Learn how to run a report to identify those who should receive a year-end appeal in this step-by-step guide. This help guide will cover how to create a report that will identify those who should receive a year-end appeal.
Recommended Reading Before You Start
Content
Instructions
Running a Mailing Report
For this example, we will be sending a year-end appeal letter to everyone who has never donated or who has not donated in the last three months.
1. Navigate to Reports and Select New Report.
2. Select Communication and Mailing from the tabs, then select Event Summary Report.
3. Select Edit Criteria.
Note: This report automatically excludes those who are deceased, do not want to be contacted, or have opted out of emails.
4. For this example we do not need the Email Opt-Out Search Group. We can delete this by hovering over the area to the right of the search group. An X will appear. Select this to delete this Search Group.
5. Select Add Criterion.
6. A new Search Group will appear. Select Most Recent Membership Only in the search field, select Equal in the operator, and select Yes in the value field. When finished, select Add Criterion.
7. A new Search Group will appear. Select Membership Expiration Date in the search field, select Equal in the operator, and select Past 30 Days in the date field. When finished, select Load Criteria.
8. Select Edit Columns to add or modify columns. We will keep the default columns for this example.
9. Select Run Report.
10. You can now see the configurations and share or export the report.