Help with COMMON TASKS:

How do I PRINT a report or EXPORT data?

  1. Decide what type of record you want to report on: Is it a list of People? Households? Organizations? Programs? Registrations? Transactions?
  2. Find the records you wish to report on. You could use MULTIFIND or you could follow LINKS from another type of record.
  3. Once you have found a list of the specific records you wish to be included in your report, hit the REPORT button at the top of the screen.
  4. If you have printed sample reports, you can look at them to find the particular report that best meets your needs
  5. You can preview the reports using the button on the right.
  6. You can email a report as an attachment using the mailing icon.
  7. And finally you can view the report (for printing or exporting) by clicking on the report title.

How do I work towards sending a message or mailing to a large group of people?

  1. 1. CREATE A UNIQUE MESSAGE CODE for this activity:
  2. Create a new MESSAGE CODE for this particular piece of communication: LIST MANAGER -> MESSAGES -> NEW MESSAGE.
  3. Your code should indicate the year that this message is being sent, and a short abbreviation for the content of the message.
  4. You will use this code to "mark" the records that you wish to include as recipients of this communication.
  5. You will be able to apply the code to one record at a time, or to a large group of records at once.
  6. Once you have created the MESSAGE CODE (and perhaps entered a brief description of this piece, you can CLOSE the LIST MANAGER WINDOW
  7. 2. APPLY THE CODE to Contact Records:
  8. Decide to how you will be sending this message: One item per each Person? or each Household? or each Organization?
  9. Begin finding the records for the people, households, or organizations whom you want to receive the message.
    You can use MULTI-FIND, or follow LINKS from other sets of records.
  10. Once you have found a CONTACT record or records, from the FORM view, click the MESSAGE button on the SUMMARY tab.
  11. Look for where it says: "WORKING ON A LIST?", and choose your new MESSAGE CODE
  12. Now use the buttons below to apply your code to the records whom you want to receive the message.
  13. Note that you can APPLY or REMOVE codes one at a time, or to an entire found set.
  14. Once you have applied the code to your found records, you can go on to find more records that you want to include.
  15. 3. USE THE CODE TO RETRIEVE YOUR FINISHED LIST:
  16. At any time, you can (from the Contact Form View => Summary Tab => Message Button) use the FIND ALL RECORDS THAT HAVE THIS MESSAGE CODE to see how your list is growing.
  17. When your list is finished, you can use the EXPORT or REPORT commands to create mailing labels, print envelopes, or export your data for use elsewhere.