Tuesday, July 22, 2008

Birthday Lists, Labels etc

You have always been able to create a Mailing Label report just for students with a certain birth month, but now you have some more flexible options using Custom Reports.
  1. Select the Reports/Custom Reports menu
  2. Create a new family report
  3. Use the "Select Families using Child information" and pick a birthday range you want
  4. Use the same selector again if you want other criteria like age...
  5. Click Done to get back to report page
  6. Click Edit Columns and add or delete the columns you want on your report. Children DoB gives "7/21/08", Children Birthdays shows "July 21st"
  7. Click Generate Report to see the preview
  8. Use one of the report options at the bottom to get a printable version, or CSV to download the information so you can use it in word or excel, as a mail merge for example.
Once you get used to custom reports, there are all sorts of uses. Let us know if you have a good one to share!