Report on Deceased

[lorenewitte]

I want to print a report of Deceased members beginning 01-01-2000 to present. It isn't picking up all the people I know should be on the list. It picks up a person from Jan, 2015 but not Dec, 2014 or not two from this week. I have checked that they are marked "deceased". Why isn't the report complete?

[NeilZ]

I want to print a report of Deceased members beginning 01-01-2000 to present. It isn't picking up all the people I know should be on the list. It picks up a person from Jan, 2015 but not Dec, 2014 or not two from this week. I have checked that they are marked "deceased". Why isn't the report complete?

Many times, after the end of the year, the Include in Membership Reports checkbox on the Mailing List Profile has been unchecked. In other cases, there is no date listed for the loss, or the personal profile was never marked as deceased.

As you can see, there are a lot of variables. I would simply run a Selected Profiles report, using the Personal Status code of Deceased to see what comes up. If you have names missing, I would then check those Mailing List & Personal Profile records to see what is or is not set.

Of course, if names show up you're NOT expecting, you'd want to do the same there.

[lorenewitte]

Neil

I have done what you mentioned. I do not have include in membership reports checked. But that is unchecked on all the names that are currently checked.

I want to print a report of Deceased members beginning 01-01-2000 to present. It isn't picking up all the




people I know should be on the list. It picks up a person from Jan, 2015 but not Dec, 2014 or not two from this week. I have checked that they are marked "deceased". Why isn't the report complete?

Many times, after the end of the year, the Include in Membership Reports checkbox on the Mailing List Profile has been unchecked. In other cases, there is no date listed for the loss, or the personal profile was never marked as deceased.

As you can see, there are a lot of variables. I would simply run a Selected Profiles report, using the Personal Status code of Deceased to see what comes up. If you have names missing, I would then check those Mailing List & Personal Profile records to see what is or is not set.

Of course, if names show up you're NOT expecting, you'd want to do the same there.

[NeilZ]

Neil

I have done what you mentioned. I do not have include in membership reports checked. But that is unchecked on all the names that are currently checked.

As I mentioned in the Custom Report topic, you didn't mention here that you were trying to create a Custom Report. Custom Reports bypass the usual system flags such as the 'include in Membership Reports'.

That said, have you tried using the built-in Selected Profiles report to see what you pull up ??

[lorenewitte]

Neil

I misspoke. I did the selected reports. Not a custom.

[NeilZ]

Neil

I misspoke. I did the selected reports. Not a custom.

OK .. in that case they do need to have that checkbox checked to show up in the standard reports. Have you checked to see if they are marked as deceased in the personal profiles? Some of the mailing list profiles may need to be setup on deceased if there's only one member profile.

That said, which Standard Reports have you run? Are you using Mailing List reports, or Personal Profile reports?