Export birthdays

What is this?

The Birthday List contains all members with a birthday entered, sorted by day and month. Handy for greeting cards, phone calls or the club newsletter.

How to export

1. Click Ensembles in the sidebar, pick your choir and then Choir settings.
2. Select Reports and then Birthday List.
3. Choose the Member Status: Active Members, Passive Members or All Members.
4. Choose the Year.
5. Under Anniversaries at, check which birthdays are marked as an anniversary. Change a number, delete a row with the trash icon or add a new one with Add year.
6. Choose the Format: Excel, CSV or PDF.
7. Click Download.

If the Birthday List is missing under Reports, the Birthday field is hidden under Choir settings > Member fields.

What the list contains

• First name and last name
• Birthday
• Age in the selected year
• Anniversary (“Yes” for the birthdays from Anniversaries at)
• Email, phone, mobile phone
• Street, postal code, city

Members without a birthday entered are not in the list.

Data protection

The list contains addresses and phone numbers. Only pass it on to the people who need it for congratulations, and don't share it publicly.

Permission

You need the permission Export reports.

Tips

• Use the CSV file for mail merges, for example for greeting cards.
• Keep birthdays up to date in the member profile, otherwise members are missing from the list.