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Unknown birthdays
Posted: Tue Jan 23, 2018 4:14 pm
by dcc
Is there a report that can tell me who does not have a birthday on their profile?
Re: Unknown birthdays
Posted: Tue Jan 23, 2018 8:02 pm
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.
Re: Unknown birthdays
Posted: Wed Jan 24, 2018 9:21 am
by dcc
Thank you for your prompt reply. I never got the hang of custom reports, so if anyone has created one, please share.
Re: Unknown birthdays
Posted: Wed Jan 24, 2018 9:36 am
by Zorak
- Go to Membership > Personal Profiles > Other Output > Custom Reports.
- Give the report a title like "missing birthdays".
- When it starts the query builder:
- STEP 1: Pick a Field, choose Birth Date
- STEP 2: Is missing a date
- Click Done.
- Do you want to run this query now? Yes
- Picking output fields: Click OK then double click the "Last Name, First Name" field.
- Click Done.
- Click Run Query.
Now you have made the custom report you need!
Re: Unknown birthdays
Posted: Wed Jan 24, 2018 9:52 am
by dcc
You are AWESOME!! One question though. Is there a way to print the report?
Re: Unknown birthdays
Posted: Wed Jan 24, 2018 10:33 am
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!