Birthday Report

Membership offers tools for common date reports that are pre-formatted for simplicity and ease of use.

Access Birthday Report

To access from the Button Bar, go to Reports/Exports > Birthday.

Examples

Create a Birthday Report

  1. Navigate to Reports/Exports > Birthday > Reports/Directory/Export.

  2. Select a time span.

    Using the Birthday Report button will preselect Birth Date as criteria for this report and default to birth dates in the current month. Select a month, range, or run a report of all recorded birthdays, you can check the box for NOT and the radio button for 'is blank'.

  3. Click .

  4. Click .

  5. Click on the Sort tab at the top of the Step 1 window. Here you can opt to sort your list alphabetically or by date.

    When Sort Field 1 contains a date field, you can also decide whether you want your sort to be:

    • Chronological Order (Year > Month > Day)

    • By Month (Month > Day > Year)

    • By Month and Day (Month > Day)

  6. Click .

  7. Customize the report layout.

    Step 2 will choose a Basic Report with a template that includes First and Last name and Birth Date. In the upper right of the Step 2 window, you can opt to include the year or to only include the year for children. You can also create a new Basic layout to use for Birthday Reports if you would like to include phone numbers, addresses or their age or create a multi-column layout for a birth date list that covers a year.

  8. Click to generate your report in a Print Preview or choose one of the Exports options.

Create Labels for Birthday Cards

  1. Navigate to Reports/Exports > Birthday > Labels.

  2. Use the same criteria you used for your list, as shown above.

  3. In the Step 2 window, select one label per Individual and a layout that uses Names, rather than Mailing Label.