User Support Forum

PC+ 10.4 with 07/07/2008 MR
Windows XP

When I run the "All Families by Mailing Category" report, the list of available categories contains 6 items (plus <None>).

However, there are 9 categories defined, as reported by both Maintain Family Mailing List Codes and the "Defined Custom Codes" report.

Any suggestions as to what is going on here? (As in, what am I doing wrong? )

Is there any other way (other than creating a custom report, which I am not inclined to do ) to list non-members with a specific mailing category?

Thanks,
Eden

P.S. I reindexed and got the same results.

Eden Whitehead wrote:PC+ 10.4 with 07/07/2008 MR
Windows XP

When I run the "All Families by Mailing Category" report, the list of available categories contains 6 items (plus <None>).

However, there are 9 categories defined, as reported by both Maintain Family Mailing List Codes and the "Defined Custom Codes" report.

Any suggestions as to what is going on here? (As in, what am I doing wrong? )

Is there any other way (other than creating a custom report, which I am not inclined to do ) to list non-members with a specific mailing category?

Thanks,
Eden

P.S. I reindexed and got the same results.

Since this is probably tied in to the question you had in another thread, I would say that its because the families in those categories do not have the 'include in membership reports' checked.

This checkbox should be checked for all people you want to be able to pull data on, whether members or not. The only time I have this unchecked is when people have moved, and are no longer members, but we need to keep the data around for certain reasons.

NeilZ wrote:...I would say that its because the families in those categories do not have the 'include in membership reports' checked.

This checkbox should be checked for all people you want to be able to pull data on, whether members or not. The only time I have this unchecked is when people have moved, and are no longer members, but we need to keep the data around for certain reasons.

Thank you, Neil, for your prompt answer.

I suspected this was the case. I have to say, though, that this behavior of PC+ is counter-intuitive to me.

Two of the categories in question are "Pulpit Supply" (preachers in the area who are available to fill the pulpit when the pastor is away) and "Sister Church." Why would I want to include these individuals/entities in any report about the membership of this church?

Maybe the box should be re-labeled to something like "Active Record."

Anyway, I appreciate your helpful input. You are a blessing to this forum.

Eden

Eden Whitehead wrote:

NeilZ wrote:...I would say that its because the families in those categories do not have the 'include in membership reports' checked.

This checkbox should be checked for all people you want to be able to pull data on, whether members or not. The only time I have this unchecked is when people have moved, and are no longer members, but we need to keep the data around for certain reasons.

Thank you, Neil, for your prompt answer.

I suspected this was the case. I have to say, though, that this behavior of PC+ is counter-intuitive to me.

Two of the categories in question are "Pulpit Supply" (preachers in the area who are available to fill the pulpit when the pastor is away) and "Sister Church." Why would I want to include these individuals/entities in any report about the membership of this church?

Maybe the box should be re-labeled to something like "Active Record."

Anyway, I appreciate your helpful input. You are a blessing to this forum.

Eden

I think the idea is that because the demographic data is listed under the Membership Module, all the reports are classifed as Membership Reports.

So, while the people listed under the Mailing List, and Personal Profiles may not all be members, all the data could be accessed by a membership report. You could have an Active Record but not want it pulled up in reports. As I mentioned previously, you may have an active record that is updated due to the person having previously given to the church, but has moved and joined a church at their new locaiton. However, you still need to be able to send them a Contribution Report or keep the data for historical or IRS purposes.

Neil, thank you once again. You are a treasure trove of knowledge and wisdom!

Eden (the signature says it all....)

NeilZ wrote: The only time I have this unchecked is when people have moved, and are no longer members, but we need to keep the data around for certain reasons.

Still learning.... and leaning on your support....

Would you uncheck the 'include in membership reports' box when a member is deceased (i.e., after sending the final contributions statement?

Eden Whitehead wrote:

NeilZ wrote: The only time I have this unchecked is when people have moved, and are no longer members, but we need to keep the data around for certain reasons.

Still learning.... and leaning on your support....

Would you uncheck the 'include in membership reports' box when a member is deceased (i.e., after sending the final contributions statement?

Yes I would, as you still need to hold on to that data for the estate in case its needed.