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How To Generate a Report of Recent Transactions

Dues payments are received by the Genealogist, recorded in the database, and forwarded to the Treasurer. They should be accompanied by a listing of the matching transactions so the Treasurer can track things more easily. Here is how to generate such a report.

  1. Find all People where the event OFS Transaction Date is not blank.
  2. Unmark everybody in the file, then mark everybody in the found list.
  3. Close the found list window.
  4. Select File > Import/Export > Export Text...
  5. In the Export dialog:
    1. Select the following fields for export:
      • OFS Transaction Date
      • OFS Transaction Place (contains the dollar amount)
      • OFS Transaction Memo (optional)
      • OFS Number
      • Address Name
    2. Specify all marked people.
    3. Define a preset and sort the list by Transaction Date.
    4. Set the field separator to Tab.
    5. Click Export... and save the file.
  6. Open the saved file in a spreadsheet program, beautify as desired, and print.
  7. Move all OFS Transaction records to OFS History. This clears things out for the next such report.