Uninvolved Families Report

The uninvolved families report can look at attendance data, contribution data and group membership data to determine who is “uninvolved”.

To run this report:

1. Expand the People menu.
2. Click on Reports.
3. Highlight Uninvolved Families.
4. Click on the Criteria tab.
5. Mark the box for Hasn’t Given if you’d like to use contributions as your “uninvolved” criteria. Enter the date that they haven’t given since.
6. Mark the box for Hasn’t Attended if you’d like to use attendance as your “uninvolved” criteria. Enter the date that they haven’t attended since.
7. Mark the box for Not Active Member of a Group if you’d like to consider group membership as your “uninvolved” criteria.

8. Choose your Run For criteria. Do you want to evaluate everyone in the database or just look at certain associations, groups or keywords?
9. On the Columns tab, choose the fields you’d like on the report. Double click on the field name to move it to the selected column.
10. In the lower right of the Columns tab, you can choose your output format.
11. 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.