Significant Date Report

The significant dates report will outline people who have an anniversary of a significant event during the selected timeframe. The default report includes the name, address, and event type and date.

To run this report:

1. Expand the People menu.
2. Click on Reports.
3. Highlight Significant Dates report.
4. On the criteria tab, select the timeframe for the significant date that you’d like to include in the report. Do you want to see all folks that have had a significant event anniversary next week, this week, a specific month or this year?
5. Select who you’d like to consider for the report. Do you only want to list people who are of a certain association, in a certain group or everyone in your database?
6. On the columns tab, select the fields you’d like displayed on the report. Double click on a field name to move it to the selected column.
7. In the lower right section of the columns tab, choose your output format.
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 of 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.