Shepherd’s Staff Membership: Advanced Reports & Utilities (2026)
Learn how to pull any data out of Shepherd's Staff, build your own reports, and clean up your membership records safely with mass update, duplicate combining and grade promotion. This is session 3 of the Membership module in the Shepherd's Staff training webinar series from Concordia Technology Solutions. Instructor: Tim Burke, CTS Support. Recorded live on October 28, 2026, using Shepherd's Staff version 10. All names and data shown are from a fictional demo database. You'll learn how to: • Use the dashboard for upcoming birthdays, membership vitals and giving totals, and copy stats into Word or Excel • Print mailing labels from the Labels tool or straight from any membership view • Export any combination of fields to Excel with Mail Merge • Build custom reports, including a photo directory, with Report Writer • Set default values for new records and rename custom fields (for example, Voting Member) • Back up your database before running any utility • Find data entry errors, mass update participation, combine duplicate records and promote students to the next grade CHAPTERS 0:00 Welcome and agenda 3:28 Workspace settings 5:03 Dashboard: upcoming, vitals and financial 8:01 Copying dashboard stats to Word or Excel 10:17 Mailing labels 15:30 Mailing labels from membership views 19:02 Mail merge: exporting data to Excel 29:16 Report writer: building a custom report 37:02 Sample reports: baptism report and photo directory 43:09 Exporting reports to Excel 44:15 Membership tools and settings 44:46 Setting defaults for new records 48:52 Customizing field names 52:51 Back up your database first 54:53 Finding data entry issues 57:52 Viewing the person archive 58:22 Mass update 1:01:57 Combining duplicate records 1:06:33 Promoting students to the next grade 1:08:27 Quiz 1:15:50 Q&A and wrap-up MORE SHEPHERD'S STAFF TRAINING All sessions: https://www.concordiatechnology.org/shepherds-staff/training Help Center: https://shepherdsstaff.zendesk.com/hc/en-us Resource Center: https://resources.concordiatechnology.org/shepherds-staff NEED HELP? Shepherd's Staff Support: 1.800.346.6120 | support@cts.cph.org #ShepherdsStaff #ChurchManagementSoftware #LCMS























