Run a donation report on one person for a certain period of time
(Last Updated On: October 19, 2015)
- In Wintix, go to Reports | Other reports | Export Email
- In the Mailing list name field – put the name and location you’d like for this file
- Output file type – your choice
- UNcheck the box labeled Skip records with a blank email address
- UNcheck the box labeled Include only records that have opted in
- On the tab labeled Select by sale date:
- Check the box labeled Custom search
- In the field box, choose LAST
- In the operator box, choose equals
- In the value box, type the customer’s last name
- Click on the tab labeled Fields to export
- Choose the fields you want to show on your report
- Make sure you choose Mainsale.donation as one of your choices (see screen shot)
- The last step before exporting your list is:
- You MUST click on the tab labeled Edit the Query (that creates the query to send to your database)
- Click on Export list
- You will get a listing of all sales that customer has donated. You can then total the spreadsheet column for donations
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