this system based on leader feedback.

 There are two reports:

  1. Members (Current) is a one-click roster of current members, based on the day you pull the list.
    Note: This list includes memberships within the grace period.
  2. Members (All Time w/ Filters) is a historical list so you can look up past members of your chapter.

While member reports exist online elsewhere (for example: Billhighway/re:Members, and online communities), we encourage leaders to use this report directly.

Printable Guide

PDF Guide to Member Reports

Pro Tips

Using the reports

  • If you see “No records found,” then wait! The page is loading.
    • Please email ChapterRelations@csinet.org if page updates take more than a few seconds to load. 
  • The All Time with Filters report defaults to show you a full history, including expired members, so remember to filter.
    • See "How do I find current members?" and "How do I find members "in grace" or about to expire?" below
  • When using the calendar to filter, disregard the red pre-selected dates ("Today" and "This Year")

Need to report an issue? 

Don't see your report listed? Unsure about what you’re looking at? Email ChapterRelations@csinet.org with

  1. Your chapter or region
  2. What you expected to see
  3. What you actually saw
  4. What you need it to do
  5. Any screengrabs you want to share.

Frequently Asked Questions

Accessing the Member Reports

How do I Find the member reports?

  • Log into CSIresources.org
  • Visit your User Hub.
  • Select the report in the left side navigation menu. 

Don't see your report listed? Email ChapterRelations@CSInet.org. 

What is on the report page? 

You'll see some charts on Chapter Membership Expiration Dates, Chapter New Members by Type (past 30 days), and Chapter Member Types. 

Scroll down to review members in your report. 

Where is the rest of the information? 

More member information is available in the exported spreadsheet than within the red table on the page.

How do I export a report?

In the "All Time w/ Filters" list, click on the red "Export" button to export the report as an excel file spreadsheet.

Using the Report

Why are there so many members in the all-time report?

The All Time report shows every member in the history of your chapter or region, including expired memberships or people who moved out of your chapter/region. 

How do I filter the "All Time" report?  

Click the empty date fields to pull up a calendar for filtering


Ignore the red pre-set dates on the calendar that include “Today” and billing periods. 

Option 1: To pull a range of dates, select your start and finish days as a range.

This will pull anyone who left the chapter between April 7 – 16, 2025.



Option 2: Pull “Before,” “On,” or “After” dates.

Double-click on a single date to activate three red buttons that will give you members who left

  • Before the selected date
  • On the selected date
  • After the selected date

 

You can verify the filtering by scrolling down to the blue bottom of the table to see current member count as "results."

  • "Showing 1 to 25 of 31 results" means there are currently 31 members who fit your filter criteria. 

More member information is available in the export than within the red table.

Once you've set your dates, press the red "Export" Button to download an excel spreadsheet.

How do I find current members? 

The easy way: Open the "Members (Current)" report, and export. That's it! 

Using the "All Time w/ Filters" Report

Set your chapter expiration date calendar to "After" today's date. 

  1. Select the calendar under "Paid Thru" (for Regions) or "Chapter Expiration Date" (for Chapters). 
  2. Double-click today's date in the current month. The double-click is important!
  3. Three red buttons should pop up after double clicking the date, under the calendar. Select "After." 

How do I find memberships "in grace" or about to expire? 

The easy way: Open the "Members (Current)" report, export, and sort by expiration date. That's it! 

Using the "All Time w/ Filters" Report

  1. Select the calendar under "CSI Membership Paid Thru & Region Member Expiration"
  2. Double-click the last day of the current month. All CSI Memberships end on the last day of the month. 
  3. Three red buttons should pop up after double clicking the date, under the calendar. Select "On." 

What are the columns included in the exported spreadsheet? 

Demographic Information

  • ID
  • Name
  • Contact Information
  • Occupation
  • Credentials
  • Label Name (full name with credentials)

Membership Information

  • Chapter Role – Only available in Region Reports, signifies chapter leadership
  • Chapter – Only available in Region Reports, indicates what chapter that member is a part of.
    • Chapters listed outside your region means that member has opted-into a chapter (for example, CSINext) but lives in a Zip Code in your region.
  • Chapter Effective – What date someone joined their home chapter.
    • In Chapter Reports, this may not be their current chapter.
  • Chapter Expiration Date – What date they left the chapter.
    • This is listed as "CSI Paid Thru" in the Table.
    • If this date is different from the CSI Expiration Date, that member elected to join a different chapter.
  • Membership Category (see CSI's Membership information page for more details.) 
    • Professional - Technically experienced
    • Emerging Professional - Less than three years' experience in any construction-related field
    • Student - Full time enrolled in an undergraduate or graduate construction industry program.
    • Retired - At least 65 years old and a member of CSI for at least 5 consecutive years. 
    • Emeritus - At least 70 years old and a member of CSI for at least 15 years.
  • CSI Join Date – What day their membership began with CSI (may be the same as chapter effective)
    • This does not account for any renewal disruptions, so it is possible to see a 25-year member as joining this year.
  • CSI Expiration Date - What day their CSI Membership will/did end. 
    • All CSI memberships end on the last day of the month. 
    • Dates set in 2050 or 3000 will be connected to a retired, emeritus, or lifetime member. 
  • CSI Termination Date - What date a lapsed member's CSI membership expired. This appears after a member has passed their one-month grace period. 
    • This column is blank for current members. 

Data Preferences - Privacy policies communicate how your CSI Chapter or CSI Region collects, uses, discloses, and manages data. These are managed through a members profile. 

  • Member Directory opt in or opt out
  • No Email, No Bulk Email 
  • No Mail, No Bulk Mail
  • No Calls

Is the new member report tool export the same as the former zap member report? 

The new export spreadsheet labels are similar, but not exactly the same. If you are uploading a list to a different system for member or email outreach, it should only be a small adjustment. 

If you need help mapping your member data in an external tool (like Star Chapter), please post in the Chapter & Region Discussion Group for help from fellow leaders.