How to Report on People’s Birthdays

You may want to run a search to report on People's Birthdays in your account. You can search for birthdays by creating a custom report or performing an Advanced Search.

To Perform an Advanced Search to Find Birthdays

  1. Login to your Elvanto Admin account.

  2. Hover on the People section in the main menu on the left-hand side.

  3. Once the menu pops out to the right, click on Advanced Search in the list.

  4. Where it says "Date Added" click the drop down and choose Date of birth.  The options available to be searched by when searching by birthdate are as followed:

  5. Under Fields to Display, Add or Remove the fields you would like to be included on your report under the Display Fiends section. 
  6. Click Search to view results.
  7. Once you view results you can Edit the Search, Save the Search, or Export the data. 
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