Exporting Eligible Members Using LEAP Dashboard

Exporting Eligible Members Using LEAP Dashboard

Purpose:
How to use the LEAP Dashboard to filter and export a list of members with active assignments/eligibility by month and organization.

Step-by-Step Instructions:

    1. Log into the LEAP Dashboard.
    2. Open the CHN Operations Dashboard:
      • From the homepage, choose “chn operations dashboard v2.”

    1. Navigate to the Correct Tab:
      • Ensure you are on the first tab labeled “Panel Characteristics.”
    2. Set Your Filters:
      • Month/Year Filter: Select the desired period (e.g., 2025-05) to view members active during that time.
      • Organization Filter: Choose your organization name from the dropdown.

A screenshot of a computer AI-generated content may be incorrect.

    1. Review the Results:
      • A bar graph labeled by categories (e.g., total members, active assignments) will appear at the center of your screen.
    2. Export the Data:
      • Click the Export button located in the upper right-hand corner of the “Quick Export: Panel Characteristics” box to download the data.

 

Helpful Tip:
Ensure your filters are applied before exporting to avoid downloading incomplete or incorrect data.

 



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