Texas PTA Membership Report
Membership Toolkit offers a specially formatted report for PTAs in Texas that are submitting dues and a roster to the Texas PTA.
- Go to People / Reports / Texas PTA Membership Report.
- Select the date range for your report.
- Download the report to excel.
- Sort the excel report by the Membership Type column so all of your membership types are listed in groups.
- Mark an "x" in column D to indicate anyone who is a Lifetime Member. This will match up with column G on the TX PTA report when you copy and paste.
- Open/Download the TX PTA Membership Submission Form. (it is also attached below)
- Copy and paste columns A through E individually from the MTK excel report into columns B through G of the TX PTA Membership Roster and Dues report, matching the columns appropriately.