Finding Reports in BNI Connect
Summary PALMS Report (Required)
The PALMS report contains member attendance, referrals, visitors, 1-to-1s, CEUs, and TYFCB data.
- Log in to BNI Connect at connect.bni.com
- Click "Reports" in the top navigation bar
- Select "Chapter Reports" from the dropdown
- Click "Summary PALMS Report"
- Set the date range (typically last 26 weeks / 6 months)
- Choose "EXCEL" to download the .xls file
- Upload that .xls file here
Chapter Roster (Optional)
The roster report adds phone numbers, company names, and classifications to the scorecard.
- In BNI Connect, go to "Reports" → "Chapter Reports"
- Click "Chapter Roster"
- Choose "EXCEL" to download the .xls file
- Upload it alongside the PALMS report on the main page
Tips
- Both files must be the .xls format exported from BNI Connect (not .xlsx)
- The PALMS report date range determines the reporting window shown on the scorecard
- If you don't have a roster file, contact info columns will be left blank
- You can remove or rename members on the review screen before generating the PDF