Chef Devin Wipperman's Recipes!

9 Recipies 98 Imports

Note Contents
This report adds a column to the default report with the note contents for each person. Notes can be filtered by category and by date range.
Devin Wipperman
Multiple Households
Shows people from a list only if they are members of multiple households. Includes the names and members of those households, along with any additional data columns included in the list.
Devin Wipperman
Household Dynamic Mailing Labels - Avery 5160
This report dynamically generates mailing labels based on the results from a list. Only the names of people on the list will be included on the mailing label. If both members of a married couple are included on the list, they will print as either "John & Jane Smith" or "John Smith & Jane Doe," based on whether they share the same last name. If two unmarried adults (who are members on the same household) are included, they will show as "John Smith, Jane Doe." In all cases, the primary contact will be listed first, and all names will include a prefix (if set). If only children in a household are included, the household name will be printed instead.
Devin Wipperman
Filter Report (Run as HTML)
This is based on the Default Report, but if you generate it as HTML, it will allow you to toggle, filter, and sort multiple columns, and export the data to CSV. There's also a (default hidden) column with household names on primary contacts, for churches needing to do bulk mailings by household.
Devin Wipperman
Household Dynamic Mailing Labels - Table (Run as HTML)
This report dynamically generates mailing labels based on the results from a list. Only the names of people on the list will be included on the mailing label. If both members of a married couple are included on the list, they will print as either "John & Jane Smith" or "John Smith & Jane Doe," based on whether they share the same last name. If two unmarried adults (who are members of the same household) are included, they will show as "John Smith, Jane Doe." In all cases, the primary contact will be listed first, and all names will include a prefix (if set). If only children in a household are included, the household name will be printed instead. This version generates as a downloadable table when run as an HTML report.
Devin Wipperman
Extended Giving Statement
For churches that want to record and report certain types of giving, which cannot be recorded directly in PCO Giving (e.g. gifts in kind, third-party distributions, etc.). It generates statements per household, including all notes with a specified prefix, within the specified dates. To use, create note categories with specified prefix (default is "Extended Giving - "). Each note created in these categories will appear on the statement, including the date, the name of the category (after the prefix) and the description.
Devin Wipperman
Household Name Mailing Labels - Avery 5160
Modified household labels for organizations that name households with adults' full names. For single-person households, prints individuals' names.
Devin Wipperman
Individual Photo Directory
This report generates compact photo directories with individual photos and custom listing preferences for member contact info. It can also display asterisks beside non-members. It requires several of custom fields, which are described in the notes at the top of the code.
Devin Wipperman
Household Photo Directory
This report generates photo directories with household photos, and custom listing preferences for member contact info. It can also display asterisks beside non-members. It requires several of custom fields, which are described in the notes at the top of the code. If you want to create a PDF for this report, you must generate it as HTML, and then convert to PDF. This is because of the way Planning Center's PDF generator handles (or doesn't handle) image files in custom tabs.
Devin Wipperman