How to Print the Birthday List in ElderSuite

📝 Overview

Birthday List - Form ES5000 is the Report Center report that lists clients whose date of birth falls in a chosen month. Each line shows the client's name, home phone number, date of birth, and current age.

Open Report Center from the ElderSuite main menu, select Client Reports, and open Birthday List - Form ES5000. Choose the month and click Preview. The finished list opens in the Report Viewer, where you can print it or save a copy.

This report is opened from the Report Center. ElderSuite matches clients on the month part of the date of birth. You do not pick individual clients first, and producing the list does not change any client record.

⚙ How It Works

1. Open Birthday List From the Report Center

Open Report Center and select Client Reports.

Highlight Birthday List - Form ES5000, then click View Report or double-click the report name. The Birthday List - Form ES5000 window opens on top of the Report Center.

For a Limited Access sign-in, Report Center requires the Reports Center permission. Without it, the menu item is unavailable. Permissions are read at sign-in, so sign out and back in after the permission is granted. A Full Access sign-in can open the Report Center.

2. Choose the Month

Select Month is already set to the current calendar month. Leave it when you need this month's birthdays, or pick a different month from the list.

ElderSuite matches the month on each client's date of birth, regardless of year. There is no year on this window, no date range, and no client picker.

A client with no date of birth on file is not matched for this report.

3. Click Preview

Click Preview. ElderSuite builds Form ES5000 and opens it in the Report Viewer. Nothing is sent to a printer at that point.

Each matching client's line shows:

• name
• home phone number
• date of birth
• current age in completed years, calculated when the report is produced

The finished entries cannot be typed over in the Report Viewer.

Click Cancel when you need to close the window without producing a list.

If no client has a birthday in the chosen month, the report still opens. It is blank, and ElderSuite does not explain why. Confirm that the clients you expect have a date of birth in that month.

4. Print or Save From the Report Viewer

Print or save the finished list from the Report Viewer. If you need the list again later, print or save it before you close the viewer, or open Birthday List - Form ES5000 again from the Report Center for another month.

If ElderSuite reports that the report is missing, reinstall ElderSuite on that computer and try again.

⚠ The List Stops After 43 Clients

Form ES5000 has 43 rows. When more than 43 clients have a birthday in the chosen month, only the first 43 appear. ElderSuite does not warn that anyone was left off, and there is no setting that raises the limit.

Compare the printed list with the clients who have a date of birth in that month before you rely on it for celebration planning.

💡 Need More Help?

For step-by-step instructions, click Ask Eddie from within ElderSuite.