The families report enables users to view details of all families and their details within the service. This report is able to be exported and refined to suit the service's needs and display desired details. Read the below instructions to find out how to use this report and its features.

Step 1: On the left-hand side menu, click the reports icon. Select the report you wish to view.



Step 2: The families report will display all active and inactive families, as well as the basic family information loaded into their family profiles.



Step 3: To refine the details listed, click the grid icon on the right side of the page.



Step 4: Click on the funnel, refine, icon.



Step 5: You will then be able to view the current refinements showing. Click on the section you wish to refine and edit the selection. Once complete, click apply.



Step 6: Click on the circular arrow icon to reset the results or the icon of the rectangle with the arrow to export.



For more information, please browse our support documents or alternatively contact our support team.
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