March 27, 2020Membership: Basic Reports (v20-21)In this document, the Basic Report Option is in column format, which allows you to create a report that displays the information you need to see. The Basic Layout can be used for most reports.
April 3, 2020Membership: Using Parentheses (v20 & Newer)In this video, learn how to use the parentheses for reporting. Presented on 05/04/2018.
May 28, 2020Membership: Standard Report Formats (v22 and Newer)In this video, learn about the Directory, Custom, and Directory Export. Presented on 05/28/2020.
August 4, 2021Membership: Basics (v22 & Newer)In this video, learn the basic features of the Membership Module. Presented on 08/04/2021.
August 12, 2021Accounting: Overview (v22 & Newer)In this video, learn basic features of the Accounting Module. Presented on 08/12/2021.
March 7, 2023Membership: Basic Reports (v24 & Newer)In this document or video, learn how to use this columnar report for most of your reporting needs. Presented on 03/07/2023.
July 13, 2023Membership: Reporting Part 2In this video, learn about Step 2; Editing a Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 07/13/2023.
July 19, 2023Membership: Reporting Part 3In this video, learn about the Directory, Mail Merge/Export, and Directory Export. Presented on 07/19/2023.