April 4, 2019Membership: Family & Individual Photos (v20 & Newer)In this video, learn how to attach photos to family and/or individual records. Presented on 04/04/2019.
March 12, 2020Donations: Other Enter Donations Information (v22 & Newer)In this video, learn about Giving Distribution, Account Order, Add Giving Account, Add New Giver, and Prior System Donations. Presented on 03/12/2020.
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.
July 7, 2022Membership: Picture Directory (v22 & Newer)In this video, learn how to Customize a Photo Directory Template. Presented on 07/07/2022.
February 21, 2023Accounting: Custom Account Groups (v24 & Newer)In this video, learn how to setup and utilize Custom Account Groups within reports. Presented on 02/21/2023.
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 19, 2023Membership: Reporting Part 3In this video, learn about the Directory, Mail Merge/Export, and Directory Export. Presented on 07/19/2023.
July 20, 2023Membership: Report Designer (v24 & Newer)In this video, learn about Standard Controls and Data Controls. Presented on 07/20/2023.
March 12, 2024Membership: Directories (v25 & Newer)In this video, learn how to create and generate customizable directories. Presented on 03/12/2024.