Data & Reporting Request

Submitter Name *

Submitter Email *

Organization Name

Submitter Role *

Request Title *

Data — Request Type *

Data — Reporting Period *

e.g., 'Q3 2026,' 'Last 12 months,' 'Year-to-date.

Data — What questions should this answer? *

The decisions or discussions this will inform — e.g., 'Board needs renewal trend before the budget vote.

Data — Metrics or Data to Include

Specific numbers you want — membership counts, CE completions, engagement, revenue. Leave blank to let us propose.

Data — Audience *

Data — Format Preference

Data — Needed By *

Board meeting date or decision deadline, if applicable.

Data — Additional Notes

Links to Your Files

Paste links to your files here — your shared MBM360 Google Drive folder, Dropbox, etc. (a subfolder named after your request keeps things tidy). You can also reply to your confirmation email with files attached.

Legal Disclaimers & Trigger Warnings (if applicable)

If a disclaimer or trigger warning is needed, describe the sensitive topics and the wording you'd like used.

Priority *

Urgent requests are subject to approval and may require expedited timelines or additional resources.

Is this part of an existing project? Tell us which.

Confirm Submission *

I understand changes after submission may affect delivery timing

I understand that changes or additional information provided after submission may cause delays and impact delivery timing.