Set out below is the process you will need to go through to compile a report with postal address and month and date of birth on one report for Active and Inactive Members while protecting the confidentiality of other data.
& Month of Birth
the “Export Members Report to Excel” button
though it says employment Status “Active” it will give you all in the databased
with the nominated birthday range.
all columns from “Member Priority” (Column P) to Column AO – the next column
should be street address
all columns from “Payslip email” (Column T) to end of table. This is Worksheet
the report again using the parameters below and this time use the “Get Report”
button which gives birthdates. Then change file to CSV and hit “Export”.
the CSV file
columns A to N
and copy all data on this page and paste to a new tab on Worksheet 1
a column next to “text dob” (new column I)
Column H “text dob” and then Data/Text to Columns/
- These steps will leave just
birth date and month in column H. Rename column H DOB. Delete column I.
- Highlight all the data in the
spreadsheet and select DATA/SORT/
- In column L type
- In column M type
- In column N type
- In column O type
- Copy to all rows - This should
bring the address for that member into columns L to O
- Delete columns C to G
- Select Column F and COPY it
insert cells between column B and C
- Select columns G to K, and
then select HOME/COPY/PASTE (selecting the down arrow under the
icon)/PASTEVALUES (selecting the first icon)
- Right mouse click on Sheet 1 (as
below) and select RENAME. Type ACTIVE
- Repeat Steps 8 to 21 for
- Delete the original sheet (Right
mouse click and select delete) so you only have the Active and Inactive sheets.
- Print both lists