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Active Call List Custom Report

Posted: Wed Jul 05, 2017 12:20 pm
by ccbug_admin
This post outlines the method for creating an Active Call List Custom Report in Church Community Builder (CCB). If you have suggestions on how to make this report better, please let me know.
If you are interested in sharing your own reports, I'd suggest using the following format to help us standardize how we share our reports so that it is easier for others to recreate the report.
Set Formula
  • set1 AND set2 AND set3 AND set4 AND set5
Inner-Set Conditions
  • Set 1: and
  • Set 2: or
  • Set 3: and
  • Set 4: or
  • Set 5: and
Search Criteria
  • Set 1
    • Last Name Is Not Empty
    • Last Name Is Not ?
    • Mobile Phone Number Is Not Empty
  • Set 2
    • Mailing State Is (Select Local State/States, you'll need one Mailing State Is statement for each state)
  • Set 3
    • Membership Type is Attendee
  • Set 4
    • Group Type Is Any Status Of (Type of Groups, you'll need one Group Type Is Any Status Of statement for each group type)
    • Last Giving Date Is In the Last 2 Years
    • Last Login Date Is In The Last 2 Years
    • Date Created Is In The Last 2 Years
  • Set 5
    • Family Position Is Primary Contact
Report Columns
  • Last Name
  • First Name
  • Mobile Carrier
  • Mobile Phone Number
  • Note: You do not need to include Campus, this is automatically added by CCB.
Campuses
  • Select the campus(es) you want this report to run against.
  • It is my recommendation to create a separate report for each campus for ease of use for end users and to reduce likelihood that reports get modified incorrectly.
Refinements
  • Don't Include Inactive Individuals: Checked
  • Don't Include "Child Protection" Children: Checked
  • Don't Include Deceased Individuals: Checked