Reports BasicsFrom the Membership Home Screen, click on Reports, then Selections and Listings

New Report

Click the white sheet of paper to create a new report.

Reports, cont. GlobaFILE, Membership, and Multi-Site Link will be highlighted by default. Click

OK.

Enter a report name. If your Shelby access includes more than one site (MC or congregation), then

you will double click on Sites (OU) to choose which site your report will include.

Reports, cont.Use the tree view in the pop-up window to select the site(s) you would like to pull data from. You may choose as many as you would like by clicking in the box next to the site. A check mark will appear. Click OK.

Specific Reports Membership List

After choosing the site(s), you will need to specify which types of individuals you want to include in the report.

Active: any record should be active

unless individual is deceased

or withdrawn Inactive: no longer

being used Deleted: individual is

deceased or withdrawn

Membership List, cont.Double Click on Formatted (ALL)

From this screen, you may choose the information you want to include on the report.

For addresses and phone, choose Address Types or Phone Number Types. You may choose as many fields as you prefer by double clicking on the left side, or by highlighting and using the pointed finger to move them to the right.

Membership List, cont.Print to Printer will default. By clicking on OK at this point, your report will appear as a PDF. If you prefer an Excel file, (txt) choose Print to File, and Include Fieldnames in the first record. Specify a file destination in the box provided (this will be a text delimited file)Click OK.If you have chosen to include Address Types or Phone Number Types, a pop up window will appear, asking you to choose which types. You may choose as many as you would like. Click OK.

Membership List, cont. Save and Close the report

Run the report by clicking

on the running

figure (make sure

your report is highlighted).

At this point, you may get a

a pop up window. Click on

No. If your report is a PDF, it will

automatically appear. If you

created a txt file, you will open

Excel and find the file.

Save

Close