PSFS Religious Ed - Quick Start: How legacy Religious Ed Reports compare to updated reports

 

How legacy Religious Ed Reports compare to updated reports

The following chart shows how to find a similar report that you once generated in the Religious Education module prior to the update.  The three left columns give the original path.  The three right columns show you the path to take to generate the report in the redesigned module.  

Legacy Tab  Legacy Category Legacy Report New Area New Category  New Report
Dashboard Term Summary   Reports Roster

Summary Only

Classes Quick Reports Attendance Record Reports Attendance

Attendance Report

OR 

Attendance By Date

Classes Quick Reports Attendance Sheet (Blank)  Reports Attendance Blank Attendance Sheets
Classes Quick Reports Birthday Reports Labels/List Birthday
Classes Quick Reports Class Roster (Detailed) Reports Roster Member & Family Details
Classes Quick Reports Class Roster (Names Only) Reports Roster Door Hanger
Classes Quick Reports Class Roster (Standard) Reports Roster Standard Roster Report
Classes Quick Reports Class Schedule (Dates & Rooms) Reports Attendance

Attendance By Date

OR

Toggle the Schedule button on the Standard Roster Report

Classes Quick Reports Leader List Reports Roster

Filter people for Volunteers, then

Standard Roster Report

Classes Quick Reports Mailing Labels: To Parents Reports Labels/List

Filter people for Students, then

Mailing Labels: Family 

OR

Mailing Labels: Member

Classes Quick Reports Mailing Labels: To Students Reports Labels/List

Filter people for Students, then

Mailing Labels: Family 

OR

Mailing Labels: Member

Classes Quick Reports Mailing Labels: To Leaders Reports Labels/List

Filter people for Volunteers, then

Mailing Labels: Family 

OR

Mailing Labels: Member

Classes Quick Reports Parents List Reports Labels/List Parents
Classes Quick Reports Sacraments List Reports Labels/List

Filter people for Students, then

Sacraments (Students) 

Student Directory  Quick Reports Student List (By Class) Reports Roster

Standard Roster Report

Student Directory  Quick Reports Student List (By Grade) Reports Roster

Standard Roster Report

Student Directory  Quick Reports Student List (By Day of Week) Reports Roster Standard Roster Report
Student Directory  Quick Reports Student List (By Session) Reports Roster Standard Roster Report
Student Directory  Quick Reports Mailing Labels: To Parents Reports Labels/List

Filter people for Students, then

Mailing Labels: Family 

OR

Mailing Labels: Member

Student Directory  Quick Reports Mailing Labels: To Students Reports Labels/List

Filter people for Students, then

Mailing Labels: Family 

OR

Mailing Labels: Member

Leaders Quick Reports Leader List (By Class) Reports Roster

Filter people for Volunteers, then

Standard Roster Report

Leaders Quick Reports Leader List (By Grade) Reports Roster

Filter people for Volunteers, then

Standard Roster Report

Leaders Quick Reports Leader List (By Day of Week) Reports Roster

Filter people for Volunteers, then

Standard Roster Report

Leaders Quick Reports Mailing Labels: To Leaders Reports Labels/List

Filter people for Volunteers, then

Mailing Labels: Family 

OR

Mailing Labels: Member

Reports Class Rosters & Schedules This option gives access to multiple reports. Look for the actual report name to learn how to generate each report in the new software. Reports Roster Please find all variations of this legacy option throughout this grid.
Reports Class Lists   Classes & Sessions Classes Filter the List, then select Export
Reports Mailing Labels Students Reports Labels/List

Filter people for Students, then

Mailing Labels: Family 

OR

Mailing Labels: Member

Reports Mailing Labels Leaders Reports Labels/List

Filter people for Volunteers, then

Mailing Labels: Family 

OR

Mailing Labels: Member

Reports Sacraments List   Reports Labels/List

Filter people for Students, then

Sacraments (Students) 

Reports Class Attendance Sheets & Records Blank Attendance Sheets Reports Attendance Blank Attendance Sheets
Reports Class Attendance Sheets & Records Attendance Records Reports Attendance

Attendance Report

Or 

Attendance By Date

Reports Registration Forms Populated Registration Forms Reports Registration

Select Fill in of Family Only or Family and Class, then 

Registration Forms

Reports Registration Forms Blank Registration Forms Reports Registration Select Fill in of Blank Forms, then 

Registration Forms

Reports Registration Forms Mailing Labels Reports Labels/List

Mailing Labels: Family 

N/A     Reports Roster Specials Needs Only
N/A     Reports Roster Roster Export (CSV)
N/A     Reports Labels/List Name Tags
N/A     Reports Labels/List Permanent Records 
N/A     Reports Attendance Sign-in Sheet
N/A     Reports Statistics  Registration Trends

 


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How to generate a CSV listing of all of the students or volunteers in a session, in a class, or in a grade

 

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