When members enter slips online, those numbers will be automatically entered into that week's PALMS report. This includes Referrals, One to Ones, CEU's, TYFCB and Visitors entered by the Visitor Hosts. In order to balance the online slips with the paper slips, there is a report available on the PALMS Entry and View screens that allow you to track this activity. This report can also be used for referral reality checks and to include names for door prize entry.
Navigate to the PALMS Entry or View Function
Choose a Meeting to Enter or View
- Choose a date to enter or view PALMS
- Note: Online slips that were entered by members will already be present in the PALMS report!
- To see the summary of online slips, click the SLIPS AUDIT REPORT button.
The Slips Audit Report
Once you click the Slips Audit Report button, all of the slips that were entered online for that meeting will display on screen.
- Press the Export button to open this report in Excel or your preferred spreadsheet software.
- Press the Print button to send this report to your local printer.
- This resport can be sorted by FROM, TO or SLIP TYPE.
- Press the Close button to return to the PALMS Entry or View screen.
Happy Connecting!
Version 2014.02.21.1124
Copyright © 2014 BNI, All Rights Reserved
Comments
9 comments
Is it possible for BNI to add to add the name of who the referral was on this report, just like it show up in the Personal Meeting Activity sheet? This would make the Referral Reality Check much easier for those chapters who have encouraged their members to enter slips online, but whose members do not print out their slips to turn in each week.
I would like this too, we're verging on paperless and this would be a very good addition and make life much easier
Steve
Yes, can we please add this?
It should be a no brainer. Otherwise these could be fake slips. Need to have the same accountability as a paper slips.
Names have indeed been omitted from the report - and was done intentionally. The reason for this is PRIVACY. Because the slips audit report is available to many, many people - namely anyone with access to the View PALMS, having the client name in the system like that electronically would be a violation of privacy. When this was done on paper, it had much more limited visibility of only the VP, but now that it is electronic, the scope is way to vast to allow that information to be that public.
HOWEVER - the PRINTOUT of the weekly activity report that members can use allows them to turn in a referral slip on paper that DOES have the name of the client on it. This is optional and at their discretion.
As for being able to use this for reality check - the vast majority of members are not passing tens of referrals each week. They should be able to recall who the referral was. And if it is within a month, they can whip out the app and easily look it up if they are stumped.
I'm the VP and have access to the Slips Audit report. We've seen some high numbers in TYFCB and would like to know how posted that information. There's nothing in the "FROM" column. I understand some info is kept private, but I need to verify and make sure the info is accurate and not inflated.
Would it be possible to change the default exported .xls file name to show the date of the meeting instead of date exported? If downloading several in order to produce reports and analysis currently you have to manually change the file name.
Can we get the report from Date to Date ?
Hi, is there any progress done?
I believe when we enter the referrals, we enter the description for what it is for. How does the referral checker checks on this?
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