Table of Contents. Reports and Downloads Hot New Reports Event Name Tags with Logo Member Directory with Logos...

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1 Table of Contents Table of Contents... 1 Hot New Reports... 1 Event Name Tags with Logo... 2 Member Directory with Logos... 3 Member Longevity Report... 4 Hot Deals by Member and Date... 5 Create a Custom Report... 6 How to select additional criteria Additional criteria examples Create a Member Directory Report Create the pre-defined member directory report Copy and paste the pre-defined member directory report into your word processor...15 Run Member Engagement Reports...17 Run the Most Active report Run the At Risk report Other Engagement Reports Create a Group from Custom Criteria...28 Create a Custom Report Layout Downloading ChamberMaster Data...35 Mail Merge with Microsoft Word...41 Import into Microsoft Word Import into Microsoft Word 2007 or newer Table of Contents- i

2 Table of Contents ii - Table of Contents

3 ChamberMaster has numerous pre-defined reports ready-to-go. Click Reports in the left-hand menu. Type a keyword to describe what you need and all possible matching reports will list. Or access your reports by category if you prefer. Here are a few of the common tasks, extra features, and steps-by-steps for accessing reports. Hot new reports Create a custom report Create a member directory Run member engagement reports Create a group from custom criteria Create custom report layouts Downloading ChamberMaster data Mail Merge with Microsoft Word Hot New Reports - 1

4 New reports are frequently added to the Reports module. These newer reports produce a new look and feel in the output as well as provide new options when creating the report. Here are a few samples. Event Name Tags with Logos Member Directory with Logos Member Longevity Report Hot Deals by Member and Date Event Name Tags with Logo Not really a report but placed in the reports because the output must be sent to a PDF file (or other print-ready format) prior to sending it to the printer. 1. Click Reports in the left-hand menu. 2. Type label in the Report Finder Search field. Click Search. 3. Click the green arrow in the Reports window to the right of the Event Name Tags with Logos. 4. Select from the list of events that have not yet expired. 2 -

5 5. Select whether to place your own organization logo or the member logo on each name tag. Note: Your logo is uploaded under Setup->Organization Information->Business Logo. Member logos are uploaded under Members>Web tab->search Results icon. This selection is only available for those with the Marketing Package add-on or in cases where a Member Benefit Campaign is running at your location in collaboration with ChamberMaster. 6. Click View Report. Review the results. 7. Click Save as PDF. 8. Print the PDF as normal, making sure to select None under the Page Scaling selection if applicable. Member Directory with Logos Note: Your logo is uploaded under Setup->Organization Information->Business Logo. Member logos are uploaded under Members->Web tab>search Results icon. This selection is only available for those with the Marketing Package add-on or in cases where a Member Benefit Campaign is running at your location in collaboration with ChamberMaster. 1. Click Reports in the left-hand menu. 2. Type directory in the Report Finder Search field. Click Search. - 3

6 3. Click the green arrow in the Reports window to the right of the Member Directory with Logos. 4. Your results will display. Select the desired output method. Member Longevity Report 1. Click Reports in the left-hand menu. 2. Type longevity in the Report Finder Search field. Click Search. 3. Click the green arrow in the Reports window to the right of the Member Longevity. 4. Your results will display. Select the desired output method. 4 -

7 Note: Members with no Join Date on their record will display with a Join date of 1/1/0001. Add a Join Date to a member under Members>General tab->additional Information area->join Date. Hot Deals by Member and Date Hot Deals (community deals) and Member to Member Deals (if applicable) will be distinguished on this report. 1. Click Reports in the left-hand menu. 2. Type deals in the Report Finder Search field. Click Search. 3. Click the green arrow in the Reports window to the right of the Hot Deals List. 4. Select the desired date range and click View Results. - 5

8 5. Your results will display. Select the desired output method. Note: Your results will list one entry for each week in the date range. Create a Custom Report The custom report selection allows you to design a report using your own selection of ChamberMaster fields and criteria. Using the custom report writer to query the database (or ask questions of) may also be another function that will be helpful as you work with your membership data. Selecting specific filters and criteria will return results that will match exactly what you are looking for. (See How to select additional criteria or Additional criteria examples below.) The report appears in a default layout of either Table Style or Directory Style, or a customized layout may be created. 6 -

9 A group may be created from your report results also which provides an easy way to communicate with a subset of your membership. Custom reports may be viewed, printed, downloaded to a comma separated value (.csv) file or highlighted, copied, and pasted into your favorite word processor. Create a custom report How to Run a Custom Report 6. Click Reports on the left-hand menu. 7. Click Custom Member Report and then click the green arrow. 8. Click the category where the desired field is located in the list of Available Fields. 9. Click the check box in front of the desired field. - 7

10 Figure 1-1 First custom report screen 10. Continue selecting fields until all desired report fields are listed in the Selected Fields box. 11. Make any desired changes to the order of the fields or the sort choices. See Figure 1-2 for instructions. 8 -

11 Figure 1-2 Custom fields selected 12. Click Continue. 13. Complete the Filters, Additional Options, and Save Report sections as desired. See Figure 1-3. At least one filter option must be selected or else no records will be displayed Groups are defined by clicking Add a New Group in the Groups menu. Using the Save Current Report As: selection retains the field selections, sort order, filters, criteria and format options. However, the data in the report will be pulled fresh from the database every time the report is accessed. If you desire to save a report and also save the data at a point in time, you must print the report, copy and paste the resulting report to another file or click Download Report. - 9

12 Figure 1-3 Second custom report screen 14. Click View/Print Report. 15. The records matching the selected criteria will display. To print, click Print from the File menu. After selecting the desired local printer, click Print. Optional: Click Create Group to create a group from the members that are displayed on this report. How to select additional criteria 1. In the Filter using additional Criteria area, select the desired field name in the Field Name column. 10 -

13 Figure 1-4 Selecting field name 2. In the Operator column, select the desired operator. If the complete value is not known, select Contains for the Operator instead of EqualsExactly. Contains will return a broader range of records increasing the chances of locating the desired record. Figure 1-5 Selecting operator 3. Type the desired value in the Value column. - 11

14 Figure 1-6 Typing value In the example above, the report would only display the record matching the company name of Ace Hardware. See additional examples and more explanation. Additional criteria examples Figure 1-7 Additional Criteria Example #1 The example above would display all member records who have 100 full time employees or more AND who have a Join Date after January 1,

15 Figure 1-8 Additional Criteria Example #2 The example above would display all member records address field is blank. Figure 1-9 Additional Criteria Example #3 The example above would display all member records whose Physical City field has green valley OR the Physical Postal code equals Records that meet either criteria would be displayed. Create a Member Directory Report One common report required by most chambers is a listing of member businesses a member directory report. ChamberMaster provides several methods of producing the desired output, each allowing a customized selection of fields to be included. All methods will produce a member directory but each method has its pros and cons and truly becomes a matter of personal preference Predefined Member Directory A somewhat pre-defined report, included in the Reports module, is available that sorts your members by category. Active members are already pre-selected but a simple checkbox allows courtesy members to be added if desired. A certain amount of customization is built-in to this report due to the requirement that you select your own fields. The resulting report may optionally be copied into your own word processing program and modified as desired. Creating a standard custom report with a custom layout is also an option. Member Directory with Logos If you have the Marketing Package add-on or a Member Benefit Campaign is running at your location in collaboration with ChamberMaster, then running the new Member Directory with Logos report will list your members and their uploaded member logo when applicable. Members without their logo will also list. Mail Merge Member Directory Taking custom report information and downloading it into a file to be brought into your word processing program through the mail merge feature provides an additional method of creating your member directory report. Downloading ChamberMaster Data and Performing a Mail Merge with MS Word provides detailed steps to accomplish this with both Microsoft Word 2003 and

16 This same download that can be used with Microsoft Word s mail merge feature could also be used as the data source for your local printing business to create a professional-looking member directory report. Follow the download instructions to create a file that can be ed or given to your local printer. Create the pre-defined member directory report 4. Click Reports in the left-hand menu. 5. Type directory in the Report Finder Search field. Click Search. 6. Click the green arrow in the Reports window to the right of the Member Directory Report. 7. Click the category where the desired field is located in the list of Available Fields. 8. Click the check box in front of the desired field. 14 -

17 Figure 2-1 The first member directory report screen 9. Continue selecting fields until all desired report fields are listed in the Selected Fields box. 10. Make any desired changes to the order of the fields. See Figure 2-2 for instructions. Figure 2-2 Custom fields selected 11. Make desired selections in the Extended Options area. 12. Click View/Print Report. 13. The member directory report will display. To print, click Print from the File menu or use standard printing methods. 14. When finished viewing, click Close. If you desire to copy and paste this report, keep the window open and refer to instructions in the next section. Copy and paste the pre-defined member directory report into your word processor The pre-defined member directory report above may be sufficient for your needs, however, additional customization of this report can be accomplished by copying and pasting the results into your own word processor. The copy and paste steps could be done on most any ChamberMaster report and subsequently brought into your word processor. - 15

18 1. Follow steps as shown previously for creating the pre-defined member directory report. 2. With the desired report still displaying in the window, click one time somewhere within the body of the report. (This will make sure your cursor is active within the report window.) Pressing Ctrl-A and then Ctrl-C is the same thing as performing a right-click on the desired text, choosing Select All, then right-clicking and select Copy. 3. Press Ctrl-A to select the entire report. 4. Press Ctrl-C to copy the report. 5. Open your word processor program to a blank document screen. (Many chambers have Microsoft Word). 6. If you desire to create a multi-column member directory report, indicate your column arrangement at this time. 16 -

19 Figure 2-3 Selecting two columns in Word 2003 and Word With your cursor clicked within your blank document press Ctrl-V to paste your member directory report. 8. Your report will display. Make any desired adjustments. See Notes below. Note: If your directory overflows in the right-hand column as shown in Figure 2-4, right click on the right-hand column and select AutoFit, AutoFit to Contents. Figure 2-4 Using AutoFit to adjust the right-hand col.umn Note: If a member listing is split between two columns or two pages, position the cursor where you desire a line break and press Enter to move an entry to another column/page and manually adjust this member information as desired. Automating this arrangement is possible if bringing your directory into Microsoft Word as a mail merge. See Performing a Mail Merge with MS Word. Run Member Engagement Reports Select either the Member Engagement (Most Active) or see who is at risk using the Member Engagement (At Risk). Both reports rank members based on weighted factors. The factors included are Events sponsored Events attended - 17

20 Hot deals/member-to-member posted Jobs posted ereferrals received # of Logins to the Member Information Center Balance paid off Point values of your choice, including a value of 0 (zero) if desired, may be given to each of these items. The same point values awarded to the Most Active items also apply to the At Risk items. Member Engagement Reports Run the Most Active report 9. Click Reports in the left-hand menu. 10. Type engagement in the Report Finder Search field. Click Search. 11. Click the green arrow in the Reports window to the right of the Member Engagement (Most Active). 12. Make any desired selections to the filter options. Note: select the date range for which you wish to view activity. The default is for the past 365 days. 13. Adjust the factors as desired by clicking adjust factors. Point values of your choosing, including a value of 0 (zero) if desired, may be given to each of these items. The same point values awarded to the Most Active items also apply to the At Risk items. 18 -

21 Figure 2-4a Engagement Factors 14. Click Refresh Report. - 19

22 Figure 2-4b Sample Member Engagement (Most Active) report 15. View, print, or download the most active members identified based on the highest Factor Total. Run the At Risk report 1. Click Reports in the left-hand menu. 16. Type engagement in the Report Finder Search field. Click Search. 17. Click the green arrow in the Reports window to the right of the Member Engagement (At Risk). 18. Make any desired selections to the filter options. Note: select the date range for which you wish to view activity. The default is for the past 365 days. 19. Adjust the factors as desired by clicking adjust factors. Point values of your choosing, including a value of 0 (zero) if desired, may be given to each of these items. The same point values awarded to the Most Active items also apply to the At Risk items. 20 -

23 Figure 2-4c Engagement Factors 20. Click Refresh Report. - 21

24 Figure 2-4d Sample Member Engagement (At Risk) report 21. View, print, or download the most active members identified based on the highest Factor Total. Other Engagement Reports Engagement Reports can by clicking Reports in the left-hand menu, and then select the Membership category. 22 -

25 Figure 2-4e Membership Reports category Member Drop Analysis View a summary of those that dropped during a selected time frame, the retention rate, and drop rate. Sort by drop reason, drop date, join date, or sales person. - 23

26 Figure 2-4f Sample Membership Drop Analysis report Member Growth Report Compare one time frame to another in terms of growth or decline rate. 24 -

27 Figure 2-4g Sample Membership Growth Report Payment Status Report* View member activity in terms of payment status; noting those most at risk by lack of current payment activity. *This report is only available for those with ChamberMaster Billing - 25

28 Figure 2-4h Sample Payment Status report (only in ChamberMaster Billing) Membership Trends Report A graphic or chart view of the quantity of members during a certain time frame. Filter by member status. Choose Summary or Detailed View to switch between the graph or the chart view. 26 -

29 Figure 2-4i Sample of Summary (graphic) view of active members during specified date range - 27

30 Figure 2-4j Sample of Detailed (chart) view of view of active members during specified date range Create a Group from Custom Criteria Use either Custom Representative Report or Custom Member Report in the Reports module to develop a list of desired representatives. Click Create Group, provide a group name, and then select this unique, custom group throughout ChamberMaster as recipients of , event invitations, or as a record of those meeting your specific criteria at that point in time. Create a group from custom criteria 1. Click Reports in the left-hand menu. 22. Click Custom Member Report. 23. Select the desired fields and any other desired selections on the Member Listing screen. 28 -

31 Figure 2-4a Selecting desired fields 24. Click Continue. 25. Select the desired filters and custom criteria. - 29

32 Figure 2-4b Selecting desired filters and custom criteria 26. Click View/Print Report. 27. Verify the displayed contacts or those that should be included in the group. 28. Click Create Group. 30 -

33 Figure 2-4c Create a group from custom report criteria 29. Type the desired group name. 30. Select which reps should be included as group members. 31. Click Submit. 32. Make any desired changes on the group General tab. You may also select to contact these members immediately by clicking Contact Members. Create a Custom Report Layout Two standard report formats are available: Table style and Directory style. In addition to these two styles, chamber employees may create their own custom layout that may be saved for future use. Using the correspondence editor, you may design a page header, page footer, and custom content formatted to your desired font, size, and placement needs. Working with a customized report layout 1. Select Reports in the left-hand menu. 2. Click the green arrow to the right of the report called Custom Member Report. Note: If you do not see Custom Member Report, click the Featured reports category in the Report Finder window. 3. Complete the first window as desired following steps as noted in Creating a Custom Report. Click Continue. 4. In the Additional Options area of the custom report filters and criteria page, click select a template. If a template has previously been selected, click the current template name instead. - 31

34 Figure 3-1 Creating a new template 5. Click Add a Layout to create a new customize layout format. Figure 3-2 Adding a layout 32 -

35 6. The Report Layout Editor window displays with three defined areas: Page Header, Content Rows, and Page Footer. Figure 3-3 Report Layout window 7. Type a name for this report layout template in the Layout Template Name field. 8. Expand the desired areas by clicking the plus sign ( ). Complete the Page Header and Page Footer areas to design the top and bottom of each report page. Complete the Content Rows area to design what one record should look like. 9. Use the editor features to design the desired custom report. See Editing tips below. 10. Click Continue. 11. Click to select the desired template and click Continue. Editing tips Note: If fields are included here in the custom report layout, they must also be selected on the very first custom report screen. See Creating Custom Report a - 33

36 The editor window opens with selected fields placed inside a table. You may work within the table, or choose to recreate the placement of fields after deleting the table. Working within the table, however, easily allows fields to be aligned in columns. To modify the table, right-click anywhere within the table. Figure 3-4 Table menu Many placement and formatting choices are available by clicking Cell Properties on the Cell menu or by clicking Table Properties. Figure 3-5 Cell Properties 34 -

37 Figure 3-6 Table Properties Downloading ChamberMaster Data The ability to download ChamberMaster membership data into a file that can be saved, used in other programs, ed, and generally manipulated outside of ChamberMaster provides great flexibility. Instructions for creating a custom download file from your own set of fields are included below using Custom Member Report in the Reports modules. This will create a Comma Separated Value (.csv) file which is commonly accepted by most third party programs such as word processors, spreadsheets, and database programs. Comma separated value (.csv) files may be viewed directly in Microsoft Excel without any conversion. Simply open the.csv file that is created by ChamberMaster; the data will be placed in appropriate columns and rows already. Microsoft Word will also read a.csv file directly when using the mail merge features. Many other places in ChamberMaster have a selection for Download which also creates a comma separated value (.csv) file. These selections, however, use information already displayed at that moment instead of allowing custom selections of the field names. If selecting Download at these other locations, simply follow the prompts on the screen at that time or use steps below as a guideline. Event guest lists and name tags, group name tags, and mailing lists are examples of locations where you will find a download option in ChamberMaster. This same downloaded file could also be used as the data source for your local printing business to create a professionallooking member directory report. Follow the download instructions here to create a file that can be ed or brought to your printer Download ChamberMaster data - 35

38 1. Click Reports in the left-hand menu. If selecting Download at other locations in ChamberMaster, simply follow the prompts on the screen at that time or use the steps below to assist in making proper choices. 2. Click the green arrow to the right of the report called Custom Member Report. Note: If you do not see Custom Member Report, click the Featured reports category in the Report Finder window. 3. Click the category where the desired field(s) is located in the list of Available Fields. 4. Click the check box in front of the desired field. FIGURE 4-1 Custom report screen 5. Continue selecting fields until all desired directory fields are listed in the Selected Fields box. 6. Make any desired changes to the order of the fields or the sort choices. See Figure 4-2 for instructions. 36 -

39 FIGURE 4-2 Custom fields selected 7. Click Continue. 8. Complete the Filters, Additional Options, and Save Report sections as desired. See Figure 4-3. At least one filter option must be selected or else no records will be displayed - 37

40 FIGURE 4-3 Custom report filters 9. Click View/Print Report. 10. The records matching the selected criteria will display. If this is the desired list of records, continue to the next step, otherwise repeat steps #8-10 above until you have filtered to display the desired records. 11. When the list of members is complete, click Download Report. (You may need to hold the Ctrl key during steps #11-16 if your pop-up blocker is activated.) 38 -

41 Press and hold the Ctrl key while clicking View/Print Report if the report is not displaying. This will bypass your pop-up blocker. For assistance in setting your browser selections so that you don t have to hold the Ctrl key down each time, see Configuring Your Computer in the Getting Started section. 12. Click Save. See Figure 4-4. FIGURE 4-4 Save 13. Browse to the location where you desire to save this file or if you are unsure click Desktop in the left-hand shortcut area. Remember this location. See Figure Type a new filename in the File name: box (if desired). Remember this name. 15. Click Save. Remember the location and filename that you select for this download. You will need this information later. - 39

42 FIGURE 4-5 Saving the downloaded file 16. Click Close. 40 -

43 FIGURE 4-6 Close The download file is now complete and may be used as desired. If desired, check out Performing a Mail Merge with Microsoft Word to create a multi-column member directory or other mail merge output. Mail Merge with Microsoft Word Use ChamberMaster to download the data into a file (see Downloading ChamberMaster Data ). Then specify that filename when using Microsoft Word Mail Merge selections to create your output. Follow the steps below to create a two-column custom directory layout in Microsoft Word using the downloaded file. Directions for Microsoft Word 2003 are first followed by instructions for Microsoft Word 2007 or Word These same instructions can be used to initiate a mail merge in Microsoft Word for creating labels, name tags, envelopes, or other mail merge tasks. When the Microsoft Word wizard asks you to Select document type, (step #4, MS Word 2003 and step #5, MS Word 2007) click the desired output and complete the wizard questions based on your desires. Mail merge with Word 2003 to create a member directory Mail merge with Word 2007 or newer to create a member directory Mail merge to create custom event name tags Import into Microsoft Word Open Microsoft Word2003 with a blank document screen ready. How do I know if I have Microsoft Word 2003? Select About Microsoft Word from the Help menu in your version of Word. This should display your current version of Word. 2. Select Letters and Mailings from the Tools menu. 3. Select Mail Merge... Figure 5-1 Word menus - 41

44 Note: If creating labels or envelopes select the desired option in Step 4. Continue to answer the questions in the mail merge wizard to complete the desired output. 4. Click Directory in the control panel. Figure 5-2 Step 1 5. Click Next: Starting document. 6. Click Use the current document. Figure 5-3 Select starting document 7. Click Next: Select recipients 8. Click Use existing list. 42 -

45 Figure 5-4 Select recipients 9. Click Browse Browse to the location where you saved the directory data file. If you were unsure where to save your file you may have selected to save the file on your Desktop. If so, click Desktop in the left-hand shortcut area. 11. Click the filename of the directory data file. Figure 5-5 Select data file 12. Click Open. 13. The list of downloaded names will appear. Click OK. - 43

46 Figure 5-6 Mail Merge Recipients 14. Click Next: Arrange your directory 15. Design the page layout as you desire. Add your header and footer; create columns at this time! 16. When you are ready to add the mail merge fields for the member name, address, and other fields, click More items... in the control panel. 17. Click the Company_Name field and click Insert. (your field names may vary.) 44 -

47 Figure 5-7 Insert Merge Field 18. Click the Full_Physical_Address field and click Insert. (your field names may vary.) 19. Continue inserting fields until all desired fields have been selected. Then click Close. If the field names displays like this: It will display like this with live data: - 45

48 20. Format the all fields as desired (i.e. font size & style, bold). You may also wish to place each field on it s own line by pressing Enter between the two field names so it appears as shown below. (this is only an example of the fields name - - your field names may vary) Remember to include a blank line after your last field. «Company_Name» «Full_Physical_Address» «Primary_Phone» « » «Website» TIP! During step #20, follow the steps below to keep all lines of a member record on the same page or column. Select the all the field names you want to keep together on a page. (Do not select the blank lines between the records.) On the Format menu, click Paragraph, and then click the Line and Page Breaks tab. Select the Keep with next check box. 21. When the first record of the directory is designed as desired, click Next: Preview your directory. 22. If the first record looks as desired, click Next: Complete the merge. If not, click Previous: Arrange your labels above.. and repeat steps # Click To New Document. 24. Complete the Merge to New Document screen and click OK to create the directory. 46 -

49 If the completed directory does not meet your expectations, close that new document window and click Previous in the MS Word control panel to return to the step that needs redone. Continue using the same procedure as already described Figure 5-8 Merge to New Document 25. The directory will appear on the screen in a new document. 26. Save your completed directory file. Import into Microsoft Word 2007 or newer 1. Open Microsoft Word2007 (or newer) with a blank document screen ready. How do I know if I have Microsoft Word 2007 or newer? Open Microsoft Word. Click the Microsoft Office button (shown above) and then click Word Options. Click Resources and then click About. This will display your current version of Word. Note: if you do not see the Microsoft Office button above, you probably have an earlier version of Microsoft Word. 2. Click the Mailings tab. 3. Click Start Mail Merge in the Start Mail Merge group. 4. Click Step by Step Mail Merge Wizard. - 47

50 Figure 5-9 Word menus Starting with step #5, there are no differences between Microsoft Word 2003 and Word 2007 although the tips and hints may vary a little bit. 5. Click Directory in the control panel. Note: If creating labels or envelopes select the desired option in Step 5. Continue to answer the questions in the Microsoft Word mail merge wizard to complete the desired output. Figure 5-10 Step 1 6. Click Next: Starting document. 7. Click Use the current document. Figure 5-11 Select starting document 8. Click Next: Select recipients 9. Click Use existing list. 48 -

51 Figure 5-12 Select recipients 10. Click Browse Browse to the location where you saved the directory data file. If you were unsure where to save your file you may have selected to save the file on your Desktop. If so, click Desktop in the left-hand shortcut area. 12. Click the filename of the directory data file. Figure 5-13 Select data file 13. Click Open. 14. The list of downloaded names will appear. Click OK. - 49

52 Figure 5-14 Mail Merge Recipients 15. Click Next: Arrange your directory 16. Design the page layout as you desire. Add your header and footer; create columns at this time! 17. When you are ready to add the mail merge fields for the member name, address, and other fields, click More items... in the control panel. 18. Click the Company_Name field and click Insert. (your field names may vary.) 50 -

53 Figure 5-15 Insert Merge Field 19. Click the Full_Physical_Address field and click Insert. (your field names may vary.) 20. Continue inserting fields until all desired fields have been selected. Then click Close. If the field names displays like this: It will display like this with livedata: - 51

54 21. Format the all fields as desired (i.e. font size & style, bold). You may also wish to place each field on it s own line by pressing Enter between the two field names so it appears as shown above (this is only an example of the fields name - - your field names may vary) Remember to include a blank line after your last field. «Company_Name» «Full_Physical_Address» «Primary_Phone» « » «Website» TIP! During step #20, follow the steps here to keep all lines of a member record on the same page or column. Select the all the field names you want to keep together on a page. (Do not select the blank lines between the records.) In the Paragraph group on the Home tab, click to open the Paragraph dialog box. check box. Click OK. Click the Line and Page Breaks tab. Select the Keep with next If pressing Enter places too much space between your lines, you may need to modify your line spacing options. On the Home tab in the Paragraph group. click to select the Paragraph dialog box. Indents and Spacing tab for Line Spacing and Space After the paragraph. Make your changes on the 22. When the first record of the directory is designed as desired, click Next: Preview your directory. 23. If the first record looks as desired, click Next: Complete the merge. If not, click Previous: Arrange your labels above.. and repeat steps # Click To New Document. 25. Complete the Merge to New Document screen and click OK to create the directory. 52 -

55 Figure 5-16 Merge to New Document If the completed directory does not meet your expectations, close that new document window and click Previous in the MS Word control panel to return to the step that needs redone. Continue using the same procedure as already describe. 26. The directory will appear on the screen in a new document. 27. Save your completed directory file. - 53

56 Index Index C Comma separated value file description Custom report custom layout editing tips create criteria examples custom layout description filters format - directory style format - table style save selecting criteria D Download data description envelopes how to labels name tags E s send by custom criteria G Groups create from custom criteria I Import data into Word M Mail merge Word 2003 Word 2007 Member Directory report by mail merge copy to Word create pre-defined description with logos R Reports liv - Index

57 Index find a report Index- lv