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Generating Reports by "Notes" in Personal Profiles

Posted: Thu Jan 26, 2017 4:51 pm
by officelvpc
Hi All,

We're on the hunt for a new treasurer and want to run a report where we can see all of our members' occupations. Then we'll know who might be a good person to ask to come on board.

Currently we have one of the "Notes" fields in Personal Profiles set to Occupation (see images below). Is there any way to run a report by Personal Status and Notes (e.g. Members and Note 1)?

If not, do you all have any suggestions to make Occupation searchable in such a way going forward?

Thanks for all your help in advance!

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Re: Generating Reports by "Notes" in Personal Profiles

Posted: Thu Jan 26, 2017 7:07 pm
by NeilZ
You can do this by creating a Custom Report in Personal Profiles.

You'll even find that the "Occupation" field is shown as 'Occupation' in the list of fields to use as a filter.

There's even a Knowledge Base article that can show you how to do this:

https://www.powerchurch.com/support/133 ... occupation

Re: Generating Reports by "Notes" in Personal Profiles

Posted: Fri Jan 27, 2017 11:02 am
by officelvpc
Perfect! Thank you so much for the reply NeilZ!