Thank You Notes Report
The Thank You Notes report provides an easy way to pull a list of recent contributions and mark them all as completed as part of your thank you not process. The columns of the report are setup to make a mail merge template easier to build with the address information in two columns instead of 5.
The report defaults to the last full week and shows any contributions that have not been marked as completed for a thank you note. You can adjust the date ranges using the two date fields. Include Completed? will allow you to see previously marked completed contributions. Show/Hide Columns will allow you to see additional columns and make those available for an export.
Exporting
Clicking Actions and the Export option will export a Excel file of all the records and columns you see on the screen. Mark Selected as Complete will mark those contributions as complete which will cause them not to appear on this report unless Include Completed? is checked. You can also use the checkbox in the column headings to mark all the rows as checked at once instead of individually marking each contribution.