Downloading Family, Member, Family Tags and Committee Member Records

Downloading Family, Member, Family Tags, and Committee records allows the user to sort on various fields to create custom listing reports and labels. These files can also be referred to as the Data Source when performing the mail merge function. Additionally, this report will allow you to review specific fields in the Family and Member records. For example, if you wanted to know who does not have an email address you can sort the report for all records where this field is blank.

1. Family Download - Go to Families > Family Search > Reset.

Tip: Prior to doing any new search click Reset to clear any previous search criteria you may have defined previously. The family records will reset to all Active families.

Define your criteria for the family records you wish to download. ( Using Family and Member Search ) Click the Search button. All the families that were defined in your search criteria are now listed on your screen. You can download this into an Excel file by clicking on Download. This file will automatically download into your download file and will automatically be given the name families.

Tip: Any file that is downloaded from Gabriel and where you did not delete any previous files that you may have downloaded the file name may contain a numerical value in parenthesis. The larger number will be your latest download. For example, families (10) . You can rename the file prior to hitting the download button.

2. Member Download - Go to Families > Member Search > Reset.

Tip: Prior to doing any new search click Reset to clear any previous search criteria you may have defined previously. The member records will reset to all members regardless of their status and the language default will be English. You will want to select All for language.

Define your criteria for the member records you wish to download. ( Using Family and Member Search ) Click the Search button. All the members that were defined in your search criteria are now listed on your screen. You can download this into an Excel file by clicking on Download.

3. Committee Download - Go to Committees > Committee Maintenance. You can choose to download all the committee members for each committee or you can choose specific committees by putting a check in the box next to the committee name. If you do not select any specific committees then the download will produce all members from each committee.

4. Family Tag Download - Go to Families > Family Tag Maintenance. You can choose to download all the Family Tags or you can choose specific Family Tags to download by putting a check in the box next to the Family Tag name. If you do not specify a specific Family Tag then the download will produce all families from each Family Tag.

Tip: If you are formatting your download file you may want to save your file as an (*.xlsx) file which will save content and any formatting changes you made. If you are using this file as the data source to do a mail merge function then there is no need to format the file and the .csv file format will work.

Note: Once you've downloaded the file, you may want to format your excel file as a table . Just like regular formatting, tables can improve the look and feel of your file, but more importantly, they also help to organize your content and make your data easier to use. Excel includes several tools and predefined table styles , allowing you to create tables quickly and easily. How Do I Convert An Excel Download Into a Table?

Downloading Family, Member, Family Tags and Committee Member Records

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