Export a Mail Out to CSV (Mail Merge/Mail House)
After creating a mailing/mailout you can export this data as a CSV file for use in a Microsoft Mail Merge...
Reporting General Operations
General Reporting Pickup / Usage Operation
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Adding Client Custom Field(s) to report results
If you run a Standard2 Report that contains client information, you can optionally add any number of Client Custom fields... -
Show Subscription/Membership Type and Next Due on Client Reports
When choosing to run a Reports > Standard2 Report that contains client details, you have the option for including in... -
Dynamic Reports
When you create a report you can store the report and the criteria as a Dynamic Report. This allows you... -
Dynamic Lists
When you run a report and get a list of clients back based upon a criteria – you can save... -
Add a Dynamic Report to my Dashboard
As discussed in the Dynamic Reports section – a dynamic report is a stored criteria that is analyised every time...
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