How to Create a Report of Birthday Letters Generated
There are two ways to do this:
- Task Reports – Generate a simple list of people sent birthday letters in a date range.
- Custom Reports – More versatile in what information you can add to the list.
Task Report
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Go to the Tasks workspace.
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Type Birthday Mailer into the search bar and press enter.
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Set the Start Date filter to the day you want the report for.
At this point, you should have on screen a list of every birthday letter sent to each person on the date you chose. You can create a printable report using the Task Report.
Custom Report
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Go to the Report workspace.
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Click Add Report.
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Select Tasks. Click Blank Tasks Report to open the report creation screen.
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Add Description, Assign To, For, and For>Preferred Address to the Filters section. In addition, add any other fields you want to see on the report.
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Drag and drop the fields into the order you desire. This is the order I prefer:
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Add Due Date to the Filters section.
Set the Due Date filter to the date you want to report on. Click Apply. -
Add Description to the Filter section.
Change the Operator field to Starts With.
Type Birthday Mailer into the Value field. Click Apply. -
Name the report Birthday Letter Report.
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Set the View and edit permissions to Public.
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Click Save.
At this point the report is ready. You can use any of the export options to produce a PDF or Spreadsheet of the report.
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