Custom Report Example - Personal Profile Labels w/ Phone Number

1. First you will need to define a query. Do this by going to: Membership > Personal Profiles > Other Output > Custom Reports. If you have never created a Custom Report in this module, PowerChurch will prompt you to enter a title for your query (otherwise click on the button labeled Add). Enter a title for this query and click OK.
2. Your next step is to build a filter that will select who will show in your output. To print labels for all profiles: From the Pick a Field tab, double-click on Profile Last Name. Next, choose the operator Is not empty. Click Done. Or, to print labels for selected profiles: From the Pick a Field window, double-click on Personal Status Code. Next, choose exactly matches. Finally, select the desired code such as Member. Click Done then Done again.
3. At this point you will be asked, "Do you want to run this query now?", click Yes. A dialog box will be shown that briefly describes how to use the Field Picker Dialog Box. After reading, click OK.
4. Next, select the fields that you want to print on your labels. Normally, you will select the following fields: First Name + Last Name, Address Line 1, City+State+Zip/Postal, Family Phone 1. To select, double-click on the field name. If you would like an additional field such as envelope number, select it now. See the following picture. Click Done.
   
   
   
   
5. On the query Overview Screen, you will need to uncheck the Browse Query Results box.
6. Click on the button Edit Sort Order in order to define how you want your labels sorted. Select the following fields, in order, to sort alphabetically: Profile Last Name, Profile First Name, and Address Line 1. See the following pictures. When you are finished, click Done.
   
   
   
   
   
   
7. At this point, click on Run Query. PowerChurch Plus will display a screen titled Setup for Column Layout Report.
   
   
   
   Change the Output Direction to: Screen. Click on Edit Form.
8. You will now see the Report Designer Screen. Double-click on the grey band Page Header and set the height to 0.5 inches and click OK. Do the same to the Page Footer band. Double-click on the Detail band and on the General tab, set it's height to 1.0 inch. Click OK. See the following picture.
   
   
   
   
9. You will now need to direct the Custom Report Writer to print the names in columns. To do this, click on File and go to Page Setup. If you have a 20 label sheet, set the columns to 2. For 30 label sheets, set the number of columns to 3. Change the Spacing to 0.1 and the Left margin to 0.25, and lastly, set the Print Area for this report to Whole Page. Click OK.
10. In the Page Header and Page Footer bands, delete any field labels, like First Name + Last Name, Address, DATE(), etc. by clicking on each field once to select it and pressing the Delete key on your keyboard.
11. The fields in the Detail band, (just below the gray Column Header bar), need to be lined up. You do this by clicking on the fields, holding down you left mouse button, and dragging them underneath one another. See the following picture.
    
    
    
    
12. Now the fields need to be aligned and trimmed. Click on the first field in the list, it should be first_last and while it is selected (you will see Bounding Boxes around it), press the left arrow key on your keyboard a few times to make sure it is lining up to the left margin. Then, double-click it to bring up the Field Properties screen and change the Width to accommodate longer names. If you are using 20 label sheets, 3.5 would be a good width, but you can adjust this accordingly. Click OK. While the first field is still selected, hold down the Shift key and click on the other fields to select them. You should see Bounding Boxes around each field, indicating they are also selected. See the following picture.
    
    
    
    Click on Format at the top of the screen. Click on Align, then Align Left Sides. Click on Format again, then Size, then To Widest. This will make all the fields Left-Aligned and the same width. See the following picture.
    
    
    
    
13. Click in the Page Footer area to de-select the fields. Next, double-click the first field, first_last, to open the Field Properties screen again. In the Expression box, make sure the cursor is blinking to the left of the field and type "alltrim(" (without quotes). Then, with the right arrow key, move the cursor to the end of the field and type ")" (without quotes), so that it looks like "alltrim(first_last)" (without quotes) and click OK. Then, do the same for the other fields, adding "alltrim()" (without quotes) to each field name. See the following picture.
    
    
    
    
14. Once all of these steps are completed, you can close the Report Designer and save your changes. Do this by clicking on the File menu and selecting Close, then answer Yes to save the changes. Start the report by clicking Start Report from the Setup for Column Layout Report screen.