Participant Birthday List Reports

 

You can run a Participant List Report as a standard (one-time) or custom report and include a patron’s date of birth.   You can even sort a report by day of birth so that the oldest patrons will be at the top of the list.  If at any time you find yourself in need of additional support please contact our Technical Consultants at support@peakinfo.com or 801-572-3570 x2.

You may also want to run a list that sorts by only the month and day of birth so you can see your patrons who have birthdays on each day of a month (no matter how old they are!).  You may want to keep that list at the front desk or even send them a Happy Birthday greeting.  

Next Steps:  Don’t forget that you can choose to play “Happy Birthday” as a gate admittance sound if you are using Sportsman Membership.  See File>Administration<Site Configuration, choose [Edit] and review the Admittance Screen Sound Files on the “Membership” tab.

 

This document will go over:

ü Creating a Participant List Report that is sorted by date of birth (including year)

ü Creating a Participant List Report that includes and is sorted by only month and day of birth

 

Creating a Participant List order by full Date of Birth (including year)

1.   Start from Reports>Participant Reports>

2.   Select the Participant List Report and click [Run Report] to bring up the Participant List screen

3.   Select the Date Range and other filters you would like to include form the top of the screen

4.   Notice three areas that reference Birth dates

 

 

TIP: If you choose a “Custom Report” be sure that the report layout includes the Birthday field. 

 

5.   On the Order Report by:  option area select the radio button for Birth Date. 

6.   Run your report by clicking the [Report] button.  Your results will include a column for Birthday sorted from the top with participants with missing birthdays first and then the oldest members with youngest participant listed at the bottom.

 

Creating a Participant List order by only month and day

1.   Follow steps 1 thru 4 above

2.   On the Order Report by: area select the radio button for Birth Month / Day

3.   Run your report by clicking the [Report] button.  Your results will include the Birthday column, however it will be sorted by Month and Day regardless of age (year).

 

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