What you've done is great, but it's still very manual since I would have to do this process (go to contact, hit Report, choose the format) over 200 times - one time for each contact.
I envision it working like this: Engage > New Message > Email Message > Filter Contacts > Include attachment End Of Year Report > Choose Year > Generate Reports > Next > Compose EOY message to donors > Next > Schedule/Send
Created by Tori Meglio
January 6, 2022