How to create a custom church direstory?

mikeboarts · Post by **mikeboarts** » Wed Jan 28, 2009 10:52 am

How do I create a custom church directory?

NeilZ · Post by **NeilZ** » Wed Jan 28, 2009 11:46 am

mikeboarts wrote:How do I create a custom church directory?

I did a search in the Knowledgeabase and found this:

http://www.powerchurch.com/support/answ ... icle_id=25

Hope this helps.

mikeboarts · Post by **mikeboarts** » Wed Jan 28, 2009 3:03 pm

Thank you.

mikeboarts · Post by **mikeboarts** » Thu Jan 29, 2009 6:12 pm

Is there a list of field codes anywhere for making the custom report?

NeilZ · Post by **NeilZ** » Thu Jan 29, 2009 11:33 pm

mikeboarts wrote:Is there a list of field codes anywhere for making the custom report?

Which field codes are you talking about? Most of the names listed in the article I mentioned are the standard names used in the system.

mikeboarts · Post by **mikeboarts** » Fri Jan 30, 2009 8:44 am

I am looking for Sunday school, church membership status, code 1 classification, and others like that.

Post by **Jeff** » Fri Jan 30, 2009 12:06 pm

I am assuming that your Sunday School is setup in Activities & Skills. In order to include that information, you would have to create the report in Activities & Skills. Or have you used a code in Personal Profiles for their sunday school class?

Are you trying to create a directory for a class, or do you want to list which class someone attends on a church wide directory? If you want to include what sunday school class someone is in on a church wide directory, you are going to run into a problem with the custom reports.

If you goto activities & skills and include the Sunday School class, only those people enrolled in Sunday School will appear in the directory. Anybody not in a sunday school class will not appear in the directory.

In order to get the names of fields you have included, use the expression builder, the list box on the bottom left should have a list of fields in the output cursor.

mikeboarts · Post by **mikeboarts** » Fri Jan 30, 2009 12:21 pm

I want to create a church wide directory that shows which Sunday school class each person is in along with their general information.

Post by **Jeff** » Fri Jan 30, 2009 2:14 pm

If your classes are in Activities & Skills (SK), this probably isn't going to be easily doable. To include SK information you would need to create the report from activities & skills. If you do this, only people who have SK information will be on the report.

There is 2 ways around this. The first would be to create a dummy activity in SK and add everyone to this dummy activity. This would then get their information into activities & skills so they would be included on the report. The downside of this method is it makes the custom report more complex and you have to remember to mass add everyone to this dummy activity before you print your report.

The second method would be to use a code in Personal Profiles for their sunday school class. This would make the report easier to create, but could make updating sunday school classes harder because you would have to update activities & personal profiles when they changed classes.

mikeboarts · Post by **mikeboarts** » Tue Feb 03, 2009 2:52 pm

The second option is what I want to do. I already have them in the classes. My problem is getting that into my custom report. I don't know what code to type in the report to get them to show. Or other facts like their membership status. I am looking for a list of code that I type into the report like "nameline" "address" etc.

Post by **Jeff** » Tue Feb 03, 2009 3:23 pm

You include those fields in the Select Fields to show in Query Step. This includes them in the output cursor. If you are including a lot of fields in the output cursor, you may need to manually add them to the report layout. To do that they will be listed in the expression builder.

mikeboarts · Post by **mikeboarts** » Tue Feb 03, 2009 3:53 pm

I am not finding them in the expression building.

Post by **Jeff** » Tue Feb 03, 2009 4:52 pm

Are you not seeing it when you go here:

mikeboarts · Post by **mikeboarts** » Wed Feb 04, 2009 5:58 pm

That is correct, I am not seeing anything listed in the fields window. I can type them in if I know what their name is. But I am not able to just click on them because they are not there.

You are being so helpful, I really appreciate it.

Post by **Jeff** » Wed Feb 04, 2009 6:03 pm

What version of PowerChurch are you using and have you installed the latest MR?

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