The Donor Email/Letter Correspondence Listing can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.
-
Click here for information on generating
a report.
- Click
here for information on the Finished Report window.
Purpose of the Report
You use the Donor Email/Letter Correspondence Listing for a listing of emails or letters for a given patron.
Departments Who Benefit From This Report
All |
Print letters associated with a patron according to the criteria. They are not necessarily donation letters |
Criteria Hints
It is recommended that this report be run using:.
Parameter Field |
Condition |
Value |
Last Name (or any other patron field) |
Between |
And |
Date on Letter/Email |
Between |
And |
|
Warning: This report only selects emails/letters connected to the criteria you enter. For example:
- Only patron criteria - will retrieve any letter or email associated with the patron
- Donation Campaign criteria - will only select the letter if it was specifically connected to a donation - all others are ignored
- Donation Receipts - will only select the letter if it was specifically connected to a donation receipt - all others are ignored. Letters can only be attached to a donation receipt by
- Using the form letter merge feature
- Picking a letter that is specifically designed or donation receipts
- Merging against each individual donation receipt and
- Saving the letter history
- Volunteer Data - will only select the letter if it was specifically connected to a volunteer activity receipt - all others are ignored
- etc.
|