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  2. Trouble-shul-ing Tips & Tricks
  3. Pre-Built Reports Edition

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  • PDF - Trouble-shul-ing Tips & Tricks: Pre-Built Reports Edition
  • Need a report of people who DO NOT have a certain quality “X”?
  • Too many Saved Reports to sift through?
  • Can’t find the right report for your needs?
  • Looking for specific account data in your report?
  • Finding some data is missing from your saved report?
  • Membership report is not returning expected results?

Membership report is not returning expected results?

In this article

     
    • Check in Admin Menu>My Lists>Account Types to make sure your Account Types are set to be
      used for membership reporting.
    • Do you have join and resign dates in your accounts?
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    • Reports
    • Member Directory Set Up
    • Dedications and Tributes
    • Legacy Mail: Creating Mailing Labels
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