Listing Individuals in custom reports

Postby Turning Point » Wed Mar 15, 2017 1:44 pm

Is there anyway to get PC to list individuals rather than just families? We want a list of each individual with their emails and cell phone numbers but PC keeps just listing the head of household.

Thanks.
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Re: Listing Individuals in custom reports

Postby NeilZ » Wed Mar 15, 2017 1:50 pm

Turning Point wrote:Is there anyway to get PC to list individuals rather than just families? We want a list of each individual with their emails and cell phone numbers but PC keeps just listing the head of household.

Thanks.


There is a standard report that covers this under Personal Profiles:

the Selected Names, Addresses, Phones report can be adjusted to just show emails and cell phones

But if you want to create a custom report, make sure you're under the Personal Profiles module when you select the Other Output -> Custom Reports menu item.

This area will allow you to select individual's information.

One question however ... what are the personal profile STATUS codes you're selecting from? Member only ? Member and Family members ??

Neil Zampella

Using PC+ since 1999.
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