Re: How do I get a printable list of who is in a Group?

Tina Kurfurst

I asked this question in the comment section of the "How do I get a printable list of who is in a Group?" post but wasn't sure it was in the right place so am asking again...

The mail merge works, but what I'd like to know is whether there is a way to re-use a mail merge  "template" without having to rebuild it over and over when I'd like to apply it to another group.

I often upload lists to populate groups and then print out the group membership and email status to see who came up as having bad emails. We're using another product (DPO) for our regular donor database and Convio for donations and email contact. We're not yet using the Service Center, and we're still about a month away from an automatic sync process, so sometimes there's a lag between updating the 2 systems.

Is there a way to re-use a mail merge "template" when you repeatedly need the same info on different groups?

Corey Pudhorodsky

One way to do this is to use the Report Writer Interactions report.  Lots of people don't realize this, but if you use the Constituent Interaction Counts model, it will give you one row per constituent (just like a constituent mail merge).  When you select the columns choose the name, address, or email fields that you are interested in having in your list.  You don't need to choose any of the Interaction counts that are available for what the report is designed for.  You'll also notice this report offers a columns for groups.  If you choose that here, the report will display one row for each qualifying group a constituent is in when you run the report - probably not what you want in this case.  Move on and click next.

When you get to the Configure Filters step, you can add criteria for Group Membership.  Here you can select one or more groups who you want to download constituent records for.  Save the report on the last step of the Report Writer wizard.  It will now be available (defined with criteria and columns) to run any time you need it.  After the report is generated, there is an option to download results and csv is one of the options.

Tina Kurfurst

Corey Pudhorodsky:

One way to do this is to use the Report Writer Interactions report.  Lots of people don't realize this, but if you use the Constituent Interaction Counts model, it will give you one row per constituent (just like a constituent mail merge).  When you select the columns choose the name, address, or email fields that you are interested in having in your list.  You don't need to choose any of the Interaction counts that are available for what the report is designed for.  You'll also notice this report offers a columns for groups.  If you choose that here, the report will display one row for each qualifying group a constituent is in when you run the report - probably not what you want in this case.  Move on and click next.

When you get to the Configure Filters step, you can add criteria for Group Membership.  Here you can select one or more groups who you want to download constituent records for.  Save the report on the last step of the Report Writer wizard.  It will now be available (defined with criteria and columns) to run any time you need it.  After the report is generated, there is an option to download results and csv is one of the options.

Thank you! Thank you! Thank you!

• Report Writer
• Custom Reports
• Create A New Report
• "Constituent Interaction Counts" from the drop-down
• Choose the needed columns and rename them as needed for your use
• Select Sort Order---move columns into the order you want them to appear (ID, last name, first name, etc.)
• Configure Filters---Add the group you want to report on
• Identify Report---name it
• Report Criteria Summary---check it and save!