2. You are now viewing the Birthday & Anniversary Report page.
3. By default, the report will generate based on the current month. To create a custom report, you may filter by dates and categories. First, you may select to view a given month, or the entire year.
4. Now, check the boxes next to those categories you wish to view in the report.
5. Next, choose whether you wish to sort the report by Name or Date and click Generate Report.
6. A preview of the report will appear at the bottom of your screen. The results report will display the name of the club, method of sorting, categories and date. This report can be printed or exported for your records.
7. You also have the option to generate a report document, using the tool bar below the top field of the Birthday & Anniversary Report screen. Click on the drop down menu to choose your preferred format.