Report on upcoming Birthdays

CMS Cloud
In addition to what is automatically shown on the Dashboard, you can generate a report that shows you a list of members and their birthday (English, Hebrew and Next Occurrence).
 
Follow these steps to generate this report.
  1. Click Reports >  Contacts (click the V2 check box at the top right).
  2. Click the New (+) button to create a new report.
  3. Change the Report Name to "Member Birthdays"
  4. Change the Report Type to "Family Members"
  5. Click Show More Criteria and click the Edit button for Members
  6. Under Next Occurrence, choose "Next Month" and click OK.
  7. Click Select Columns and check the DOB, Hebrew DOB, and Next Occurrence check boxes, and click OK.
  8. Click Next
  9. Click SAVE
You can now Export or Print this report from the list by clicking the PDF or Export buttons.
Article ID: 3778, , Modified: September 9, 2022 at 10:47 AM

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