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QUICK TIPS
Custom Staff
Report
This report will allow you to customize an
unlimited number of reports for your staff and/or volunteers.
1.
Open Member Tracking System.
2.
Click on Reports.
3.
Click on the Staff tab.
4.
Click on the Custom Staff/Volunteer Report.
5.
Click on the Add New Report button in the lower left hand corner.
6.
In the Report Name field, type in the name of the report you will be
creating which will be saved for easy retrieval in the future.
Examples: Staff Address and Phone list; Staff Employment Dates and
Positions. (This will be useful in the future when you want to pull
the report again.)
7.
Fill in the Report Title field (this field is optional).
8.
Check the box if you would like a Page Break the report by Unit.
9.
Select your first field in the “Fields available to add to report”
by double clicking on the field.
10.
Upon selection, the Field Configuration section will populate on the
right hand side of the screen. The standard properties will be
selected for default. You can select “Custom” and change the name
of the header, alignment, and width for your columns.
11.
Continue adding your fields and modifying the configurations as
needed for your custom report.
12. You
can use the black up and/or down arrows to change the order in which
the fields will be displayed on the report.
13. You
may need to change the Paper Orientation in the top right hand
corner if you are selecting more than 5 fields. The system will
notify you if the number of fields that you choose is too wide for
the Minimum Report Width at the bottom of the screen.
14.
When done adding your fields, click on the Next button.
15. You
may get a message that the fields you selected require more room
than available. As stated in the message, you may wish to Export to
Excel to assure all your fields are listed. If you do not want to
export, please remove some fields on the report by double clicking
on the field you do not want in the “Fields Selected for Report”
column.
16.
Select how you would like to sort your report.
17.
Click Next.
18.
Select the time frame for your report, whether for the entire
organization or a specific unit and whether to print Staff and
Volunteers/Staff Only/Volunteers Only.
19.
Click Next.
20.
Select whether to print All Types, or Specific Types of Staff and
whether to only print Staff/Volunteers that are in a selected
group.
21.
Click Next.
22.
Type in a Subtitle if needed.
23.
Select whether to Preview your report, Print, or Output to Excel.
NOTE: Click on the
Back button on any of the screens in order to go back to change a
selection.
NOTE: You can create
as many Custom Reports as you like.
Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com
Web Page: www.visioncps.com
Contents
Copyright ©2010 Vision Computer Programming Services, Inc.
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