Shepherd’s Staff Membership: Subgroups & Reports (2026)
Learn how to build subgroups and lists in Shepherd's Staff, then use them to run your church directory, phone book, birthday and anniversary lists, and inactivity reports. This is session 2 of the Membership module in the Shepherd's Staff training webinar series from Concordia Technology Solutions. Instructor: Tana, CTS Software Support. Recorded live on October 27, 2026, using Shepherd's Staff version 10. All names and data shown are from a fictional demo database. You'll learn how to: • Build dynamic subgroups that update themselves (members by age, members with no address) • Build static subgroups by hand or straight from a filtered view • Combine subgroups to make a clean mailing list • Create and manage lists for activities, skills, training and spiritual gifts • Filter the church directory, phone book and anniversary views by subgroup or list • Search birthdays by month or date range • Find inactive members by attendance, contributions or activity CHAPTERS 0:00 Welcome and agenda 3:05 Checking for updates 3:34 What subgroups are 4:27 Dynamic subgroups: members by age 9:55 Dynamic subgroups: members with no address 11:55 Static subgroups 14:54 Creating a static subgroup from a view 17:02 Combined subgroups: building a mailing list 20:14 Lists: activities, skills and spiritual gifts 22:13 Managing lists with Tools 27:07 Printing a list 28:07 Using subgroups and lists in views and reports 29:06 Church directory by household 30:50 Church phone book 31:46 Birthday and anniversary list 33:36 Searching by date range 34:53 Volunteer and parent search 35:34 Inactivity and participation reports 37:45 Quiz 44:41 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
