Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
In the Families module, navigate to Family Directory > Reports:
The software directs to the Family Reports screen.
Under the Select Report > Report Type select Census.
Under Report select Life Events.
The Select Date Range section:
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- If you want to filter for a specific date range, check the Start Date and/or End Date boxes and enter dates.
- You can leave either date blank if you want to search for all events before or after a specific date.
- You can leave both dates blank if you want to search for every event that has ever been recorded.
Filter the report for Membership criteria such as Registration, Family Group, and Member Status and for Student Status to filter by Term and Grade.
Mark the Event Categories on which you want to report. This will then populate the Events options. Select all that you want to see in the report.
Choose to Group by Person or Group by Event.
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- Group by Person will generate an alphabetical list of members with events in the date range, showing details for all their events.
- Group by Event will generate a list of each event, with details for the members who have event records.
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