Generating Reports by "Notes" in Personal Profiles

[officelvpc]

Hi All,

We're on the hunt for a new treasurer and want to run a report where we can see all of our members' occupations. Then we'll know who might be a good person to ask to come on board.

Currently we have one of the "Notes" fields in Personal Profiles set to Occupation (see images below). Is there any way to run a report by Personal Status and Notes (e.g. Members and Note 1)?

If not, do you all have any suggestions to make Occupation searchable in such a way going forward?

Thanks for all your help in advance!

[NeilZ]

You can do this by creating a Custom Report in Personal Profiles.

You'll even find that the "Occupation" field is shown as 'Occupation' in the list of fields to use as a filter.

There's even a Knowledge Base article that can show you how to do this:

https://www.powerchurch.com/support/133 ... occupation

[officelvpc]

Perfect! Thank you so much for the reply NeilZ!