View and Print Easy Lists

Easy Lists can answer questions such as "Who has a birthday this month?" or "Which individuals attended Baptism Preparation last Wednesday?" You can customize the fields you want to view in the list, place them in the order you want, and print the lists.

You can also create a letter, label, and/or envelope to send to everyone in your Easy List. For example, you can send a birthday letter for a particular month or a thank you letter to everyone who served in a particular ministry.

  1. On the Information tab, click Members > Easy Lists.
  2. Select the Easy List you want to view.
  3. To filter your Easy List based on the available criteria, make those selections.
  4. Click Apply/OK.
  5. To change what displays in your Easy List, click Customize View.
    1. To add a column to your Easy List, select the field name from the left-side list, and click the right arrow button.
    2. To reorder columns, select the field name from the right-side list, and click the up or down arrow buttons.
    3. To return columns to the default view, click Default Values.
    4. Click Save/OK.
      Note: PDS saves and recalls your customized settings the next time you run this Easy List.
  6. To print a letter, label, or envelope based on the information from your Easy List, click Easy Letter.