In Elvanto, you have the ability to create a church directory using the Reports section. This directory can be exported in formats like CSV, Excel, and PDF. This article will guide you through the process of creating a church directory and exporting it for printing.
Steps to Create a Church Directory:
- Log into Elvanto as an Admin.
- Access the Admin Area in Elvanto.
- Navigate to Reports > Add Custom Report > Standard Report.
- On the new page, give the report a name and description, such as "Church Directory."
- Select the option Use Only as a Report.
- Choose to display the report as Families and select the relevant criteria for the directory, including the people categories you want to include.
- Customize the columns you want to display in the report by dragging and dropping the fields into the Display Fields column. For a church directory, consider including fields like "Last Name" and "Family Contact Details" to include contact information for the entire family. If you only want contact details for the parents and list the names of family members, use the "Primary and Spouse Contact Details" and "Family Members (Names only)" fields.
- Once you're satisfied with the customization, click the Save & Generate button.
Elvanto Tip
In your church directory, the profile picture of the primary account in a household is what will be displayed. If you prefer to have a photo of the entire family, you can have the primary contact upload a family photo as their profile picture.
By following the steps outlined in this article, you can easily create a church directory using Elvanto's Reports section. After generating the report, you can then export it and print it as needed. This feature provides a convenient way to organize and share contact information within your church community. If you have any further questions or need assistance, don't hesitate to refer to the exporting guide or reach out to our support team.