Unknown birthdays

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dcc
Posts: 57
Joined: Wed Jul 21, 2004 10:08 am
Location: Diamondhead Community
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Unknown birthdays

Post by dcc »

Is there a report that can tell me who does not have a birthday on their profile?
Myra Z

NeilZ
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Re: Unknown birthdays

Post by NeilZ »

dcc wrote:Is there a report that can tell me who does not have a birthday on their profile?
No .. you'll have to create a custom report to do that.
Neil Zampella

Using PC+ since 1999.

dcc
Posts: 57
Joined: Wed Jul 21, 2004 10:08 am
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Re: Unknown birthdays

Post by dcc »

Thank you for your prompt reply. I never got the hang of custom reports, so if anyone has created one, please share.
Myra Z

Zorak
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Re: Unknown birthdays

Post by Zorak »

  1. Go to Membership > Personal Profiles > Other Output > Custom Reports.
  2. Give the report a title like "missing birthdays".
  3. When it starts the query builder:
    • STEP 1: Pick a Field, choose Birth Date
    • STEP 2: Is missing a date
  4. Click Done.
  5. Do you want to run this query now? Yes
  6. Picking output fields: Click OK then double click the "Last Name, First Name" field.
  7. Click Done.
  8. Click Run Query.
Now you have made the custom report you need!

dcc
Posts: 57
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Re: Unknown birthdays

Post by dcc »

You are AWESOME!! One question though. Is there a way to print the report?
Myra Z

dcc
Posts: 57
Joined: Wed Jul 21, 2004 10:08 am
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Re: Unknown birthdays

Post by dcc »

I realize I just didn't go far enough with the report and found where I can print it. Thank you so much! The custom report worked like a charm!
Myra Z

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