All Person Toolbar

The toolbar at the all person grid allows you to:

•      Make a selection

•      Export to CSV

•      Open the Report Manager

Open All Person Detail Record

All Person records may be opened by double-clicking on the grid row, or by clicking the details icon on the row. 

All Person records display data in read-only format.  To make changes in a person record, you must open record associated with the role, such as the student, staff, tutor, contact, volunteer, or donor record.  Additions or changes made to the person’s name, contact info, or demographic information in one record will update the information in all other role records associated with that person.

All Person Reports

All reports run on the current selection. 

Once you have determined the selection of records for reporting, open the Report Manager from the toolbar by clicking Reports and selecting the report you wish to run.  Reports can be run as PDF or Excel files and printed, or saved to your computer.

There are two reports specific to All Persons.