How to Create an All Client Emails Report in G5
An All Client Emails Report will list each email of each Client Household in your database.
Note:
- Once you have created this report, you can export it.
- Before you export it, go to the settings tab and select the export setting Collapse to a single row using a delimiter.
- This will ensure that each Household has one line on the spreadsheet, and that line will have each of their emails in turn.
To create this report:
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Go to the Report workspace.
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Click Add Report.
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Select Households. Click Blank Households Report to open the report creation screen.
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Name the report All Client Emails.
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In the Details Tab, add Full Name and Emails>E-mail, in the Fields section.
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Add Status equals Client to the Filters section of the report.
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Select Full Name in the Sorting section.
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Set the View and edit permissions to Public. Click Save when finished.
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