This topic provides a quick reference for the elements on the Label/List Reports page, including links, buttons, input controls, and navigational components. As a quick reference, the topic provides short but useful summaries and descriptions of each element on the page, helping you understand its specific function and the tasks you can use it for.
Overview of the Label/List Reports Page
The Label/List Reports page gives you access to reports that pertain to the creation of lists and labels for your organization's religious education program.
Types of Reports
Birthday
A printable list of students and/or volunteers matching your filter criteria. The report lists each individual's birthdate and age.
For instructions on creating this report, go to Generate a Birthday List of Students.
Mailing Labels
Printable family or member mailing labels for students and/or volunteers matching your filter criteria. Provides settings to customize name formats. Prints one mailing label per family. Works with Avery 5160 address label template.
For instructions on creating mailing labels, go to How to Create Mailing Labels.
Name Tags
Printable name tags for students and/or volunteers matching your filter criteria. Provides settings to customize name formats. Prints one name tag per individual. Works with Avery 5395 name tag template.
For instructions on creating this report, go to Create Name Tags.
Parents
A printable list of students and/or volunteers matching your filter criteria who are enrolled in your religious education program. The report includes the full names of parents and/or guardians and provides their contact information.
For instructions on creating this report, go to Create a Parent Contact List.
Permanent Records
A printable record of all the religious education classes each student has taken, matching your filter criteria.
For instructions on creating this report, go to Generate a Permanent Record Report.
Sacraments (Students)
A printable list of students matching your filter criteria that shows their completion status for each of the following sacraments: Baptism, Eucharist, Reconciliation, and Confirmation. The report includes each student's date of birth, age, grade, and dates when sacraments were completed.
For instructions on creating this report, go to Create a List of Students' Sacraments.
Report Filters
Sometimes you want to build a report that focuses on specific portions of your data rather than all your data. For example, you may want to limit the report to students in a specific term, class, or department. Applying filters lets you zero in on the data you want to see. If desired, you can then print the report with just that data.
The Label/List report filters are listed below.
Term
This dropdown list contains all of the terms created for your organization's Religious Education programs. For a description of this filter, go to Term.
People
This dropdown list lets you select the type of people to include in a Label or List report. For a description of this filter, go to People.
Order By
This dropdown lists options that enable you to control the sort order of the report contents. For descriptions of the settings, go to Order By filter.
Class Filter
These options let you select the category you want to filter on. By default, the filter is set to All Classes in Term. For descriptions of the settings, go to Classes filter.
Grade
This is a secondary filter. It depends on the selection made for the Classes Filter (see the previous entry). For descriptions of the settings, go to Grade.
Session
This is a secondary filter. It depends on the selection made for the Classes Filter (see the earlier entry). For descriptions of the settings, go to Sessions.
Department
This is a secondary filter. It depends on the selection made for the Classes Filter (see the earlier entry). For descriptions of the settings, go to Department.
Classes
This is a secondary filter. It depends on the selection made for the Classes Filter (see the earlier entry). For descriptions of the settings, go to Class.
Label Format
This dropdown list contains settings you can select to specify how names should display on mailing labels. For descriptions of the settings, go to Family Mailing Label Format.
Name Tag Format
This dropdown list contains settings you can select to specify the format of the individual's name on the name tags. For descriptions of the settings, go to Name Tag.
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