If you want to set up some common lists to give you experience in creating a list, or if you want to know which lists you might need, follow the steps to create some of our most commonly requested lists.
If you want to view birthdays for people in your account, create a list looking for birthdays from the Personal tab.
When you set the month to Current, you can view this list at any time and see who has a birthday in the month you're currently in.
If you send birthday cards every Monday, use in the next week. Every time you refresh the list, you'll see anyone that has a birthday in the next seven calendar days.
Follow the same logic to populate the list with people based on when you send birthday cards and add any additional conditions to filter whose birthdays you can see.
Once you run the list, use the Birthday Report to get a printout of their name, birthday, and address sorted by birthday.
From the Actions dropdown, choose Print List.
Select Birthday Report and choose to print a pdf or view it as a webpage.
Many churches want to know the last time someone participated in a part of their church. The type of list you set up depends on which apps you're using and how you're using them.
For example, if you're using Check-Ins but don't physically check in adults because you use Headcounts instead, you'll need to use a different application to find out who has been missing.
Find people who haven't attended, given, or served by setting up your list like this:
Set up the filters and timeframes based on the specific information that you want to capture, based on attendance at events, giving, or serving.
Once you run the list, set the list to refresh every night and create an automation to send them to a workflow where you can quickly follow up with them.
If a person attends and starts missing services, you know it's time to follow up with them! Create a list showing you who has attended before but has missed a couple weeks in a row.
Send these people an email or add them to a workflow to assign others to follow up with them. Be sure to set it to auto-refresh, so you have the most accurate information!
If you want to see a list of kids and their parent contact information, create a report of the parents' details.
From the Lists tab, add a new list with the following conditions:
- Set the first condition to Child.
- In case you haven't set that field on everyone yet, add an extra condition to look for people ages 17 or younger.
- To see people that meet either of these conditions, set the rule to return people matching any condition.
- To gather a list of children, leave the list as exact.
If you want the results to be a list of parents, choose household adults or primary contacts. Your results will then be adults instead of children, and you can easily send them an email from the list.
Select Submit to view the list.
From your list, select Print List from the Actions dropdown.
Select the Primary Contact Information list from the dropdown, and then click Generate.
The report will list all the kids returned by your list in the first column, and all additional columns are about the primary contact of their household. In order for this report to return data, each child must belong to a household, and the household must have a primary contact with contact details.
If a child is in two households, they will show two rows, each showing the primary contact of the household; children with no households have blank rows.
View a list of people in a workflow based on the criteria of their cards in the workflow.
Check out the video to see how it works or follow the steps below to create your own list of workflows.
Once you've selected the People app from the first dropdown, choose a workflow from the list of workflows in the second dropdown.
Select the criteria for which cards you'd like to see in the list.
You may want to send a letter to entire households, so set up your list and to include household adults, and then Submit it.
From the Actions dropdown, select Print List.
To print labels for the household, select the Avery labels with the Household Name.
Your labels will export with the household name and their addresses.
To show your list of people grouped by their household, create a list and choose Print List from the Actions dropdown.
Select the Household Directory Report.
When you run the report, you'll have sections of people based on their household with their contact information and birthday listed.
If you want the Household Directory to print out alphabetically, choose to include the Primary Contact Only on the rules, and then sort the list by Last Name before printing.
If you know of a list that should be included among these Common Lists, email us!