Filtering your Family List by registration date allows you to quickly identify families within a specific time frame and take targeted actions. Once the filter is applied, you can communicate with these families, export their information, or generate reports—all from the Family Directory. This article explains how to apply a registration date filter and outlines the options available for emailing, exporting, mail merging, and creating quick reports.
- Go into Family Directory > Family List.
- Click on the funnel icon to filter your list:
- Select Advanced Options
- Click the check box for Registration Date
- Insert the desired dates and then click apply
You can then:
- Send an email to all of them using the email icon (envelope with a pen in front of it).
- Export this list to a CSV document by clicking on the icon that looks like an Excel icon.
- Do a Mail Merge by clicking on the mail merge icon (looks like two pieces of mail).
- Generate one of several quick reports by clicking the Quick Reports button. Choose Family List for a simple, well-formatted list of the families. You can also generate Family Mailing Labels or a list of all families with Envelope Numbers.
Updated