You can select which records to include in your report. In the Reports wizard, the Selection window displays tabs that relate to the report you selected. On the tabs, you can select a group of records based on certain conditions.
You can sort your data and include active/inactive records in your report.
Select families to include in your report. This is available with family and financial reports, but not member reports.
To select families
If you select Include Families with ID/Envelope Numbers, enter the ID/Env Number(s).
Separate IDs using a comma, such as "1, 2, 10, 30, 100". You can also enter a series of IDs separated by a colon, such as "30:100".
Select members to include in the report. This tab is available with member reports only.
To select members
Select families who have balances past due. You can search up to five categories, and you can set a minimum balance due based on the categories.
To select delinquent accounts
If you created EZ-Mail lists and selected the EZ-Mail sortation option, this tab displays. This is available with label, envelope, letter, and list reports.
Select All Trays and Pieces to include all the trays and pieces included when you built your EZ-Mail list. Click Range of Trays and Pieces, and select a start and end range of pieces from the drop-down lists to include only those pieces in your report.
Use the Additional Selections tab to create a specific set of criteria for a report. The fields and values available depend on the type of report you selected. You can filter your list of report criteria to a very specific level, for example:
Practice using the Additional Selections tab to learn more about how to use it efficiently. Right-click field names to see a description.
Some relationships are not available for certain fields such as remarks.
As you add conditions on the Additional Selections tab, a numbered button displays beside the statement. When you click the numbered oval, the following options are available: