User Support Forum

Two questions:
1. The pastor is not a power church user, but needs to understand how to generate or read certain membership reports, and make them correlate with our Polity's membership records. How can I create and generate a report that will be useful for him using different codes?
2. Is there a way to create just a list of names per mailing category, without the address or phone number showing up in v. 11.5?

Thanks!

CherokeePC wrote:Two questions:
1. The pastor is not a power church user, but needs to understand how to generate or read certain membership reports, and make them correlate with our Polity's membership records. How can I create and generate a report that will be useful for him using different codes?
2. Is there a way to create just a list of names per mailing category, without the address or phone number showing up in v. 11.5?

Thanks!

1. I'm assuming that you need the end of year totals for the clerk of session report ?? What exactly would you want to see ?

2. The built in report includes all details, so I'm assuming that's not what you want. You'd have to create a Custom Report for this.