Reporting Expiring/Expired Memberships and Subscriptions
There is some expiry reporting options that are available for subscription centre that is available on Regular > Subscription Centre...
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Creating a Segmented Mailout
A common requirement is to created a segmented mail-out, where you may select all clients on a particular Mailing List,... -
Sending a Report to the Browse List
When running a report that has the Client ID field in it, you can send the results of that report... -
SRC002 – Summary of all Source Code Payments (over a Date Range)
The Reports > Standard2 Reports > Source Code > SRC002 – Payments to Source Code (Summary) is a report that... -
SRC003 – Details of all Source Code Payments (Over Date)
The Reports > Standard2 Reports > Source Code > SRC003 – Payments to Source Code is a companion report to... -
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... -
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... -
MEM001 – Membership Status Reporting
The Reports > Standard2 Reports > MEM001 Membership Status Report is the main report that can report on Membership and... -
PAY022 – First Time Payment Report
The Reports > Standard2 Reports > Payment Report > PAY022 – First Time Payment Report allows you to produce a... -
REG004 – Orphaned (Not Yet Started) Regular Pledge Report
The REG004 report in Reports > Standard2 Reports > Regular > REG004 – Orphaned (not started) Regular will allow you...