April 1, 2015

Membership: Basic Reports (v17-21)

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.
March 25, 2017

Accounting: Reports Formatting (v17 & Newer)

In this video, learn about the Accounting reports. From workbook A201, pages 10-21. Presented 3/14/2018.
June 26, 2019

Membership: Working with the Grid (v20 & Newer)

In this video, learn how to toggle between the grid and People. Using the grid. How to add/edit/delete data quickly. Presented 06/26/2019.
March 27, 2020

Membership: Basic Reports (v20-21)

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, 2020

Membership: Basic Reports (v22 & Newer)

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.
May 12, 2020

Membership: Mail Merge/Export (v22 & Newer)

In this video, learn about selecting who should appear, saving the criteria, selecting the report layout.  Presented on 05/12/2020.