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
How to run a report with a list of clients to include their birthday.
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Written by Greg Hammond
Updated over 3 years ago