Envelope number reports list the envelope numbers for families and members in the selected organization who indicate they want to receive contribution envelopes. Two report types are available: "full" and "filtered." This topic explains the differences between the two and shows you how to generate each type.

Overview

ParishSOFT Family Directory features two types of envelope reports:

• Full Envelope Numbers report
• Filtered Envelope Numbers report

Both reports list the envelope numbers assigned to families and members who have indicated in their family records that they want to receive contribution envelopes. A "full" report lists all families or all members who want to receive contribution envelopes. This report is a master list of names and envelope numbers assigned to those who want contribution envelopes. A "filtered" report, as the name implies, contains specific records. To generate this type of report, you apply filters to obtain a specific list (for example, a list of numbers assigned to registered and inactive families, or to retired members).

Both reports can be used to verify envelope number assignments. They can also be sent to your envelope vendor, who can use the information to print numbered contribution envelopes. Because the report contains mailing names and addresses, the vendor can ship the envelopes directly to families and members on your lists.

Send Contrib. Env. Checkbox and Envelope # Field 

In every family record, there is a checkbox labeled Send Contrib. Env (see illustration below). If a family wants to receive contribution envelopes, this checkbox is selected (checked). Both the "full" and "filtered" envelope numbers reports use this checkbox control. When you generate either report, the system checks whether the checkbox is selected. Only if it is selected can a family or member be included in the "full" and "filtered" reports.

In addition to verifying that the Send Contrib. Env. checkbox is selected, the system looks at the value in the Envelope # field in the family record. As shown in the illustration below, the value in this field must be greater than or equal to 1 for a family or member to be included in the reports.  

Quick Reports Menu

The Filtered Envelope Numbers and Full Envelope Numbers reports appear as options on the Quick Reports menu. A Quick Reports menu is located on the Family List and Member List pages.

When you generate envelope numbers reports from the Family List page, the reports use Family List data. When you generate the reports from the Member List page, they use Member List data.

Creating a Full Envelope Numbers Report

To create a list of all families or all members who want to receive envelope numbers:

1. Do one of the following:
   • Navigate to the Family List page.
   • Navigate to the Member List page.
2. In the toolbar, click .
3. From the displayed menu, select the Full Envelope Numbers option.

The Full Envelope Numbers report opens in the Report Viewer. The records in the report are sorted in ascending order by envelope number.

For instructions on printing, saving, or exporting the report to a .csv file, go to View, Print, and Save Reports.

Full Envelope Numbers Report Example

The following illustration shows you an example of the Full Envelope Numbers report. The report was generated from the Family List page, so it includes the names of all families in the selected organization who want to receive contribution envelopes (families having the Send Contrib. Env. checkbox selected).

The records in the report are sorted in ascending order by envelope number. Each record occupies a row. The columns show the following information: assigned envelope number, last name and first name, mailing name, and mailing address information.

Creating a Filtered Envelope Numbers Report

This report lets you apply filters to obtain a list of envelope numbers assigned to specific types of families or members.

1. Do one of the following:
   • Navigate to the Family List page.
   • Navigate to the Member List page.
2. Apply filters to the list. To do this, complete the following:
   • On the toolbar, click (Advanced Filter) to open the advanced filter window.
   • Select your filter criteria.
   • Click .
3. Click .
4. From the displayed menu, select Filtered Envelope Numbers.

By default, the records in the generated report are sorted in ascending order on the Envelope # column. To sort the records by a different column, select the desired column in the grid. Be sure to also select the desired sort order (ascending or descending).

The Filtered Envelope Numbers report opens in the Report Viewer. The families or members listed in the report match your filter criteria and also have the Send Contrib. Env. checkbox selected. Records are sorted on the column you selected in the grid.

In most cases, the report shows fewer records than the grid does. This is because the grid shows only records that match your filter criteria. The report shows records that both match your filter criteria and have the Send Contrib. Env. checkbox selected.

For instructions on printing, saving, or exporting the report to a .csv file, go to How to Print, View, and Save Reports.

Filtered Envelope Numbers Report Example

Suppose you want to create an envelope numbers report that shows only registered, active families. To create this report:

1. Do one of the following:
   1. Navigate to the Family List page.
   2. Navigate to the Member List page.
2. Apply filters to the list. To do this, complete the following:
   • On the toolbar, click (Advanced Filter) to open the advanced filter window.
   • To limit the report to registered families, select Registered from the Membership dropdown list.
   • To limit the report to active families, select active from the Family Group dropdown list.
   • Click .
   • You return to the Family List. The only records in the grid are those matching the filter selections: registered, inactive families.
3. Click .
   • By default, the information in the generated report is sorted in ascending order on the Envelope # column. To sort the records in the report in descending order by the family's last name, click the Family column header twice. This icon appears in the Family column header to indicate the sort direction.
4. Select Filtered Envelope Numbers from the Quick Report.

The report opens in the Report Viewer. The families listed in the report are those that match your filter criteria and also have the Send Contrib. Env. checkbox selected.

In most cases, the report shows fewer records than the grid does. This is because the grid shows only records that match your filter criteria. The report shows records that both match your filter criteria and have the Send Contrib. Env. checkbox selected.

For instructions on printing, saving, or exporting the report to a .csv file, go to How to Print, View, and Save Reports.

Following is an example of a Filtered Envelope Numbers report. The records in the report are sorted in descending order by last name. Each record occupies a row. The columns show the following information: assigned envelope number, last name and first name, mailing name, and mailing address information.

Updated October 29, 2025 14:44