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:

  1. Family Explorer Download
  2. Member Search Download
  3. Family Tag Download
  4. Committee Download

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.


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