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.
April 13, 2018

Membership: Find Grid (v20 & Newer)

In this video, learn how to toggle between grid and record, tagging records, display fields, set column order and sort by field. Presented 11/21/2017.
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.