Contact filter for sending end-of-year summaries
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Becca Schwartz
Having the option for a user to sort contacts or create tags when sending the EOY Summary is helpful for those who have a significant number of individual contacts. Instead of opening the summary page for each contact to generate a summary report, they can instead use the tag to choose the group of contacts.
The EOY template in Engage can be an alternative, but this is not helpful for those accounts with inactive Engage or for group of contacts with no email addresses.
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Laurie Bournias
Agree that EOY reports could offer more features. This should display in Activity as being sent. Would love to have a report that is pre-made of donors without email who need a paper mail. Then provide a choice - use GB mailing service or Print. But all are individual pdf- should also be able to Print All.
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Kristie LaRocca
Also please allow us to schedule these EOY Summaries to go out. While "testing" EOY reports it automatically sent them. I wasn't able to choose donations vs item purchased for fundraisers ex. flowers, bingo tickets etc...
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Laurie Bournias
Kristie LaRocca. Yes offer Preview before printing.