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Using Output Options on the People Screen

ChurchTrac offers a variety of preset Output Options for you to access from the People screen. The Output Options button can be found at the top of the People Screen toolbar or at the bottom of the name list on the left side of the screen. This screen allows you to print several preformatted reports, mailing labels, letters and envelopes, access to the Automated Messaging Service and more.

output options button

Selecting Names

Before using the Output Options screen, you should first make sure that the People screen lists only the names you want to include in your report, email, or other Output Option selection. There are several ways to select the names to be used on the Output Options screen. The first is to conduct a quick search at the top of the name list on the left side of the People screen. You can select one of the pre-defined categories from the list:

quicksearch combo box

Additionally, you can further refine these results by typing one or more letters into the quick search first or last name fields. Only the names that appear in the list after typing in these boxes will appear in the Output Options screen's results.

You can also conduct a Filter/Search to create the list of names. The names that appear on the People screen will be the names included in the Output option you select.

A final way to select or edit the names list is to click on the Output Options button and then to select “Manually Select or Unselect Output Options Names” button. This screen will display all the names currently on the People screen. You can then select or unselect names for your list from this screen. Once your list is finalized, click on the "Return to Output Options" button.

output options name selection

Selecting Your Output Option

To select the Output Option, click the circle next to the option you choose. When you select an option, such as "Create Reports" additional options will appear in the white box. You then click on the report you want and select the blue "Create and Preview Report" button at the bottom. There you can review the report, export it, or print it.

output options screen

To select the Output Option, click the circle next to the option you choose. When you select an option, such as “Create Reports” additional options will appear in the white box. You then click on the report you want and select the blue "Create and Preview Report" button at the bottom. There you can review the report, export it, or print it.

Note: If you would like create your own Custom Reports, click on the Custom Reports button on the top toolbar of the People screen. For more information on creating Custom Reports, check out this knowledgebase article.

From this screen, you can also print mailing labels, send an email or text message, print letters and envelopes, export data and access the Automated Messaging Service.

Additional Report Options

From the People screen you can also access other reports related to the specific People screen tabs on the right side of the screen. These report options change as you click on the different tabs.

people screen tab reports

The following reports are available when you click on the corresponding People screen tabs:

  • General Information Tab – Birthday Reports
  • Pictures Tab – Picture Directory
  • Notes Tab – Notes Tab Reports
  • User-Defined Tab – User-Defined Reports
  • SHAPE Ministry Profile Tab – SHAPE Profile Reports
  • Group Involvement Tab – Group Mailing Labels
  • Contribution Tab – Contributions Report