Difference between revisions of "Mailing History Report"
From Charitylog Manual
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The Mailing History Report provides information about letters, emails and mailing spreadsheets, set to be included in the Mail Merge Audit. | The Mailing History Report provides information about letters, emails and mailing spreadsheets, set to be included in the Mail Merge Audit. |
Revision as of 11:22, 29 February 2024
The Mailing History Report provides information about letters, emails and mailing spreadsheets, set to be included in the Mail Merge Audit.
File:Reports mailingcriteria.png
- Start Date - Select the start point of the reporting period. Letters, email and merges produced after this date and before the end date will be included.
- End Date - Select the end point of the reporting period. Letters, email and merges produced before this date and after the start date will be included.
- Staff Member Entered By - Filter by user if required.
- Show Letters? - This will include letters.
- Show Emails? - This will include emails.
- Show Mail Merges? - This will include relevant mail merge extracts.
- List Order - The display order of the report.
Click 'display in browser' to run the report, or export to spreadsheet.
Each section will have a to access the Blue Folder Lookup tool.