QUICK TIPS
Custom Member List Report

You can build your own custom report in the Member Tracking System by using the Custom Member List.  Use the Universal Selection Engine to choose the set of members you want, then use the Custom report builder to create your report up to 7 columns.

Follow the steps below to build your new reports:

1. Go to the main menu.  Click on reports.

2. Click on Custom Member list, located at the bottom-right corner of your screen. This will take you to the Universal Selection Engine.  Select the criteria you wish to include in your report.

3. Click on continue.  In the new custom screen, click on Add Report near the bottom. This will clear all fields on your report. 

4. Near the top of the screen, type the new name of your custom report in the Report Name text box.

5. Type in a Report Heading that will appear at the top of your report.

6. Under Column Heading, select the first column you want to appear on your report.  You can select any field you want from the pull-down menu.  NOTE: The any custom fields you create will appear in your selection list.

7. Choose Ascending or Descending from the pull-down menu on the field you wish to sort by.  Leave this option blank for all other fields.

8. Repeat step 6 for each additional field

9.Once completed, choose the paper orientation/size for printing.

10. Click preview to review your report then print to complete it.  Your new report will be automatically added to the database.  next time you open Member Tracking, you will be able to find your new report in the Find By drop-down menu.  NOTE: Over a period of time, you can build numerous reports, which can prove to be valuable in the future.

Examples:

Let's say today, you want a report with member name, age, gender, and ethnicity list.  Tomorrow, you want a member name, address, city, telephone and school list.

Each of these reports and hundreds more can be created using the steps above and they are always saved in your program. 

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Email: email@visioncps.com 
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