Help - My Groups

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Help - My Groups

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Table of Contents

ASSIGN GROUP PERMISSION

EMAIL MEMBERS

GLOBAL MEMBER SEARCH

GROUP INFORMATION

MATERIALS – MANUAL, BROCHURES, SPEECHES

MEMBER MANAGEMENT

PAID UP FOR LIFE (PUFL) 

PRINT A MEMBERSHIP CARD

PROCESS MEMBERSHIP – ONLINE TRANSMITTAL

REPORTS / LABELS

TRAINING REQUESTS

VIEW MEMBERS

FREQUENTLY ASKED QUESTIONS

ASSIGN GROUP PERMISSION

Home > My Views>Assign Group Permissions

Adjutants and Commanders are the only administrators who can assign permissions.

  1. Log into MyLegion and go toMy Account.
  2. Select group from MyGroups menu to access Group Profile
  3. Go to “View Members”
  4. Search the member to assign permission and click on their name to open member profile.
  5. From the member’s profile, select “Assign Group Permissions” from left MY VIEWS panel.
  6. Select “Edit” in Management Settings
  7. Check permissions to grant and “Save”
    1. Online Group Manager.  This is the minimum permission requirement. It provides access view members and a quick link to member email addresses. Selecting this option only results in view only access and records cannot be updated. It also provides access to online membership tools in View Members –– Global Member Search –Group Attributes - Reports/Labels – and Officer Materials.
    2. Edit Individual Profile. Check Edit Individual Profile to grant authority edit member information.
    3. Edit Group Profile.  Adds the My View menu while in Group Profile.
    4. Register or order for a group.  Allows member to process online membership. Add, transfer, and add new members.
    5. Identify Group Manager.  ADJUTANTS AND COMMANDERS ONLY

NOTE:  Adjutant and Commander access to membership data is based on officer reporting and ends accordingly.Assigning permissions through MyLegion to anotherdoes not create an end date and will continue to have access to membership data until removed.  It is recommended that you contact your department or national headquarters to add an end date to allow for yearly review of permissions a member holds.  To view members with access to membership data view “MyLegion Access” report located in My Groups > Reports and Labels.

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EMAIL MEMBERS

Home > My Views > Group Profile > Members

Emailing in MyLegion opens in MS Outlook.  If you do not use MS Outlook, go to system settings Default Apps and update default browser to Outlook.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from the left MY VIEWS menu.
  3. From View Members list select member or group of members to email.
    1. Email all members
      1. select “view all” to list all records
      2. in title row, check box to the left of Member ID to select all records
      3. from Actions pulldown, “Send Email”
    2. Email selected members
      1. Select “view all” to list all records
      2. select desired records by checking the box to the left of Member ID
      3. from Actions pulldown, “Send Email.”
  4. Email browser will open with emails selected in bbc. (blind copy)

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GLOBAL MEMBER SEARCH

Home > My Views > Group Profile > Global Member Search

Search a member that is not member of your group.  This search method requires you to have the member’s membership ID# or Name and Current Post/Squadron.  Limited information is provided to allow verification of membership, status, and post/squadron they are associated with.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Global Member Search” from the left MY VIEWS menu.
  3. Select Lookup Option
    1. Global Member Search by Member ID
    2. Global Member Search by Last Name and Post Number
  4. Enter required search options and “View Report”
  5. Return to Group Profile page:  Click top page breadcrumb to “Group Profile”

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GROUP INFORMATION

Group = Post, Squadron, County, District, Department and Detachment. Add information about programs and services that can be foundon The American Legion’s website. Find a Post. Add/edit a message or photo of your building and maintain phone, email address and website information. The My Groups menu shows the group you are viewing and maintaining.NOTE: Membership Dues are reported using Post/Squadron Data Reports.

Group Attributes / Services - Add/Remove

Home > My Views > Group Profile > “group” Services

Selections will be visible on Legion.org Resources “Find a Post”

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Group Attributes/Services” from the left MY VIEWS menu.
  3. Check applicable attributes and “Save”
  4. Uncheck box and “Save” to remove

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Group Email - Add

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Select “Add New Email Address” 
  4. Enter the emaillocation, address, and preferences.
    1. Set as Main Email Address.  Only one main email address can be listed.  The current main email address on file is replaced when selected.
  5. “Save”

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Group Email – Delete

Primary email addresses cannot be deleted.  If only one email address is on file, you can only edit.  Contact your department headquarters if your group no longer has an email address.

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Select “Delete” 
  4. Select “Delete” to confirm deletion of email address.

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Group Email - Edit

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Select “Edit” in the email section.
  4. Enter new email address.
  5. “Save”.

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Group Fax - Add

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Add New Fax Number”
  4. Enter the location, number and preferences.
    1. Set as Main Fax.  Only one main fax can be listed.  The current main fax on file is replaced when selected.
  5. “Save”

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Group Fax – Delete

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Delete” in the fax section.
  4. Select “Delete: to confirm deletion of fax number.

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Group Fax - Edit

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Edit” in the fax section.
  4. Enter new fax number and “Save”.

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Group Message - Add

Home > My Views > Group Profile > “group” Message

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Group Message” from the left MY VIEWS menu.
  3. Click Edit to the right of the Message area to open message box.
  4. Enter message and “Save”

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Group Message - Edit

Home > My Views > Group Profile > “group” Message

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “Group Message” from the left MY VIEWS menu.
  3. Click “Edit” to the right of the Message area to open the message box.
  4. Enter message and “Save”.

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Group Phone - Add

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Add New Phone Number”
  4. Enter the phone type, location, number, and preferences.
    1. Set as Main Phone Number.  Only one main phone number can be listed.  The current main phone number on file is replaced when selected.
    2. Do Not Call
  5. “Save”

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Group Phone - Delete

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Delete” in the phone section.
  4. Select “Deleted” to confirm deletion of phone number.

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Group Phone - Edit

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Edit”.
  4. Enter updated number and “Save”.

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Group Photo - Add

Home > My Views > Group Profile > “group” Message

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Group Message” from the left MY VIEWS menu.
  3. Click “Add” on the photo image
  4. Select “Choose File” and browse the photo or image.  Supported:  gif, jpeg, jpg, png
  5. Click “Upload”
  6. “Save”

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Group Photo - Delete

Home > My Views > Group Profile > “group” Message

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Group Message” from the left MY VIEWS menu.
  3. Click “Edit” on the photo image
  4. Select “Remove”.  This removes the image.
  5. Click “Cancel” to return to group message window.

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Group Photo - Edit

Home > My Views > Group Profile > “group” Message

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Group Message” from the left MY VIEWS menu.
  3. Click “Edit” on the photo image
  4. Select “Choose File” and browse the photo or image. Supported:  gif, jpeg, jpg, png
  5. Click “Upload”
  6. “Save”.  This will replace the existing image.

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Group Website - Add

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Add New Website Address”
  4. Enter the website name, address and preferences.
    1. Set as Main Website.  Only one main website can be listed.  The current main website on file is replaced when selected.
  5. “Save”

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Group Website - Delete

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Delete”.
  4. Select “Delete” to confirm deletion.

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Group Website - Edit

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Edit” in website section.
  4. Enter updated website and “Save”.

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MATERIALS – MANUAL, BROCHURES, SPEECHES

Brochures

Home > My Views > Group Profile > Officer Manuals

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Brochures” from the left MY VIEWS menu.
  3. Select the link to “View Brochures & Publications”.

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NEC & Department Documents

Home > My Views > Group Profile >Officer Documents

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “NEC & Department Documents” from the left MY VIEWS menu.
  3. Click on document to open as a PDF.  Save or print.

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Officer Manuals

Home > My Views > Group Profile >Officer Manuals

Please note: Additional documents can be found at legion.org/publications.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Officer Manuals” from the left MY VIEWS menu.
  3. Click on the manual title to open as PDF.  Save or Print

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Suggested Speeches

Home > My Views > Group Profile >Suggested Speeches

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Brochures” from the left MY VIEWS menu.
  3. Select the link to “View Suggested Speeches”.

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MEMBER INFORMATION & MANAGEMENT

Member management in a group is available to posts, squadrons, departments and detachments. District and County access does not include edit and cannot manage membership information. To request edit for a district or county, contact your department headquarters.

Address - Add

Home > My Views > Group Profile > Members > Member Profile > Addresses

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click“View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Addresses”
  5. Click “Add Address”
  6. Enter address “Save”

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Address - Delete

Home > My Views > Group Profile > Members > Member Profile > Addresses

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Addresses”
  5. Select “Delete”
  6. You will be asked to confirm.  Select “Delete”

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Address - Edit

Home > My Views > Group Profile > Members > Member Profile > Addresses

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Addresses”
  5. Select “Edit”
  6. “Save”

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Address - Main

The main address is the address listed as your primary contact address.  Unless specified, the main address is used all mail correspondence.

Committees

Home > My Views > Group Profile > Members > Member Profile >Committees

View only.  View current and past positions recorded for the member.  This includes National Commissions and Committees, adjutants and commanders of posts, squadrons, counties, districts, departments and detachments and any other department offices maintained by the department headquarters.  Incorrect or missing information should be reported to your department headquarters.

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Continuous Years - Edit

Home > My Views > Group Profile > Members > Member Profile >Name & Demographics

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Name & Demographics”
  5. Click “Edit” in Demographics section.
  6. Update and “Save”

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Deceased Member – Update member status to Deceased

Home > My Views > Group Profile > Members > Member Profile >Name & Demographics

NOTE:  Updating a member record to deceased status will end all committee/commission appointments.  Records marked deceased in error must be reported to your department headquarters.  MyLegion does not allow deceased status to be updated to Active.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Name & Demographics”
  5. Click “Edit” in Demographics section.
  6. Check Deceased and “Save”

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Email Address - Add

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. “Add New Email Address”
  6. Enter Email location and address and “Save”.
    1. Check Boxes (Optional)
      1. Set as Main Email Address– UN and PW retrieval are sent to Main Email
      2. Include in Print Directory
      3. Include in Web/Mobile Directory
      4. Use for Digital Subscriptions

Email Address - Delete

Home > My Views > Group Profile > Members > Member Profile > Contact Information

Email addresses can only be deleted if more than on is listed on the account.  One primary address must be on file to have a MyLegion account.  To delete all email addresses on a record, contact the member must contact National Customer Service.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. Select “Delete”
  6. Click “Delete” in delete confirmation window

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Email Address Edit

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. Select “Edit”    
  6. Check preferences if applicable and “Save” 
    1. Check Boxes (Optional)
      1. Include in Print Directory
      2. Include in Web/Mobile Directory
      3. Use for Digital Subscriptions

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Email Address - Main

The email address listed as MAIN is also the email for account validation.  Forgot username and password requests are sent to the main email.  If you do not know your main email address, contact your Department Headquarters.  Updates to your email sends an alert your account profile email has been updated.

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Emergency Contacts - Add

Home > My Views > Group Profile > Members > Member Profile > Emergency Contacts

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Click “View Members” from left menu “View Members”.
  3. Search the member and click on their name from the list to view Member Profile.
  4. Click “Emergency Contacts”.
  5. Select “Add New Emergency Contact”.
  6. Enter contact information and “Save”.  Multiple contacts can be added.

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Emergency Contacts - Delete

Home > My Views > Group Profile > Members > Member Profile > Emergency Contacts

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Click “View Members” from left menu “View Members”.
  3. Search the member and click on their name from the list to view Member Profile.
  4. Click “Emergency Contacts”.
  5. Select “Delete”.
  6. Click “Delete” to confirm deletion.

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Emergency Contacts - Edit

Home > My Views > Group Profile > Members > Member Profile > Emergency Contacts

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Click “View Members” from left menu “View Members”.
  3. Search the member and click on their name from the list to view Member Profile.
  4. Click “Emergency Contacts”.
  5. Select “Edit”.
  6. Enter updated information and “Save”.
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Name - Edit

Home > My Views> Group Profile > Members > Member Profile > Name & Demographics

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Name & Demographics”
  5. Click “Edit” in Name section.  
  6. Enter updates and “Save”

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Phone Number - Add

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. “Add New Phone Number”
  6. Enter phone type, location, number, and optional preferences boxes.
    1. Set as Main Phone Number
    2. Do Not Call
    3. Include in Print Directory
    4. Include in Web/Mobile Directory
  7. “Save”

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Phone Number- Edit

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. Enter updates in phone section and “Save”
    1. Don Not Call
    2. Include in Print Directory
    3. Include in Web/Mobile Directory
  6. “Save”

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Phone SMS Verification.

SMS is a text messaging service component of most telephone, Internet, and mobile device systems. It uses standardized communication protocols to enable mobile devices to exchange short text messages. This feature does not currently function.

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PAID UP FOR LIFE (PUFL)

Assist members with a Paid Up For Life application.  A date of birth must be on the member record to calculate PUFL rate.

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Click “View Members” from left menu “View Members”.
  3. Search the member and click on their name from the list to view Member Profile.
  4. Click “Paid Up For Life” from the My Views menu.  This will open the PUFL application. 

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PRINT A MEMBERSHIP CARD

Post and squadron group leadership can print a current membership card for Legion and Sons of the American Legion members. *This feature requires edit permission.

Home > My Views > Group Profile > Members > Member Profile >Member Profile – Member Cards
  1. your My Account page, enter My Groups to access Group Profile.
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Membership Cards”and click on the link to view and print card image.

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PROCESS MEMBERSHIP – ONLINE TRANSMITTAL

Online membership processing is available for posts, squadrons, departments and detachments.  If you submit a transmittal online, do not send cards or money to your department.

Important information to know about online membership processing.​

  • Payment information is entered when finalizing the first transmittal and stored for future batches. A second transmittal cannot be finalized until the first completes. This hold is to ensure payment information is stored correctly and to prevent multiple declines. Attempting to finalize a transmittal prior to the first one completing will result in an error message. This hold is activated each time new bank information is entered.
  • Open batches are to be finalized within 14 days. Reminders to submit are emailed to adjutants and are deleted if no action is taken. All members in the transmittal will have to be re-entered in a new batch.
  • Pending transmittals in process must complete before any adjustments can be made. Renewing a member for the incorrect membership year or any other adjustments are to be reported to your department.
  • Current processing time is an average of 10 days. Member records are updated when the batch is posted. Review transmittal history to view batch status.
  • There is a $10,000 batch limit. Amounts higher than that should be broken down to separate transmittals that meet the limit.
  • Stored bank information can be updated when finalizing a transmittal. On the payment window, select “Update Account Information”.

Declined batches can be resubmitted. Contact myLegion support for questions regarding declined batches.

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Add New Member

Home > Membership > Post Transmittal

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Process Membership” from the left MY VIEWS menu.
  3. Click “Add/Modify Transmittal”
  4. Post Transmittal window opens.
  5. Click “Add/Transfer Member” to view add new member.
    1. New member – never been a TAL member or SAL member.  Enter contact information and demographics and “Save”
    2. Current or former member.  Use this option if the member of your post is expired for greater that 2 years and does not display on your renewal list, or when processing a newLegion member that is already a current SAL member.Enter ID# and Last Nameand click “Continue”.
  6. View the members in the batch click “List Selected”
  7. Click “Finalize”. 
  8. Add Payment information or select the saved bank account and “Pay Now”.
    1. Authorization checkbox required.
  9. Print or Save Receipt.

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Renew Members

Home >Membership > Post Transmittal

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Process Membership” from the left MY VIEWS menu.
  3. Click “Add/Modify Transmittal”
  4. Post Transmittal window opens.  
  5. A transmittal list displays that includes all available renewal orders
    1. Search the member to renew using name or ID search and check the box to the left of the member to renew.
    2. Scan Member Id Search: Enter the member ID and “enter” to quickly add the current year renewal to the batch for the member. This will automatically save the batch. Large posts/squadrons, departments and districts can also use a bar code scanner to scan cards and add to batch.
      1. No search results:
        1. The member is already paid, in a pending batch, or transferred out of your post/squadron.  Results in this search only provide members eligible for renewal.
        2. The member has expired more than 2 years.  Select Add/Transfer Member to continue.
  6. Review post transmittal summary that updates with amount due.
    1. Dues amount incorrect?  Contact your department headquarters.
  7. Repeat with each member to renew.
    1. Saving the batch allows you to exit post transmittal and return to submit later.  All transmittals are to be submitted within 14 days.
  8. View the members in the batch click “List Selected”
  9. Click “Finalize”
  10. Add Payment information or select the saved bank account and “Pay Now”.
    1. Authorization checkbox required.
  11. Print or Save Receipt

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Renew an Expired Member Not on Post Transmittal listing

The post transmittal listing includes members with eligible renewal years. To renew members that have let their membership deeply expire, the renewal will be entered as current or former member.

  1. Select “Add/Transfer Member”.
  2. Process as a Current or former member.
  3. Enter the member’s ID# and Last Name and “Continue”.
  4. This action adds the expired member to your transmittal.  Click “Save” with each update.

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Transfer Member

Home > Membership > Post Transmittal

NOTE: Online transfers require renewal in the same transaction. If the member is paid for the current membership year and would like to transfer to your post/squadron, complete a Member Data Form and mail to state headquarters.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Process Membership” from the left MY VIEWS menu.
  3. Click “Add/Modify Transmittal”
  4. Post Transmittal window opens
  5. Click “Add/Transfer Member”
  6. Enter Member ID# and Last Name (required) and “Continue”
  7. Verify member information, make any updates, and “Save”
  8. View the members in the batch click “List Selected”
  9. Click “Finalize”
  10. Add Payment information or select the saved bank account and “Pay Now”.
    1. Authorization checkbox required.
  11. Print or Save Receipt.

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Transmittal History

Home > Membership > Transmittal History

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Transmittal History” from the left MY VIEWS menu.
  3. Table displays with summary of transmittal history.  Select Transmittal Number to view members in the transmittal.

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Transmittal Payment Information – How do I enter?

Payment information is entered when finalizing the transmittal.  When finalizing, click Pay Now and the banking account window will open to enter your bank account and routing number. If you receive an error while entering payment information, please confirm the routing and account information with your financial institution for ACH payments.

  • How to Find Routing Number on a Check

Look in the lower left-hand corner of the check where routing numbers are located.
Look for an icon on the check. The icon is a character is from the BankerScriber MICR font.
Identify the first nine numbers. All routing numbers are nine numbers.

  • How do you identify a Routing Number on a Check?

The easiest place to find your bank’s routing number is to look at your paper checks. The check will typically have the 9-digit routing number down on the bottom left of the check. It will be in a sequence of three numbers printed in MICR (magnetic ink character recognition) form.

  • How many numbers are in a bank account number?

The account number works in conjunction with the routing number. While the routing number identifies the name of the financial institution, the account number-usually between eight and 12 digits -identifies your individual account.

  • How long is a standard bank account number?
The most common length for bank account numbers is 9, 12, or 10 digits. Although they range from 4 to 17 digits long. I have a large database of valid numbers and there's no pattern that I can see to the "account number".

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Transmittal Payment Information – How do I update?

Bank information can be updated when finalizing the transmittal.  The Transmittal Payment window has a link to Update Account Information.

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REPORTS / LABELS

About Reports and Labels

  • MyLegion provides reports for posts, squadrons, districts and counties.
  • Department and Detachment Reports:  A link in MyLegion is available that transitions to an SAP report area used by Dept/Detach administrators and members who have been provided access.  To request access to department and/or detachment reports, contact department headquarters.
  • Data Filters are used to create reports.
    • Group:  Always the first selection.  Only one group can be selected.
      • Last Paid Year (LPY):  Defines the membership year the member is last paid.  When filtering for current members, always select current year and greater to include all members who have purchased in advance.
      • Members who have purchasedfor multiple years will display the latest year in the report.  Example:  Member renewed for 2025, 2026 and 2027.  Last paid year will display 2027.
      • Current members who purchase a Paid Up For Life membership (PUFL) will display a last paid year for the next PUFL year.  Example:  Current member paid 2025, purchases a PUFL membership, displays LPY 2026.
      • Expired members can be found using LPY filters.
    • Status:  Active or Deceased.  Status does not define expired members.  To find expired members, use LPY filters.
    • Mail Status:  Defines if the mailing address is deliverable or undeliverable.  Members with an undeliverable mail address do not receive renewal notices, TAL Magazine, or department publications.PUFL members with undeliverable addresses are not renewed unless a new address is provided, resulting in no per capita reimbursement to the Department or Post. These members are suspended after October 1st pending future contact from the member. National Member Support Services can reinstate the membership when contacted by the member.
    • Membership Type:  Includes traditional member, honorary life (HL), department life (DL), Paid Up For Life (PUFL), and Transfer (transferred into your group).
Printing Reports:  Reports cannot be printed from MyLegion.  Created reports can be exported to an Excel, CSV, Word, or PDF document.  An export icon becomes available when report is generated.

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Consolidated Reports – CPR and CSR– EDIT / SAVE / FINALIZE

Consolidated reports are generally available from November to September.Available to Posts and Squadrons only.  Posts have access to both CPR and CSR.

  1. Click “Submit CPR/CSR Reports” from the group dashboard or from the left My Views menu.
  2. MY CONSOLIDATED REPORTS window will open. This window provides information for Open and Closed reports. Click “Edit” to open/edit the report. Reports in draft status can be edited.
  3. In Preview and Final Steps, click “Edit” to open the report fields to enter data.
  4. Report information provides field boxes to include data.  The number located at the lower right indicates the maximum characters allowed.  Tab to go from one field to the next or scroll and click.  The report is no longer completed in sections.  It is one continuous form.  Located the bottom of the form are buttons to “Save as Draft”, “Next” or “Cancel”. Box 1: Leave blank, for internal use only.
    1. Save As Draft – saves draft and allows you to return and make future entries.
    2. Next – provides “Submit Final” button to finalize. Submitted reports cannot be edited.
    3. Cancel

To print the report, click “Print Friendly View” link that displays the report questions and answers.  Another print link appears.  Click “Print”.  This report can be saved as a PDF or sent to your output printer.

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Deceased Report

Home > My Views > Group Profile > Reports / Labels

Available for Posts, Squadrons, Districts and Counties.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Current Roster”.
  4. Set parameters.  Begin with selecting your group.  Set Last Paid Year, Status “Deceased”, Mailing Status, Membership Type and “View Report”.
  5. The report generates.  From the export pull down menu export the document to the desired application.

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District / County Roster Listing

Home > My Views > Group Profile > Reports / Labels > Post Roster – Listing

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Click “Post Roster Listing” from COUNTY AND DISTRICT REPORTS area.
  4. Select “Group” from pulldown menu.The list includes all posts/squadrons for the district/county.
  5. Select last paid year(s).
  6. Select Status.
  7. Select Membership Status.
  8. Click View Report.  From the export pull down menu export the document to the desired application.

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Expired Member Report

Home > My Views > Group Profile > Reports / Labels

Available for Posts, Squadrons, Districts and Counties.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Current Roster”.
  4. Set parameters.  Begin with selecting your group.   Set Last Paid Years that are not current, Status, Mailing Status, Membership Type and “View Report”.
  5. The report generates.  From the export pull down menu export the document to the desired application.

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Find Members in My Area– Distance from Zip – Listing (TAL)

Home > My Views > Group Profile > Reports / Labels

Available for Posts, Districts and Counties.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Find Members In My Area”.
  4. Set parameters for members to find.Enter the zip code first.  Next enter last paid year.   And “View Report”
  5. The report generates.  View Report.  From the export pull down menu export the document to the desired application.

About this report:
Includes headquarters members only.
Distance = 0-100 miles.
Zip Code – only one can be selected.
Only zip codes in your state will appear.
Last Paid Years –Select one or multiple.

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Find Members in My Area – by Zip– Listing (TAL)

Available for Posts, Districts and Counties.

Home > My Views > Group Profile > Reports / Labels

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Find Members in My Area–by Zip - Listing”.
  4. Set parameters for members to find. Enter the zip code first. Next enter last paid year. And “View Report”
  5. The report generates. View Report. From the export pull down menu export the document to the desired application.

About this report:
Includes headquarters members only.
Zip Code - Select one or multiple zip codes.  Only zip codes in your state will appear.

Last Paid Year–Select one or multiple last paid years.

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Labels – 3/10

Home >My Views > Group Profile > Reports / Labels

Available for Posts and Squadrons.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select the 3x10 label option. 
  4. Set group, last paid year and click “View Report”
  5. Names display one column.  From the export pulldown menu export to a PDF.
  6. Print labels from PDF document.

About this report:  Members who are paid for the current membership year and purchase a PUFL membership will display with a LPY for the next membership year.  Example:  Member is paid for 2025 and purchases a PUFL membership.  LPY will display as 2026.

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Member Dues History

Home > My Views > Group Profile > Reports/Labels> Member Dues History

Available for Posts, Squadrons, Districts and Counties.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Member Dues History”.
  4. Set parameters. Enter ID# and Organization (TAL or SAL)
  5. “View Report”.Table Displays with Member dues history from 2011 to present.The report generates. From the export pull down menu export the document to the desired application.

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Member Online Renewals

Home >My Views > Group Profile > Reports / Labels

Available for Posts.  Create a report to view members that have renewed online to your group.  Member online renewal is limited to Legion members only.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select Member Online Renewal. 
  4. Set parameters. First select group, next set the date range using the calendar icons and “View Report”.
  5. The report generates. From the export pull down menu export the document to the desired application.

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Home >My Views > Group Profile > Reports / Labels

Available for Districts and Counties. This report may take longer to generate data.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select Paid Members By Post.
  4. Set Parameter.  First select District/County.  Next select the post and last paid year.
  5. Click “View Report”
  6. The report generates. From the export pull down menu export the document to the desired application.

About this report: 

  • Members who are paid for the current membership year and purchase a PUFL membership will display with a LPY for the next membership year.  Example:  Member is paid for 2025 and purchases a PUFL membership.  LPY will display as 2026.
  • Members who paid and have transferred out will remain on the Paid Members report for the membership year.  They will count towards your membership goal for the membership year paid to your post.
  • Members who have purchased a multi-year membership will appear as paid members beginning July 1, when the membership year campaign begins.  If these members transfer out of your post, the paid membership for future membership years will be transferred.

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Post/Squadron Current Roster

Home > My Views > Group Profile > Reports / Labels

Available for Posts, Squadrons, Districts and Counties.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Post/Squadron Current Roster”.
  4. Set parameters. First select your group. Next set Last Paid Year, Status, Mailing Status, Membership Type and “View Report.”
  5. The report generates.  View Report.  From the export pull down menu export the document to the desired application.

About this report:

  • District and County leadership can generate rosters for posts/squadrons in their area individually.
  • Last Paid Yearincludes future paid years for members who purchased multi-year.When selecting Last Paid Year, check current and future years.  Multi-year membership purchase is a pilot program available for Legion members only. 
  • Undeliverable mail status results in the member not receiving renewal notices, TAL magazine or any mailing from National or Department.
  • Use this roster to generate Deceased, Un-renewed and Undeliverable reports.

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Post Officers Within District (District and County)

Available for District and Countypost officersonly.  Officer reporting is done through department headquarters.  Contact your department headquarters with questions or updates to officers.

Home > My Views > Group Profile > Reports / Labels > Post Officers within District

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Post Officers Within District.”
  4. Select group. Click View Report.

From the export pull down menu export the document to the desired application.

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Post/Squadron Health Status (District and County)

Home > My Views > Group Profile > Reports / Labels

Available for Districts and Counties only. Track post and squadron online membership processing activity, CPR reporting, and mailing status.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select "Post/Squadron Health Status".
  4. Select group and membership year. Click View Report.
  5. From the export pull down menu export the document to the desired application.

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Project Stay Active

Available for Posts, Districts and Counties LGN only. Findmembers that have recently moved into your area and connect with them to see if they would like to transfer to your post.

Home > My Views > Group Profile > Reports / Labels > Project Stay Active

  1. From your My Account page, enter My Groups to access Group Profile.
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Project Stay Active”.
  4. Select zip code and distance.  “View Report”.

From the export pull down menu export the document to the desired application.

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Renewal Letter

Home > My Views > Group Profile > Reports / Labels

Create a personalized letter inviting members to renew. Letter includes member and post information. A renewal letter is available for TAL and SAL members. When selecting the letter select TAL or SAL letter.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Renewal Letter” for desired organization.
  4. Select "Group". This step populates the group commander name and title. This can be updated by typing text in boxes.
  5. Select “Last Paid Year” Expired membership years will display.
  6. Select "Sort By".
  7. Click View Report.
  8. From the export pull down menu export the document to the desired application.

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Renewal Labels

Home > My Views > Group Profile > Reports / Labels

When creating labels for renewal letters, use the same parameters when filtering.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Renewal Labels”.
  4. Select Group, Last Paid Year and Sort by. Use same parameters as letter and “View Report”
  5. Names display one column. From the export pulldown menu export to a PDF.
  6. Print labels from PDF document.

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Roster Updates

Home > My Views > Group Profile > Roster Updates

Available for Posts and Squadrons.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Roster Updates”.
  4. Select group and set date range.  Click View Report.
  5. From the export pull down menu export the document to the desired application.

About this report:
Includes all updates made to a member’s record, including transfer in and out information.

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Undeliverable Report

Home > My Views > Group Profile > Reports / Labels

Available for Posts, Squadrons, Districts and Counties.  Undeliverable mail status results in the member not receiving renewal notices, TAL magazine or any mailing from National or Department.

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Post/Squadron Current Roster.”
  4. Set parameters.  First select your group.  Next select Last Paid Year, Status, Mailing Status set to “Undeliverable”, Membership Type and “View Report”.
  5. The report generates.  From the export pull down menu export the document to the desired application.

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VIEW MEMBERS

Home >My Views > Group Profile > Members

Available for Posts, Squadrons, Districts and Counties.

  • From your My Account page, enter My Groups to access Group Profile.
  • Go to “View Members” from the left MY VIEWS menu.
  • The list appears on the Group Profile window.
    • Print/Save full roster
      • select all records by selecting “View All” and checking the box to the left of Member ID to select all records.
      • from Actions pulldown, “Export Full Roster” or “Print Roster”
    • Print/Save selected records
      • select desired records by checking the box to the left of Member ID
      • from Actions pulldown, “Export Selected Records”
    • Email a Member
      • Search member in list
      • Click on members email address to open email
    • Email group of Members
      • Select all records y selecting “View All”
      • select desired records by filtering desired data
      • from Actions pulldown, “Send Email”.  Browser will open will all records that have an email address in the Blind Copy field.

About View Members:

  • Viewing the list will not display all records if greater than 2000. To view all members, export the list using the Actions menu.
  • View members allow you to email a member or a group of members directly from the list.  See Email Members.
  • Click a name in the list to view and edit membership details.  District and County have view only.
  • Rosters are available in Reports/Labels.

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TRAINING REQUESTS

The Training White Paper project was presented at the Spring & Fall meetings (2017), which resulted in the creation of the 21st Century Committee that defines our training methods.  In summary, the leadership decided National should provide materials online for departments, districts, and posts to conduct their own local trainings as much as possible. 

Respond to myLegion Training Requests using the text below.

National will provide materials online for departments, districts, and posts to conduct their local trainings as much as possible.  

Online training sessions, accompanying PowerPoints and Q&A summaries are available at https://www.legion.org/training/training-tuesdays for download and to use at the local level.  If these do not meet your need, contact National Member Engagement & Training Coordinator at legiontraining@legion.org.

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VIEW MEMBERS

Home > My Views> Group Profile > Members

View members opens the group roster with search options to locate a specific member or group of members.  For more information about managing a member’s record go to MEMBER MANAGEMENT

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “View Members” from the left MY VIEWS menu.
    1. Search using search options.
    2. Select Member’s Name to open more information.
    3. Select Member’s Email to open an email from your provider.

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Frequently Asked Questions

Click Here for FAQ about My Group tools.

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