PSFS Family Directory - Family List: How to create an envelope numbers report – ParishSOFT

How to create an envelope numbers report

This article shows you how to create an 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.

Creating a Full Envelope Numbers Report

Full Envelope Numbers Report Example

Creating an Envelope Numbers Report

Do one of the following:
- To create an envelope number report for families, click Family List.
- To create an envelope number report for members, click Member List.

If necessary, select the organization from the Organization List.
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.

Click Quick Reports → 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.

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

Envelope Numbers Report Example

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

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

To search for registered, Do the following:
- From Membership dropdown list, select Registered.
- From the Family Group dropdown list, select Inactive.
- Click Apply.

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

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.