Learn how to create a report for a donor year-end receipts mailing list. This help guide explains how you can create a list of those who should receive a year-end donor receipt.
Recommended Reading Before You Start
Instructions
Running a Mailing Report
1. Select Reports in the navigation menu and then select New Report on the drop-down menu.
The New Report pop-up will appear.
2. Select Communication and Mailing.
3. Select Mailing Report and then select Create Report.
4. Select Edit Criteria.
Note: This report automatically excludes those who are deceased, do not want to be contacted, or have opted out of emails.
5. 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.
6. Select Add Criterion.
7. A new empty Search Group line will appear. Select (Donation) This Calendar Year Total in the search field, select Greater Than in the operator, and input 0 in the value field. When finished, select Load Criteria.
8. Select Run Report.
You can now select the Export Results drop-down to do one of the following:
- Export the report results to an Excel spreadsheet,
- Export the report results to a CSV file,
- Print the current page of report results, or
- Create a mailing list for the report results.
Recommended Related Articles