Difference between revisions of "Mailing History Report"

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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.
  
[[File:Reports_mailingcriteria.png]]
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[[File:mail_his2.png|800px|alt="a screenshot of the mailing history report criteria fields. Including date fields, staff member entered by, show letters, emails or mail merges, and list order."]]
  
 
* '''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.
 
* '''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.
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Click 'display in browser' to run the report, or export to spreadsheet.
 
Click 'display in browser' to run the report, or export to spreadsheet.
  
[[File:Reports_mailingrep.png|border]]
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[[File:mail_his3.png|700px|alt="a screenshot of the results of a mailing history reports. Including columns for the recipients name, the letter name, the date, and who it was created by."]]
  
 
Each section will have a [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] to access the [[Blue Folder Lookup]] tool.
 
Each section will have a [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] to access the [[Blue Folder Lookup]] tool.

Latest revision as of 11:28, 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.

"a screenshot of the mailing history report criteria fields. Including date fields, staff member entered by, show letters, emails or mail merges, and list order."

  • 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.

"a screenshot of the results of a mailing history reports. Including columns for the recipients name, the letter name, the date, and who it was created by."

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


Helpheader small.png