Difference between revisions of "Mailing History Report"

From Charitylog Manual
Jump to: navigation, search
Line 1: Line 1:
 
[[file:helpheader_small.png|right]]
 
[[file:helpheader_small.png|right]]
  
[[File:Menu_mailinghist.png]]
+
[[File:mail_his1.png|700px|alt="a screenshot of the mailing history report button in the reports menu."]]
  
 
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

Helpheader small.png

"a screenshot of the mailing history report button in the reports menu."

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.

File:Reports mailingrep.png

Each section will have a Icon bluefolder.PNG to access the Blue Folder Lookup tool.


Helpheader small.png