Tutorial - How to Create a Priesthood List Report

Post on 31-May-2015

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How to create a priesthood list report from the Community of Christ Shelby database.

Transcript of Tutorial - How to Create a Priesthood List Report

Shelby v5.11Priesthood Report

Choose “Membership” from the main screen

Choose “Reports” and then “Selections and Listings” from the Membership Home Base.

You can create your own Report Group by typing your name in “Report Group” field

Choose “New” to create a new report

This screen asks what Modules you are pulling your information from. Membership reports are pulled from the highlighted modules. There is no need to change this screen.

Click “OK”

Name your report.

Choose “Priesthood Office” under Criteria on the left side. Double Click.

Choose radio button by “Include”

Choose which Priesthood offices you want to include by clicking on the pick box to the right of the field

Click “OK”

Choose “Formatted (All)” on the Reports side of the screen.

Find “Priesthood Office” on the left (Available Fields)

Click on the Hand tool to move “Priesthood Office” to the right (Selected Fields).

Click “OK”

Find “Priesthood Office” on the left (Unsorted Fields)

Click on Hand tool to move it to right (Sort Order)

You can adjust the sort order by moving “Priesthood Office” up using the Hand tool on the far right

Click the “Sort” tab

Click the “Print Parameters” tab

Check “Include Active Individuals” and “Include Members”

Click Save

Click Close

Choose the report you just created

Click on “Run”

You will get a print preview of your report

Click “Print”

Once you have printed your report, click “Close”.

Click “Close”

The next screen asks if you want to save the previously selected names. Always say “No”.