My Reports

My Reports is a great way to build custom reports. You select who you’d like included in the report and what information should be listed in the report. These reports can be saved. To create one, do the following:

1. From the Reports window, select My Reports.
2. On the Criteria tab, select who to include on the report. The Run For drop down allows you to select Everyone, Associations, Groups, Keywords etc.
3. Once you’ve chosen your Run For category, choose the specific values. For example, if you want a list of all your Members and Regular Attenders, you would choose to Run For Associations. Then you would click over Members and Regular Attenders to the Selected column.
4. From the Columns tab, select the information or data you’d like included on the report. Double click on a field name to move it to the Selected column.
5. To sort on a certain value, double click on the field from the Selected column to move it to the Sort column.
6. In the lower right section, choose to list individuals or families. If you choose families only one line per family will be listed.
7. Choose your output format. Do you want to create a csv or text file or would you like to view the report to print it.
8. Click GENERATE to run the report.

If you chose to print/spreadsheet the report, the results are displayed in the main section of the Report Output Window. Use the scroll bars on the bottom and to the right of the report to scroll up and down; left and right. On the right side of the Report Output Window are actions that can be performed for the report.

1. Click on PAGE SETUP to set your printer and paper size and orientation.
2. Click on PREVIEW to preview the output. Do not send the report to the printer from this preview window, it will only send the first page to the printer.
3. To change fonts, column sizes etc., click CUSTOMIZE. The report will be displayed in 4D View, Roll Call’s spreadsheet program. Make your modifications here.
4. Click on PRINT to send the report to the printer.
5. Click ZOOM IN to make the font in the report larger on your screen.
6. Click ZOOM OUT to make the report font smaller on your screen.
7. To save the report as a tab delimited file or html document, click SAVE. Enter the location and name of the file to be saved.
8. Click SAVE SET to save the list of people for use later within Roll Call.
9. Click CREATE LABELS to create address labels (3 across 10 down size) for this list of people.
10. Click WRITE LETTER, to compose a mail merge letter to this list of people.
11. Click EMAIL to send an email to this list people or to email the report to another individual. If you choose Email people, it will send the email to everyone listed in the report.