The system gives you a quick glance view of birthdays in the past week, birthdays for the day and upcoming birthdays in the next 30 days all from the dashboard.

To view past, current, or upcoming, simply click on the tab for the category you wish to filter.


If you wish to see a 30 day report, just click the 30 Day Report button.

Once you open the report you will have the option to view all contacts or filter by contact group.

You may also export the report to an Excel file by clicking the Export to Excel button.

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