Don't miss our Annual CDM+ User Conference Early Bird Pricing! Offer Ends July 31st. Click here to learn more!
Membership

Individual by Age Report

Open Individual Custom Listing and Export Report
Reports > Membership Reports > Listing and Exports > Individual Custom Listing and Export

  1. Click on Advanced Search
    worddav77e1b697302732b6b4d4ec69fc6d1165.png

  2. Select Match the Advanced Search only radio button, then

  3. Click Configure Advanced Search

    worddavedead783f5c1d5df1e5e8570231f4593.png

  4. Setup a Primary Search for Age is greater than or equal to 'lowest age' AND Age is less than or equal to 'highest age'

  5. Then, click OK

    2022-09-07_16-39-04.png

  6. Click Columns from the sidebar.

    2022-09-07_16-39-16.png

  7. Click the plus sign  plus  beside the Set name.

    2022-09-07_16-40-46.png

  8. Give the set a description.

  9. Click OK

    2022-09-07_16-41-52.png

  10. Go through the fields and find 'Full Address Name' and double-click it to move it to the next column.

    2022-09-07_16-42-20.png

  11. Select the 'Full Address Name' field under Fields in Set column, then enter a Custom Name for the field and set the desired parameters.

    1. Custom Name set to 'Parent's Name'

    2. Address Name Field: set to 'Salutation'

    3. Put a check in 'Last Name First' checkbox.

      2022-09-07_16-42-50.png

  12. Move the fields you wish to display on your report into the Fields in Set column, then close the window.

    2022-09-07_16-44-33.png

  13. To sort this report, click on Configure Sorts and Totals at the bottom of the fields list.

    2022-09-07_16-44-51.png

  14. Select the field you wish to sort on from the first drop-down. We are going to sort by Address Last Name. When done, click Save.

    2022-09-07_16-45-20.png

  15. You can also give the report a unique title by adding it in the 'Report Title' field at the top-center of the window.

  16. Once, you have other options like Format, Page Setup, add Logo, and Load/Save the report.

  17. You are now ready to print your report. You have many options, from left to right.

    1. Print to a printer

    2. Print to PDF

    3. Print to Clipboard (Copy/Paste)

    4. Export to CSV

    5. Open in Numbers (if installed on a macOS computer)

    6. Open in Excel (if installed on macOS or Windows computers)

    7. Print to Screen, or

    8. You can refresh the window and display the report within the report window.


2022-09-07_16-50-58.png