I have created a customer report for family mailing list.
categorys are
mailing category (ie member, wintervisitor)
newsletter code 2 (yes, no)
mailing name (last name, first name)
What I need is an exact total my mailing category, (ie how many winter visitor listings, how many membe listings)
I can not figure out how to get the totals
Can you please help
Janet
Custom Report
Moderators: Moderators, Tech Support
Re: Custom Report
Janet,
I'm on vacation and don't have access to my test machine here, but I seem to remember that there is a standard report that will display the Family Mailing List profile totals. This should do what you want it to do.
I'm on vacation and don't have access to my test machine here, but I seem to remember that there is a standard report that will display the Family Mailing List profile totals. This should do what you want it to do.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
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- Posts: 3
- Joined: Tue Jun 16, 2009 8:02 pm
Re: Custom Report
Hi Neils
Yes I do use that report. What I want to see exactly is.....
When I run the report I get a total of all listings in PCP by mailing category. But... I want to see what name(s) is attached to that total.
I need to see a list of all names alphabetically by last name, grouped together by what mailing category they are and the total number of these listings added up all at a single glance. (no addresses, etc.)
Reason is we move people around in the categories, depending on their relation to the church.
I have been able to create a custom report that gets me this list except for the total as an excel report.
The report at a glance gives me mailing name, grouped by mail category and counts them individually (1) per line but no total. Also the program is not advanced enough to allow for a full listing, I had to break it up into 3 reports.
What I do is then match this report to the other report totals should match & I can see at a quick glance who is in what category. Whether friends or past vicars.
Yes I do use that report. What I want to see exactly is.....
When I run the report I get a total of all listings in PCP by mailing category. But... I want to see what name(s) is attached to that total.
I need to see a list of all names alphabetically by last name, grouped together by what mailing category they are and the total number of these listings added up all at a single glance. (no addresses, etc.)
Reason is we move people around in the categories, depending on their relation to the church.
I have been able to create a custom report that gets me this list except for the total as an excel report.
The report at a glance gives me mailing name, grouped by mail category and counts them individually (1) per line but no total. Also the program is not advanced enough to allow for a full listing, I had to break it up into 3 reports.
What I do is then match this report to the other report totals should match & I can see at a quick glance who is in what category. Whether friends or past vicars.
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- Posts: 53
- Joined: Tue Aug 23, 2005 9:55 am
- Location: Orchardville Church, IL
- Contact:
Re: Custom Report
I'm not sure this is what you want, but when we send out a mass mailing, I want to see how many families are in each zip code so I can double check by count. I click on pick output type and then click on Detail Summary Report and hit edit and sort it by City, State, Zip. It prints a report that I can use to double check my numbers.