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Listing Individuals in custom reports
Posted: Wed Mar 15, 2017 2:44 pm
by Turning Point
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.
Re: Listing Individuals in custom reports
Posted: Wed Mar 15, 2017 2:50 pm
by NeilZ
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 ??