The Summary PALMS Report is a great tool for analyzing the progress and effectiveness of your chapter. This report can be run for any time frame - a month, a year or even since the opening of your chapter!
Verify Your Chapter Selection and Choose Your Report
- Verify your Country, Region and Chapter selection
- Click on the Summary PALMS Report
- Verify the date or choose a different date. By default, this report will display the previous 6 full months, though any date range may be chosen.
- Click on the GO button
Summary PALMS Report - Header Details
- Report name and parameter details
- Use the Export button to open this report in a spreadsheet format on your local computer, such as Microsoft Excel or Numbers
- Use the Print button to print a copy of this report on your local printer.
- This column will show the member names. This column is sortable by first or last name by clicking on the "Sort First" or "Sort Last" underlined words.
- These Columns will show the activity detail for each member. See Legend below
- Use the scroll bar to see the additional report details. The parameters and column headers will remain locked in place.
- The bottom row will display the chapter totals for the time period selected.
- When you are finished viewing the report, press the Close button to exit.
RGI=Referrals Given Inside (Tier 1, Member to Member Referrals)
RGO=Referrals Given Outside (Tier 2 or higher)
RRI=Referrals Received Inside (Tier 1, Member to Member Referrals)
RRO=Referrals Received Outside (Tier 2 or higher)
1-2-1=Member 1-2-1 Meetings
TYFCB=Thank You For Closed Business
CEU=Chaper Education Units\Continuing Education Units
Note: Usage and description of PALMS columns are defined by country and may vary slightly.
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I tried to run this as the VP. It would not let me choose just the current month. I had to choose 2 months (from Aug 1 to Sept 30). However, the president was able to run this as just the current month (Sept.)
Try changing the end date first.
There seems to be some confusion in my chapter about what the TYFCB column actually contains. Some state that it is the amount of business you've given and few of us believe it is the amount you've been thanked for.
After reviewing my submitted TYFCB, which clearly stated TYFCB Given and the running and looking at the PALMS report for myself and another member to whom I gave TYFCB, it seems that the PALMS report TYFCB column is the amount of $ the member has been thanked for, not what they have given others.
Confirmation would be very much appreciated.
Hi Jan Wilson,
I'm a new member in BNI and a new VP and had this very question. I was wondering if you had received confirmation on this? It is something that has been confusing me.
Unfortunately I have not received a response.
So I actually spoke to my Chapter's director on the phone and your assumption is correct: the tyfcb that appears on the line beside a person's name is indeed the amount of business they have been thanked for.
Hope that helps!
I am still confused here with this one,
I have given about 30k in business to one member of our chapter who has zero in their TYFCB or am I reading this totally the wrong way round and these figures will appear under my totals?
Trying to get a suspended chapter PALMS report and I get a blank page.
Also looking to get a former member's stats from a dropped chapter, can't seem to find that.
I too as a new member have been learning more at this as well. Here is what I have found as it reflects to the PALMS score and the principal of TYFCB.
TYFCB is a members record of the amount of money that has been actual closed on from a referral generated in BNI from a member. For example if I refer my mother to the realtor in my chapter to sell her home (outside referral) and the realtor sales the home. The amount of commission from that sale would be what the realtor would report TYFCB to me.
Now on to the PALMS score. The only way that money shows up in my score is if the realtor records the TYFCB in BNI connect. Leading to your value contribution to the BNI network.
Hence Givers Gain
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