Birthday List by Month

Some organizations like to print volunteers’ birthdays in their monthly newsletters without the birth year. You can produce a report with that list by making a Do-It-Yourself Volunteers spreadsheet.

Filter on Birth Month

First make a filter on the month in interest.

Filters | Add filter | name it (e.g., March Birthdays) | Save
Volunteer Limits | highlight Birth Month | Edit Limitation
Enter the month’s date range
Save the limitation and Close filters.

Do-It-Yourself Volunteers Spreadsheet

1. Spreadsheets | Volunteer Spreadsheets | Do-It-Yourself.
2. Click Add Spreadsheet and name it, e.g., Birthday List. Save the name.
3. Choose each desired field in the middle column – Available Columns – and click Add to include it in Selected Columns. For example, Firstname, Last name, Birth Date Day, Birth Date Day.
4. When you click Prepare SS you have the option to use a filter on the volunteers’ birth month.

Click Add Spreadsheet and name it, e.g., Birthday List. Save the name. 

• Add the desired fields to the spreadsheet, e.g., Firstname, Last name, Birth Date Day, Birth Date Month.
• To add a field, click the desired field in the Available Columns list and then click the Add button.
• You will see your chosen field(s) in the Selected Columns list.
• You can move them up or down on the list to rearrange their order of display on the spreadsheet.

After you click Prepare SS you have the option to use a filter. E.g., select the March Birthdays filter. Then Click Prepare.

You can copy and paste the list into the newsletter from the spreadsheet.

Revised 07/08/2013 11:02:51