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.
March 28, 2023Membership: Mail Merge/Export (v24 & Newer)In this video, learn about selecting who should appear, saving the criteria, and selecting the report layout. Presented on 03/28/2023.
October 10, 2023Membership: Exporting Email Addresses (v24 & Newer)In this document, learn how to export email addresses. Presented on 10/10/2023.
January 29, 2024Accounting & Payroll: Merging1099 (v25 & Newer)In this video, learn how to merge 1099s from Accounting and Payroll to file together.