Running the Mailing List Report
For subscriptions that need to be delivered by mail, you will need to run the Mailing List Report to create a hard copy mailing list.
To run the Mailing List Report, complete the following steps:
- Click the Reports tab to go to the Reports Overview page.
- Expand the Module drop-down list and select CRM.
- Expand the Category drop-down list and select Individuals.
The list of reports matching those selections is displayed.
- Click the Go button located on the Mailing List row. This will open the Report: Mailing List pop-up window.
- Expand the Mailing List drop-down menu and select the mailing list you wish to view.
- Click the Go button.
The Mailing List Report will run and display the complete information for all of the individuals contained in the selected mailing list.
- Click the Save
icon to expand a menu that displays the formats available in which the report can be saved.