User Defined Reports - Overview

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User Defined Reports - Overview

Professional Version Only

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With MemberTies Professional you also have the ability to define your own reports, including standard columnar reports; business, logo, and photo cards; post cards; mailing labels; and rosters.

This example shows a 2-column roster being created. There are several types available:

Reports (standard reports) are reports similar to the Contact List -- several fields, with or without headings, displayed as columns of data where each "row" normally represents one record.  

Business Cards are a set of fields arranged into one or more rows to fit on a standard business card.

Logo Cards are similar to Business Cards, except the left half of the card is used for a user-defined logo.

Photo Cards are also similar to Business cards, except the left half of the card is used for the member's photo. If a member does not have a photo assigned, the record cannot appear on the report.

Mailing Labels are typically used for addresses on envelopes because the formats are all adhesive backed, but of course could be used for anything.

Post Cards show the selected fields on the right-hand side of the card, reserving the left for the optional return address.

Roster Reports are sometimes called "directory" reports. They are a kind of combined columnar and label report. Each record is displayed as multiple rows of data within a 2, 3, or 4 column layout. A roster can also include an optional  "alpha" heading (i.e., "A" begins the records starting with "A"). Note: The first field is used for the Alpha character, so if the first visible field isn't what you want to use, add the needed field as a hidden first field.

Note: If you need a card or label format that isn't available, contact support and let us know. Ideally, provide the necessary dimensions (page size, label width & height, vertical gap, horizontal gap, number across and down) and we will see if it can be added to the system.

Similar to Views, you are able to choose the fields you want to display. You have the ability to place them in any order, set the sort order (i.e., by City, then by Last Name), change or hide the text displayed for the column headings (for reports that have columns), and modify various other settings.

The reports, labels, and cards you define are referred to as "User Reports" and appear on the Choose Report window just like any other report. When you choose one for display, the report Settings window will open just like a normal report, enabling you to specify search criteria, update the title, run the report, print, etc..