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reports [2013/07/15 12:31] (current)
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 +====== reports ======
  
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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
 +  - Data / Reports
 +  - Reports Menu
 +  - Members Directory
 +
 +Select
 +  - Classifications ('​unassigned'​ if not assigned yet)
 +  - Group
 +  - Role for Head of Household
 +  - Role for Spouse
 +  - 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
 +  - Data / Reports
 +  - Reports Menu
 +  - 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.
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 +To create a set of labels:
 +  - Data / Reports
 +  - Reports Menu
 +  - Letters and Mailing Labels
 +  - select label type
 +  - select font style
 +  - select font size
 +  - 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 ยท Last modified: 2013/07/15 12:31 (external edit)