Step # 2 - Generate a List

This screen will allow you to apply the filters you need in order to generate a list.

  1. Command/Unit = If you are a Corps Officer or employee, the Command and Unit will be defaulted for you (if you are at DHQ or THQ, these will appear as drop-down lists).
  2. Enrollment = This is a drop-down filter  to  limit the list to a specific type (i.e., prospect,   attendee, friend, cradle roll, junior recruit, recruit, jr. soldier,  sr.  soldier, adherent, transfer, advisory board member and other).
  3. Group Membership = This is a drop-down filter to limit the list to a specific group type (i.e. adult group, Jr. Soldier, Women's Auxiliary).  There is a field underneath Group membership, that when checked will trigger you to enter a age range to limit the group further.
  4. Category = This is a drop-down filter to limit the commission categories (i.e., all, music, other, women's ministry and youth).
  5. Gender = Allows you to identify whether you want to only filter by male, female, or both
  6. Industry = This is a drop-down filter to limit the results by a specific industry
  7. Only include records with complete mailing addresses = This checkbox, when checked, will remove anyone who doesn't have a complete mailing address.
  8. Filter based on attendance = This checkbox, when checked, will offer additional selection criteria that includes:
    1. No attendance ever
    2. Has attended in the past, but has NOT attended any meetings in the past X days (when selected, the user will be prompted to enter a #)
    3. Has attended one or more meetings in any group type in the past X days (when selected, the user will be prompted to enter a #)

9. Click either the "View Excel Export Report" (best for mail merges) or "Put an email list on the clipboard" (best for emails)