How do I generate letters from a report?

Overview

Generating letters from reports allows you to create multiple personalized letters at once based on your report data. This is especially useful for contribution acknowledgments or batch communications. 

Step 1: Open the appropriate report 

1. Navigate to either: 

1. Contribution Acknowledgment Report (for contribution templates) 

2. Attribution and Soft Credits Report (for attribution templates) 

2. Apply any filters needed to select the records you want to generate letters for 

Step 2: Add necessary columns 

1. If using assigned templates, add the "Mail Merge Template" column to your report 

2. Ensure all columns needed for your template's merge fields are included in the report 

3. Consider saving this as a report template to match your mail merge template for future use 

Step 3: Generate the letters 

1. Click on Report Actions > Generate Letters 

2. Choose one of the following options: 

1. Generate letters based on assigned template 

2. Generate letters using one template 

Step 4: Complete generation settings 

If using assigned templates: 

1. The system will create one file per template type 

2. Any records without an assigned template will be skipped 

3. Follow-up actions from the template (like marking as thanked) will be applied 

If using one template: 

1. Select the template you want to use for all records 

2. Choose any follow-up actions you want to apply 

Step 5: Access your generated files 

1. Once processing is complete, your files will be available in My Export Files 

2. Download the files to open them in your word processor 

3. Print or distribute as needed 

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