CNFS Family Directory - Family List: How do I Create a Full Envelope Numbers Report

How to Create a Full Envelope Numbers Report

This topic shows you how to create full envelope report. The report lists only those families or members who match your filter criteria and who indicate that they want to receive contribution envelopes. The report can serve as a mailing list that you can send to the vendor who prints your offering envelopes.


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Creating a Full Envelope Numbers Report

  1. Do one of the following:
  • To create a full envelope number report for families, click  to display the Family List page.
  • To create a full envelope number report for members, click  to display the Member List page.
  1. If necessary, select the organization from the Organization list.

  2. Apply filters to the page narrow down your list to a select group of families or members.

For help using the filters, see How to Filter Records.

  1. Click . Then, select Filtered Envelope Numbers.

A list of families or members matching your filter criteria is displayed in the Report Viewer. These individuals have the Send Contrib. Env. option selected on the Family Details tab in their census record.

  1. To print or save the list, see How to Print, View, and Save Reports.

 


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Full Envelope Numbers Report Example

Suppose that you want to create an envelope numbers report for your registered, inactive families. Do the following:

  1. Click  to display the Family List page.
  2. If necessary, select the organization from the Organization list.
  3. Click to display the advanced filter window:

  1. To search for registered, Do the following:

  1. From Membership dropdown list, select Registered.

  2. From the Family Group dropdown list, select Inactive.

  3. Click .

The Family List updates to show families matching your filter selections. The report will include these families only.

  1. From the Quick Reports menu, select Filtered Envelope Numbers:

A list of families matching your filter criteria is displayed in the Report Viewer. In the following example, the report shows only those registered, inactive members who have the Send Contrib. Env.option selected in their census records.

  1. To print or save the report, see How to Print, View, and Save Reports.

 

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