- Select the Reports/Custom Reports menu
- Create a new family report
- Use the "Select Families using Child information" and pick a birthday range you want
- Use the same selector again if you want other criteria like age...
- Click Done to get back to report page
- 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"
- Click Generate Report to see the preview
- 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.
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.
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2 comments:
Hi, Gerry!
You have a great list so far of requested options. I'd like to add to the list to have the option of deleting or at least voiding a transaction (specifically a payment).
Thanks for all you do--I really like using YV!
Lyn Jameyson
Sorry--I just realized I put my suggestion on the wrong post! :-)
Lyn
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