Shepherd's Staff - Membership: Custom Reports and Exporting Views

September 29, 2022

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Shepherd's Staff Webinar Series This a new series of Shepherd staff webinars on a variety of topics. This lesson is lead by Tim Bergt, a Software Support Technician at Concordia. This video's topic is cover on memberships, custom reports and exporting views. We will specifically focus on personal and household records, mailing labels, report writer, photo directory, mail merge, and exporting views into excel. Chapters: 00:00 - Intro 01:43 - Outline 03:25 - Review of Personal and Household Records 13:05 - Mailing Labels 25:38 - Report Writer 38:26 - Photo Directory 47:11 - Mail Merge 52:05 - Mail Merge Letter 58:24 - Exporting Views into Excel 01:05:28 - Quiz 01:15:00 - Questions 01:16:55 - Outro

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