Genesis 1:5 - Meditate the Scripture Daily bit by bit
Tutorial - How to Create a Report
1. Reports Basics
From the Membership Home Screen, click on Reports, then Selections and
Listings
New Report
Click the white sheet of paper to create a new report.
2. Reports, cont.
GlobaFILE, Membership, and Multi-Site Link will be highlighted by default. Click
OK.
Enter a report name.
If your Shelby access includes more than one site (MC or congregation), then
you will double click on Sites (OU) to choose which site your report will include.
3. Reports, cont.
Use the tree view in the pop-up window to select the site(s) you would like to
pull data from. You may choose as many as you would like by clicking in the
box next to the site. A check mark will appear. Click OK.
4. Specific Reports
Membership List
After choosing the site(s), you will need to specify which
types of individuals you want to include in the report.
Active: any record should be
active
unless individual is
deceased
or withdrawn
Inactive: no longer being used
Deleted: individual is deceased
or
withdrawn
5. Membership List, cont.
Double Click on Formatted (ALL)
From this screen, you may choose the
information you want to include on the report.
For addresses and phone, choose Address
Types or Phone Number Types. You may choose as
many fields as you prefer by double
clicking on the left side, or by highlighting and
using the pointed finger to move them to the right.
6. Membership List, cont.
Print to Printer will
default. By clicking
on OK at this point,
your report will
appear as a PDF. If
you prefer an Excel
file, (txt) choose
Print to File, and
Include Fieldnames
in the first record.
Specify a file
destination in the
box provided (this
will be a text
delimited file)
Click OK.
If you have chosen to include Address Types or Phone Number Types, a
pop up window will appear, asking you to choose which types. You may
choose as many as you would like. Click OK.
7. Membership List, cont.
Save and Close the report
Run the report by clicking
on the running
figure (make sure
your report is highlighted).
At this point, you may get a
a pop up window. Click on
No. If your report is a PDF, it will
automatically appear. If you
created a txt file, you will open
Excel and find the file.
Sav
e
Close
Editor's Notes
Site is only in regards to where the report is saving—not where you are pulling members from. If you only have Shelby access to one MC, you won’t have any options but your mission center
These steps don’t necessarily need to go in this order.
You can also choose other options from the Reports menu (directory, etc.)
