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- ShalomCloud offers a variety of queries to view and export your data. Enter any or all of various criteria (amount ranges, date ranges, wild-carded text) –and the system responds with the records that match the conditions you’ve entered. Examples:
- Financial Transactions – by fiscal year, by amount range, by transaction date, by category, by family, by family billing status.
- Yahrzeits – by Hebrew date range, by Gregorian date range, by name, by related member
- Membership – by any portion of the name, by phone, by address, by gender, by age
- Trend reports – Amounts by category, for each of the last six years
Queries offer a single-button export to Excel.
For Family and Member queries, there are also buttons to
- Print mailing labels
- Print addresses directly onto envelopes, with or without return address