How to Create a Custom List of Families

You can create a custom list of families from the Family List page.

1. Click to display the Family List page.
2. If you manage multiple organizations, select the desired organization from the Organization list.
3. Select the families you want to include in your list. Choose one of the following methods:

• Individually select the names families from the Family List page. (Use the page buttons to advance through the list.)

• Apply the basic filter or advanced filter to the Family List page to narrow down your list to a select group of families.

For help using the filters, see How to Filter Records.

4. From the Quick Reports menu, select Family List:

The list of families is displayed in the Report Viewer.

5. To print or save the list, see How to Print, View, and Save Reports.

Related Topics

About the Family List Page

How to Print, View, and Save Reports

How to Filter Records

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