Generating a Family List report is a quick way to review or share family information from your directory. Whether you need a complete list of all families or a customized selection, the Quick Reports feature makes it easy to create, view, and export reports in multiple formats. This article explains how to select families, generate a Family List report, and save it as a PDF or Excel file for your records.
- Go into the Family Directory → Family List.
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Select the families you want to print on the list.
- If you want to print all of the families, select the box to the left of the column header that says Family at the top.
- Otherwise, you may select each family you want to include by marking the box directly to the left of each Family name.
- Follow the link for additional information on selecting families using advanced filters.
- Click the green button labeled Quick Reports on the right side of the screen. This will open a drop-down menu.
- Click the Family List tab.
- When the report is generated, you may save it as a PDF file by selecting PDF at the top of the screen and choosing the save icon.
- You can also save the report as an Excel spreadsheet (XLS or CSV). Choose one from the drop-down and click on the save icon.
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