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Members Directory

The directory is a prepared report that can be produced with all the members of a Church listed. The Directory is listed by family and can be selected on a the basis of a classification or membership of a group.

VITAL NOTE (this has not been well publicized): Before you gain access to the entire directory creation area, you must do the following important steps:

  • Open Admin → Edit Users and click on your own name (or that of another User who will be creating directories)
  • Click Edit User from top menu
  • In User Editor (near bottom) set bCreateDirectory to True
  • Save Settings

To create a Members Directory

  1. Data / Reports
  2. Reports Menu
  3. Members Directory

Select

  1. Classifications ('unassigned' if not assigned yet)
  2. Group
  3. Role for Head of Household
  4. Role for Spouse
  5. Role for Child

Selection must be at least 1 or will display error.

The Available fields that can be selected to include in a Members Directory are:

  • Address
  • Wedding Date
  • Birthday
  • Family Home Phone
  • Family Work Phone
  • Family Mobile
  • Family Email
  • Personal Home Phone
  • Personal Work Phone
  • Personal Mobile
  • Personal Email
  • Personal Work/Other Email
  • Photos

Additionally, if custom fields are used, they will also be available.

A condensed version can also be produced for members of the cart.

Report on Groups & Roles

The Group Directory is a prepared report that produces a directory of the members of a Group. The report can include all members or just the members who have specific roles within the group such as members or leaders.

To create a Group Report

  1. Data / Reports
  2. Reports Menu
  3. Report on Groups & Roles

The available fields that can be selected to include in a Group Directory are:

  • Address
  • Home Phone
  • Work Phone
  • Cell Phone
  • Email
  • Other Email
  • Group Role

Letters and Mailing Labels

These are a series of reports for creating mail-merged labels for sending letters.

Group Directory is a prepared report that produces a directory of the members of a Group. The report can include all members or just the members who have specific roles within the group such as members or leaders.

To create a set of labels:

  1. Data / Reports
  2. Reports Menu
  3. Letters and Mailing Labels
  4. select label type
  5. select font style
  6. select font size
  7. select label type

Newsletter Labels

This report creates a mail merged set of address labels, one label per family, where the newsletter option is true.

Confirm Data Letter

These letters are created for each person and list the stored information stored in ChurchInfo database. The letters can be used fopr individuals to confirm their details an a regular basis.

Confirm Data Labels

These labels are used to address envelopes in conjunction with the Confirm Data Letter. (I would suggest a window faced envelope could be easier..)

The Available fields that can be selected to include in a Group Directory are:

  • Address
  • Home Phone
  • Work Phone
  • Cell Phone
  • Email
  • Other Email
  • GroupRole
reports.txt · Last modified: 2013/07/15 12:31 (external edit)