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Build A Contact Roster

1. Search for the contacts you want included in the report.

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Use the criteria to select which members you want included in your roster . For this example, I'm downloading a roster of all the members in Minneapolis.

 

 

2. Select Contact Roster

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Go to Reports > Contacts> Contact Roster.

 

 

3. Customize

Give it a title and check the boxes for the data you'd like included in your report.

 

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4. Choose your formatting

1. Choose how you'd like to sort the names.

2. Decide if there's any contacts you'd like left out.

3. Select the whether you want to view the report on your screen or download it.

 

Downloading your report

Click on the roster link highlighted in blue to view it.

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