Note for Enterprise Administrators - When conducting a search to determine who is included in your results apply Organization Filters:
Select the desired organizations to include in the search. If you have created Regions, your organizations will be displayed within their respective region.
Create a Phone List
Go to Communicate, then click on “Create Phone List” found in the sidebar under Lists
Search for the desired profiles
Select the desired File Format (PDF, DOCX, DOC)
Select the desired Paper Size
Select the Sort order from the dropdown list
Optional: Enter a Title name for the file (or use default; phone list)
Click the [Download Phone List] button
Save the downloaded file to your computer, or open it and print it
Tip: If you want additional information to appear in your report, you can go to: Reports, then click on “Personal Profile Raw Data” found in the sidebar under General Reports. You will be able to select the specific information you need to appear on the report.
Create Mailing Labels
Go to Communicate, then click on “Create Mailing Labels” found in the sidebar under Lists
Search for the desired profiles
Select the Label Type desired (the choices listed are the only pre-set label formats available)
Include Country: Check If your mailing list includes volunteers from other countries
Optional: Check “Include Salutation” to include the value for the person’s Title field (Contact Information) in the label
Optional: Check “Include Suffix” to include the value for the person’s Suffix field (Contact Information) in the label
Select the Sort order from the dropdown list
Select the desired file format:
PDF: The contents of the file you produce cannot be edited
DOCX, DOC: The contents of the file you produce can be edited in Microsoft Word (e.g. change font, colour, formatting, etc.)
Click the [Download Labels] button
Save the downloaded file to your computer, or open it and print it
Note: Be sure to print the resulting output at its “actual size”. Do not use the “fit to page” or other scaling options when printing. Please note that this option may be called something different, depending on the browser or printing program being used.
Create Export for Mail Merge
Go to Communicate, then click on “Export for Mail Merge” found in the sidebar under Lists
Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Select the “Columns to Include” from the following categories:
Basic Columns
Custom Fields
Qualifications
General Interests
Committees
General Availability
Optional: Check the box to include all Hours Logged
Optional: filter for a specific date range and/or Activity Category
Select desired options for Other Settings:
Include background checks (Enterprise edition only)
Include last login date
Select the desired File Format (XLSX, XLS, CSV, TXT)
Optional: Click [Save This Report], to name and save your report for future use
Name the search (200 characters maximum)
Optional: Enter a Description
Click the [Save] button
Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file