PSFS Family Directory - Family List: How to create mailing labels for all families that have an Envelope Number of 0 or null using IQ

How to create mailing labels for all families that have an Envelope Number of 0 or null using IQ

There is not a way to get this report unless your organization owns IQ.

To get an excel spreadsheet with the required information to create mailing labels, or to create a family workgroup then generate Family Workgroup Mailing Labels, take the following steps: (to see an image of the whole IQ screen, look at #4)

  1. Click the IQ tab.
  2. In the Column Picker section, build your Results Columns with the following fields found under Families: Mailing Name, Home Address (1-3), City, State, Postal Code. Simply find the fields in column picker and drag them to Result Columns.
    Results_Column.png
  3. In the Query Conditions section, drag the following fields from the picker under Families: Envelope Number, Is Registered, Family Group Name. Once you have populated the Query Conditions section, update the operators and value fields as shown in the image.
    Results_Column.png
  4. The final IQ Query should look very similar to this.
    Results_Column.png
  5. To get a sample of the output, you may select the Execute Query option below the Query Builder.
    Query_Results.png Once you are satisfied your query will give you the fields you need, it may be a good idea to save your query.
    Save_as.png
  6. You can use your query to do many things:
    • From this query Create a Family Workgroup, then generate Family Workgroup Mailing Labels.  
    • You may click the Query Results option and select Export to CSV as shown in the image above under #5.
    • You may also click the Query Results option and choose from any of the other options listed as shown in #5 above.

 

 

 

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