Create a Custom List of Members for Export

Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

Navigate to Family Directory > Member List: 

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Choose the members you want to include in your list:

 

Choose one of the following methods:

    • Individually select the names members from the Member List page. (Use the page buttons to advance through the list.)
    • Apply the basic or advanced filter to the Member List page to narrow down your list to a select group of members.

Once you have members chosen, select the Quick Reports menu, select Member List:

 

The list of members is displayed in the Report Viewer pop up window: 

Updated

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