Print & Export Options:
Introduction
The people in your congregation can be exported to a variety of different formats. This guide shows you what those formats are and explains how to export to each of them.
First, to export your list of people, please go to the People module. You can filter your list if you like, using the Advanced Search feature. The filters will apply to your export as well. Click the Export button at the top right of the list when you are ready.
This will open up a window where you can choose from several export options.
Excel
This export will generate an Excel spreadsheet including member profile fields.
The Columns dropdown lets you choose whether you want to export all the profile fields in your database, or customize the export.
- Choosing All will export all fields.
- Selecting Custom lets you choose which fields to export. The export includes default and custom fields, as well as associated profile data such as the Ministry the member belongs to, or the one they are serving in.
Under Name Display you can select how people’s names are exported.
- Multiple Columns: The export will contain separate columns for the First Name, Middle Name, and Last Name.
- Single Column: The export will contain a single column labeled "Name" for the Full Name.
Turning on Group by Family will group members of the same family together within your exported list.
Mailing Label
This option creates mailing labels automatically. You can then print these labels right from within your browser if you need to. Here is an example:
You can configure Mailing Labels as follows:
- Set the Font Size;
- Choose whether to Include the Envelope Number;
- Choose whether to Sort by Zipcode;
- Choose whether to Group by Family. Enabling this option lets you select the Family Name Format - for example, The Tomas Family or John & Maria Tomas.
Directory
This allows you to generate and print a Member Directory. You can select whether to add a picture or group the directory by family. Read more about How to print the member directory?.
Name Tags
Generates a list of people’s names, which you can print if needed. The tags can also be grouped by family.
QR
You can export QR codes for your people database by choosing the QR export format. You can choose the file format (.png or .jpg), and whether you want to include the person’s name on the image.
This tool generates a QR Code for each person in your list, which you can download as an archive of .png or .jpg files, each containing the QR Code corresponding to a specific person., and, optionally, their name. The name of the file will be the same as the name of the person it belongs to.
QR Card
This option generates a QR Card for each person in the list. This can include at least the person’s name and QR Code, but you can add other information to the card (Card Title, Member Photo, Ministry Name, Ministry Logo, a color or image background). You can also print one card per page, which is useful if you use a card printer. If this option is unchecked, you can print several cards per page, which must be cut afterward. The card is previewed before printing.
Photos
This option lets you download a .zip archive containing all the profile pictures of people in your list.
Letter
Allows you to generate a single letter which you can send to everyone in the group, without having to type it for each member separately. This can be achieved using a text template as well as merge fields that automatically retrieve information from members’ profiles.
The letter editor is very similar to the one used for emails and the processes of creating a template and using merge fields are the same.
- To learn about using templates, please see Using email templates
- For details about merge fields, please see Working with merge fields in your emails