PSDio Admin- Family Merge: How to Create a Report That Shows Merged Records

How to Create a Report That Shows Merged Records

After a merge is performed, you should carefully review the results to make sure the changes made are correct. In ConnectNow, the Merge Family report provides detailed results about the outcome of every merge. In the Duplicate Checker desktop application, the Family/Member Duplicate Merge Log report provides the same information. This topic shows you how to create these reports.


Merge Family Report

Family/Member Duplicate Merge Log Report

Merge Family Report

  1. Click . Then, select the Merge Family Report option.

The Merge Family Report page is displayed.

  1. Set the date range filters by doing one of the following:
  • Specify a specific date range. In the Start Date and End Date fields, click  and select the desired date from the calendar. Alternatively, type a date in each field.
  • Specify no date range. Leave the Start Date and End Date fields blank.
  • Specify a start date only. In the Start Date field, click  and select the desired date from the calendar. Alternatively, type a date in the field. Then, leave the End Date field blank.
  • Specify an end date only. Leave the Start Date field blank. Then, in the End Date field, click  and select the desired date from the calendar. Alternatively, type a date in the field.
  1. Select one of these print options:
  • All (the default): for the date range specified, generates a report that includes all merged records.
  • Printed: for the date range specified, generates a report that includes only those merged records that were previously printed.
  • Unprinted: for the date range specified, generates a report that includes only those merged records that were not previously printed.
  1. To view the report, click .

The report opens in the Report Viewer. The report shows the records merged during the specified date range. Among the details included are the names and addresses of the permanent and duplicate families, the source and owner organization IDs, the specific action taken (that is, merged or added) and the date the action was completed.

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Family/Member Duplicate Merge Log Report

In the Duplicate Checker desktop application, the Family/Member Duplicate Merge Log report provides detailed results about the outcome of every merge. You can find instructions for printing this log report in Duplicate Checker User Guide for Dioceses. The guide is available from the About menu in the Duplicate Checker application.

  

Related Topics

How to Merge Duplicate Family Records

How to Print, View, and Save Reports

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