April 1, 2015

Membership: Basic Reports (v17 & 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.
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 5, 2018

Membership: Exporting Data (v19 & Newer)

In this video, learn about selecting and saving the criteria for reporting and exporting the desired data fields. Presented on 10/25/2017.
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.