How to Create a Birthday Report

The Birthday Report enables you to create a list of member birthdays along with each member’s contact information. This report gives staff quick access to member birthday information for birthday announcements, mailings, emails, and other birthday acknowledgements.


  1. Click to display the Member List page.

  2. If necessary, select the desired organization from the Organization list.

  3. You can easily generate a full list that includes the birthdays of members in your organization or you can create custom birthday lists by using the filtering tools. Do one of the following:

  1. Click to open the Filter window.

  2. Enter or select your filter criteria. For example:

The Member List updates with your filter selections.

  1. Click and select the Birthday Report option:

The Birthday Report displays in the Report viewer. The report shows the member's name and contact information, date of birth, and age. For example:

Use the toolbar functions to view, save, print, or export the file.  

 

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