Pathways in BNI Connect
(how to quickly find what you need)
Table of Contents for this page (click to scroll where you need)
Navigate BNI Connect reports and data using these Pathways
š PresidentĀ
To enter Chapter Goals: Operations > Chapter > Manage Goals > Enter Chapter Goals
To view Chapter Goals: Operations > Chapter > Manage Goals > View Chapter Goals
To pull Sponsorships Report: Reports > Chapter > Sponsor ReportĀ Ā
š Vice PresidentĀ
To enter weekly PALMS: Operations > Chapter > Meeting Management > Enter PALMS
To download VP Report (this shows Personal PALMS for each member in last 4 weeks): Reports > Chapter > VP ReportĀ Ā Ā
To view Pending Applications: Operations > Chapter > Manage MembershipsĀ > View Pending Applications
š Membership Committee
To see Upcoming Renewals Report: Reports > Chapter > Membership Dues ReportĀ Ā
To see Member Training Report: Reports > Chapter > Member Training ReportĀ Ā
To see the Absence Report: Reports > Chapter > Absence ReportĀ Ā
To see a member's Personal PALMS: Reports > Chapter > Personal PALMS ReportĀ Ā
To see the Length of Membership Report: Reports > Chapter > Length of Membership ReportĀ Ā
š Sec/Treasurer
To manage the Speaker Roster: Operations > Chapter > Meeting ManagementĀ Ā
To view Pending Applications: Operations > Chapter > Manage MembershipsĀ Ā
Ā To see Member Training Report: Reports > Chapter > Member Training ReportĀ Ā
To see a Member's Details (Bio, GAINS): Reports > Chapter > Member DetailsĀ Ā
š Visitor Host
To Mark Visitor Attendance: Operations > Chapter > Visitor Registration PortalĀ Ā
To Record a Visitor AFTER attending a meeting (not pre-registered): Operations > Chapter > Record a Visitor (Post Meeting, Not Pre-Registered)Ā Ā
š Mentor Coordinator
To see Member Training Report: Reports > Chapter > Member Training ReportĀ Ā
š Members
To see the Chapter Roster: Reports > Chapter > Chapter Roster ReportĀ Ā
To see a Member's Details (Bio, GAINS): Reports > Chapter > Member DetailsĀ Ā
To see a member's Personal PALMS: Reports > Chapter > Personal PALMS ReportĀ Ā
To view/manage your BNI Business (run personal reports): Home (House icon) > options appear on middle right area of page.Ā Ā Ā Ā
To Change Password / Update Profile: Home (House icon) > options appear on upper right area of pageĀ Ā Ā Ā
Customize your dashboard links: Home (House icon) > ChapterĀ Ā Ā Ā
To get help from Global Support: Click Question Icon (?) in upper right screen corner or Contact Corporate Support here
ā Leadership Teams make a Chapter successful!āĀ Ā
Click to learn about the Rewards, and Responsibilities of all LT Roles!Ā