Standard Mailing Reports

This printout is designed to print continuous form envelopes without first entering the names and addresses into word processing. This report prints one envelope for spouse pairs if both are selected, unless that Report Option is altered. It may be set to produce the text in upper/lower case, or all uppercase.

The standard criteria selects all good, preferred addresses, valid in the current month.

Combine when both selected, Remove Multiples, Exclude deceased.
Remove spouses, Selected Address

Param 1: Sort By: 1=Alpha by Zip, 2=Alpha; 2
Param 2: Uppercase? Y/N; N

The default sort for this format is alphabetical by constituent name.

Intended for printing but may be viewed in HTML display, though the formatting may differ.

Customization Tips

User can modify criteria to select constituents from specific states or zip code ranges, or to narrow selection with any other desired criteria. If Address is not used as the key table, verify that the radio button for the preferred address is activated on the Report Options page.

If separate envelopes should be printed for each spouse, use Do Not Combine Spouse Names option and set the Remove Spouses option to No.

User can set parameter 1 to sort alphabetically by Zip and/or parameter 2 to print in uppercase.

This report is designed for use with a preprinted form, to produce a gift ticket (response card) to include in a letter of solicitation to the constituent. When the constituent returns this form along with a contribution, the processing of that gift is greatly streamlined. Use of a gift ticket may also serve as a means of collecting updated information that the constituent may report on the returned card.

This report prints one gift ticket for each alumni, individual, or parent constituent. It shows the ID Number, Pref Year, a preferred, good home address and a preferred, good business address. If a Solicitation is entered as a parameter, it will also print on the Gift Ticket.

The standard criteria selects all alumni, individuals, and parents.

Do not combine spouse names, Remove Multiples, Exclude deceased.

Solicitation?

The standard sort for this format is by ZIP Code and then by name.

Intended for printing but may be viewed in HTML display.

Customization Tips

User should modify the criteria to select the set of constituents who will be solicited.

Name combining options may be changed as desired.

The format may be edited to specify addresses that are valid for the current month.

This printout is designed for Avery labels and is used for general mailing purposes. This report combines spouses on one label if both are selected. Labels are printed one across and by default they print in uppercase, though they may also be set to print using upper/lowercase. The label includes the pref year and constituent type of the selected spouse.

The standard criteria selects all good, preferred addresses, valid this month.

Combine when both selected, Remove Multiples, Exclude deceased.
Remove spouses, Selected Address

Param 1: Print ID? Y/N; N
Param 2: Sort by: 1=Alpha by Zip, 2=Alpha, 3=Pref Year; 2
Param 3: Uppercase and Remove Punctuation? Y/N; Y

The default sort for this format is alphabetical by constituent name.

Optimized for printing. May be viewed in HTML display, though the format may differ slightly.

Customization Tips

User can modify criteria to select desired constituents for mailing. Criteria may be limited to constituents from a certain region or donors who have given a specified amount, for example. If Address is not used as the key table, verify that the radio button for the preferred address is activated on the Report Options page.

Spouse options can be changed to produce separate mailings for each spouse by choosing the Do not combine spouse names and changing the Remove spouses to No, or the options might be changed to use the combined name if either one is selected.

Parameter 1 may be changed to include the constituent's ID Number. Parameter 2 may be set to sort alphabetically by Zip, or by pref year. Parameter 3 may be set to print in upper/lowercase and include punctuation.

The format could be edited to remove the preferred year and or the constituent type if desired.

This printout is designed for Avery labels and is used for general mailing purposes. This report combines spouses on one label if both are selected and print the Constituent Type code and Pref year. Labels are printed one across and include company name and title if the preferred address is the business address.

The standard criteria selects all good or returned, preferred addresses, valid this month.

Combine when both selected, Remove Multiples, Exclude deceased.
Remove spouses, Selected Address

Param 1: Print ID? Y/N; N
Param 2: Sort: 1 = Alpha by zip. 2 = alpha. 3 = pref year; 2
Param 3: Uppercase and Remove Punctuation? Y/N; Y

The default sort for this format is alphabetical by constituent name, as set by Parameter 2.

This report was designed to be printed. It may be viewed in HTML but may vary slightly in format.

Customization Tips

User can modify criteria to select desired constituents for mailing. Criteria may be limited to constituents from a certain region or donors who have given a specified amount, for example. If Address is not used as the key table, verify that the radio button for the preferred address is activated on the Report Options page.

Spouse options can be changed to produce separate mailings for each spouse, or to use the combined name if either one is selected.

Parameter 1 could be set to Print the ID Number, parameter 2 could be set to a different sort order, parameter 3 could be changed to print in upper/lower case.

This printout is designed for Avery labels and is used for general mailing purposes. This report combines spouses on one label if both are selected and print the Constituent Type code and Pref year. Labels are printed three across.

The standard criteria selects all good addresses. The following prompted criteria are available for use or exclusion as the report is run:

The addrmc1 from the Address page must be checked/unchecked.
The Type from the Address page must be equal to...
What specific zip code(s) would you like to include?
What constituent type(s) would you like to include?
What are the preferred year(s) for these constituents?
What attribute(s) should these constituents have?
What attribute(s) should these constituents NOT have?

Combine when both selected, Remove Multiples, Exclude deceased.
Remove spouses, Selected Address

Any table may be used in the first line of criteria.

Label Three Across 1 x 2.625 MILL.rpt

Sort by Zip Code, Alphabetically, or by Preferred Year?
Print ID Line?
Normal formatting, or CASS if available else uppercase and remove punctuation.

None

Customization Tips

User can modify criteria to select any desired set of constituents. If Address is not used as the key table, verify that the radio button for the preferred address is activated on the Report Options page.

Spouse options can be changed to produce separate mailings for each spouse, or to use the combined name if either one is selected.

This printout is designed for Avery labels and is used for general mailing purposes. This report combines spouses on one label if both are selected and print the Constituent Type code and Pref year. Labels are printed two across.

The standard criteria selects all good or returned preferred addresses valid in the current month.

Combine when both selected, Remove Multiples, Exclude deceased.
Remove spouses, Selected Address

Param 1: Print ID? Y/N; N
Param 2: Sort by: 1 = Alpha by zip, 2 = Alpha, 3 = Pref year. 2
Param 3: Uppercase and Remove Punctuation? Y/N. Y

The default sort for this format is alphabetical, as set in Parameter 2.

Intended for printing. It may be viewed in HTML display but the data will display in a single field rather than two across.

Customization Tips

User can modify criteria to select any desired set of constituents. If Address is not used as the key table, verify that the radio button for the preferred address is activated on the Report Options page.

Spouse options can be changed to produce separate mailings for each spouse, or to use the combined name if either one is selected.

Edit Parameter 1 to include the ID Number.
Edit Parameter 2 to alter the sort order.
Edit Parameter 3 to print in upper/lowercase.

This printout is designed for Avery labels and is used for general mailing purposes. This report combines spouses on one label if both are selected and print the Constituent Type code and Pref year. Labels are printed two across and include company name and title if the preferred address is the business address.

The standard criteria selects all good or returned preferred addresses valid in the current month.

Combine when both selected, Remove Multiples, Exclude deceased.
Remove spouses, Selected Address

Param 1: Print ID? Y/N; N
Param 2: Sort by: 1 = Alpha by zip, 2 = Alpha, 3 = Pref year. 2
Param 3: Uppercase and Remove Punctuation? Y/N. Y

The default sort for this format is alphabetical, as set in Parameter 2.

Intended for printing. It may be viewed in HTML display but the data will display in a single field rather than two across.

Customization Tips

User can modify criteria to select any desired set of constituents. If Address is not used as the key table, verify that the radio button for the preferred address is activated on the Report Options page.

Spouse options can be changed to produce separate mailings for each spouse, or to use the combined name if either one is selected.

Edit Parameter 1 to include the ID Number.
Edit Parameter 2 to alter the sort order.
Edit Parameter 3 to print in upper/lowercase.

This printout is designed for Avery labels and is used for general mailing purposes. This report prints the name, Constituent Type code, Pref year and address for all selected constituents. If the selected constituent has a constituent spouse, the spouse's name will be printed on the line below the selected constituent's name. 

Labels are printed two across and include company name and title if the preferred address is the business address.

The standard criteria selects all good or returned preferred addresses valid in the current month.

Do not combine, Remove Multiples, Exclude deceased.
Remove spouses, Selected Address

Param 1: Print ID? Y/N; N
Param 2: Sort by: 1 = Alpha by zip, 2 = Alpha, 3 = Pref year. 2
Param 3: Uppercase and Remove Punctuation? Y/N. Y

The default sort for this format is alphabetical, as set in Parameter 2.

Intended for printing. It may be viewed in HTML display but the data will display in a single field rather than two across.

Customization Tips

User can modify criteria to select any desired set of constituents. If Address is not used as the key table, verify that the radio button for the preferred address is activated on the Report Options page.

Report options should not be changed. 

Edit Parameter 1 to include the ID Number.
Edit Parameter 2 to alter the sort order.
Edit Parameter 3 to print in upper/lowercase.