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.
July 19, 2016

Membership & Donations: Reports with Combined Data (v17 & Newer)

In this video, learn how to setup reporting criteria using both Membership & Donations data. Presented on 7/19/2016.
February 21, 2017

Membership: Report Criteria and Output Options (v17 and Newer)

In this video, learn how to use the report criteria and the output options within Membership reporting. Presented 11/29/2016.
March 17, 2017

Membership: Label Criteria Options (v17 and Newer)

In this video, learn how to use the reports on People, Giving/Pledging, Accounts, Sort and Options Tabs and Save Criteria. Presented 3/15/2017.
April 14, 2017

Membership: Standard Report Formats (v17 & Newer)

In this video, learn how to create reports for Birth date, Anniversary and Groups/Classes/Skills/Interests. Presented 3/20/2017.
July 24, 2017

Scheduler: Reports (v17 & Newer)

In this video, learn about the options to generate reports about your scheduled events. Presented 6/23/2017.
August 21, 2017

Membership: Standard Report Formats (v17 & Newer)

In this video, learn about the different options to use - basic, all information, directory, custom and export. Presented 8/3/2017.
September 11, 2017

Scheduler: Setup (v17 & Newer)

In this video, learn how to setup the Scheduler module and link it to the Membership module. Presented 8/11/2017.
September 11, 2017

Scheduler: Report Features (v17 & Newer)

In this video, learn how to setup the reports. Presented 8/16/2017.
October 13, 2017

Scheduler: Features (v17 & Newer)

In this video, learn about the Categories, Duties, Equipment, Locations and Options. From workbook S101, pgs 5 - 16. Presented 10/12/2017.
December 18, 2017

Membership: Data Setup (v20 & Newer)

In this video, learn about setting up the basic options for data entry - portal, date, sort, attendance, age and marriage date options. From workbook M101 - pages 2 - 9. Presented on 11/1/2017.
December 18, 2017

Membership: Adding Families (v20 & Newer)

In this video, learn about the blank data entry form and field choices in data entry. From workbook M101, pages 9 - 21. Presented 11/2/2017.