Birthday Report

How to run a report with a list of clients to include their birthday.

Greg Hammond avatar
Written by Greg Hammond
Updated over a week ago

Click on your [Reports] sub-tab
Click on "Households" report
Select "CSV" format
Enter date range, if appropriate
Click [Next]
Select the following fields:  see screenshot - https://simon.d.pr/F8LYKU
Download, open, and sort by "Date of Birth" column

Did this answer your question?