You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > Reports > Common Report Functions > Add Report Contacts to a List/Committee
Add Report Contacts to a List/Committee
print icon

You can easily create a list from a report. For Example: If you wish to communicate with your dropped members, you can generate the Dropped Membership Report, and create a list.

 

You can then easily communicate with these contacts.

 

  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.

  3. Click Add to List.

     
  4. From the List/Committees drop-down, select the name of the list to which you wish to add members (this option will allow you to add the members to an existing list) OR click the   to create a new list. See Add a New Email List for further instruction on creating the list.
  5. Select the Replace existing contacts if you wish to replace all of the contacts in an existing list with the results of your report.
  6. Select If Organization, add primary contact instead if your report has been generated based on organization, and you wish to create a list of the primary contacts instead.  Using this option will create/add to the list using the primary contact as the contact in the list instead of the organization. This will provide a list that is built on the contact info of the people instead of the organization.
  7. Click Done.
Feedback
0 out of 2 found this helpful

scroll to top icon