People Reports
On the People Screen you can select from a variety of general reports, mailing labels, birthday reports, member/picture directories and more by clicking "Reports" on the toolbar. Once you have opened the Reports screen:
- Select the report type from the list of options in the first box.
- Choose who to include in the report by choosing to include the names from the selected Smart List or only the names that are Checked on the People Screen.
If you only want to include the checked names in your report, check the names on the People Screen first. Then open the Reports screen and click the box next to "Include only the names that are checked on the People Screen." - Choose the report options for the report you want to create.
In addition to the preset "Reports" option on the People Screen, you can also create your own Custom Reports.
Mailing Labels
Mailing labels can be generated to be printed on either Avery 5160 or 8160 mailing labels. You can choose which position to start printing on as well as sorting by last name or zip code. There is also a checkbox to add "Or Current Resident" for situations when you are sending mass mailers to your community.
If a person does not have an address assigned to their name, only their name will be printed on the label.