Family, Member, Family Tag, and Committee Downloads
Generating Family, Member, Family Tag, and Committee Downloads allow the user to sort and filter various fields. By doing so, you are able to view the specific data you wish to see. The downloads can then be used to create custom listing reports/labels, and can be referred to as the Data Source when performing a Mail Merge.
IN THIS ARTICLE:
Family Explorer Download
1
Click on
Families via the top navigation bar and select
Family Explorer.
2
If applicable, add/remove/reorder the fields listed, and sort/filter your data how you desire.
Tip: If you want to search on who has a envelopes use the
Budget and/or
Has Envelopes fields. To search on how many families are registered within a particular date range, use the
Registered field.
3
Select
Actions then click
Download. This Excel file will automatically download into your Downloads folder and be given the name
families.
Note: If you want to download the report for all families within your search, don't check any of the boxes next to the family names. If you only want to download the report for one or a select number of families in your database, check the box(es) next to the appropriate family names, select
Actions, then click
Download.
Member Search Download
1
Click on
Families via the top navigation bar and select
Member Search.
2
Click
Reset to clear any search parameters you may have defined previously. If applicable, set any new search parameters you want, then click
Search.
Note: The default language is
English. You may want to change this to All Languages, then click
Search.
3
Click
Download. You will see a pop-up appear where you can choose whether to download the report as a .csv or .xlsx, and you have the option to rename the report.
Note: If you want to download the report for all members within your search, don't check any of the boxes next to the member names. If you only want to download the report for one or a select number of members in your database, check the box(es) next to the appropriate member names, then click
Download.
Family Tag Download
1
Click on Families via the top navigation bar and select Family Tag Maintenance.
2
If you want to download the report for all Family Tags, don't check any of the boxes next to the Family Tags. If you only want to download the report for one or a select number of tags, check the box(es) next to the appropriate tags, then click
Download.
Committee Download
1
Click on Committees via the top navigation bar and select Committee Maintenance.
2
If you want to download the report for all Committees, don't check any of the boxes. If you only want to download the report for one or a select number of Committees, check the box(es) next to the appropriate Committee Names, then click
Download. The download will produce a list of all members from each committee.
