Directory listings reports are designed to produce a printed "phone book" of volunteers and other people. They work sort of like a mail merge: you define a template and VSys merges the people who meet your criteria into a single RTF file that you can then edit and print in Microsoft Word or another word processor. Use this to create a directory of your active volunteers or staff.
Steps in this task
From the VSys One home screen, go to the Reports panel and click on the Directory listings link under People.
Optionally click on the Edit template link to add, remove, or re-arrange fields in the listing that will be created. Compare the example below with the sample report at the end. See Letter templates for how to use this tool.
Under Source Criteriaenter any filters for the people to be included.
On the left navigation bar under Address types, set your preferred address type(s), as well as to Include/Excludeincomplete addresses and Include/Exclude records without a matching address.
Choose any Sorting for your report (probably by Name). Click the Add sort link to add a sort.
Select an Output file to create: remember that VSys makes an RTF file here, not a printed document.
Click Run to create the report.
Use the links to open the file, e-mail it directly, or delete it. Opening the file brings it up in Microsoft Word or another word processing program.
