Alternative Report Selection

• This is your own reports edited to meet your needs.

1. Choose from the drop box the type of report you want. eg Member or Financial, Retention etc.
2. From Report Name highlight the report you require. Under Report Information a description will appear of the report content.
3. Set any required parameters such as the period to be covered.
4. Generate the report and wait for it to come up on screen.
5. You can send a bulk email to the members in the report. eg To those whose membership has expired and who have not renewed. Click on Send Bulk Email
6. The new report that comes up will indicate the members who have an email address. This is no guarantee that the address is valid. You can untick any member that you want to exclude from the email.
7. Click on Next to activate the message. The chosen members will appear under recipients.
8. Complete the From Email with your email address as sender.
9. Load Template enables you to access any saved messages. You may have standard messages you have composed for specific mailouts.
10. Enter subject for call.
11. You can insert a field from your member files. eg Member First Name. Do the inserts by placing them in the required position in the message by clicking on Insert Field.
12. If creating a new message write it in message block.
13. Add an attachment if you wish.
14. Save will save the message as a new template.
15. Send.