Reporting, Lists, Labels

Created by Help Desk 2, Modified on Fri, 02 Jun 2023 at 03:21 PM by Help Desk 2

Reporting, Lists, Labels


Our reporting tool, known as Reports/Lists/Labels, allows you to quickly generate reports. Here are the four steps to using this tool effectively:


1. Select a Document Type


Choose from a variety of document types available, including member lists and label formats. You can also export member data as a comma-delimited file, which can be imported into software like MS Access or MS Excel for advanced mail-merges.


2. Select a Query


In this step, you specify the specific group of members for which you want a listing. You can narrow it down by member type, project/committee affiliation, email list recipients, and more.


3. Exclude Email Recipients?


Our system offers a unique feature: if you want to send a quick message to all members, you can use the members@ email distribution list (accessible if you choose to host your website with us). By utilizing the exclude email recipients function, you can generate mailing labels for members who are not on the members@ list. In other words, you can send emails to those who are online and postcards to everyone else.


4. Pick a Sort Order


By default, the sorting order is based on last name, first name (or organization/business name for organizational members). However, if you process bulk mailings with the postal service, you can print labels and postcards sorted by ZIP code. This allows for smoother bulk mailings and potential cost savings with the USPS. If you have more than 200 members and would like more information on bulk mailing, you can visit www.usps.com.


Feel free to utilize our Reports/Lists/Labels tool to create customized reports and lists that suit your needs. If you require further assistance or have any questions, please don't hesitate to contact our help desk.

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