This report creates labels for customer mailing lists.
Reports > Population Reports > Labels
Click the Recall / Schedule a saved report definition button at the top of the page to access the Report Definitions page, where you can select a previously saved report definition.
The following table lists the fields available on this page:
| Name of Field | Type | Description |
Custom Lists |
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Custom List |
Dropdown list |
Title of customer list to create labels for, as selected from a predefined list.
Click the Preview/Edit List link to view or edit the custom lists of email recipients. |
Show additional filter options |
Checkbox |
Option to select additional filters to the custom list to fine tune the list of customers to create labels for.
Selecting the checkbox will display the various sections of filter criteria (Population, Registration, Facility, Membership, Daycare, Leagues, POS).
Click the More>>> link of a particular section to expand it, allowing you to add filter criteria.
Click the <<<Less link to collapse the section.
Note: Adding filter criteria will limit the list to customers who meet all the selected criteria. For example, if an activity is added as a filter, only customers in the custom list who are registered in the activity will be included in the list. |
Options |
||
Output type |
Dropdown list |
The output type or format of the report, as selected from a predefined list.
The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel. |
Send to minor's guardian? |
Checkbox |
Option to add "To the parents or guardian of" on top of the customer's name if the customer is a minor. |
Exclude Customers with Email Address: |
Checkbox |
Select this option to print labels only for customers who do not have an email address on their profile. |
Head of Household |
Dropdown list |
Option to only include heads of households in the label list or to include the head of household of a family if a customer is not the head of the household.
If Add Head of Household is selected, a label will also be created for the head of household of a family.
If Only to Head of Household is selected, only the heads of households will be included in the label list.
Note: The head of household designation can be assigned to a customer by selecting the Head of Household checkbox in the customer record. |
Residency |
Dropdown list |
Include enrollees on the list based on their residency status:
|
Customer Name Format |
Dropdown list |
Format of the customer name that you want to display in the email report, as selected from either Lastname, Firstname or Firstname Lastname. |
Sort Options |
||
Sort Options |
Dropdown list |
Sort order to use in creating the labels, as selected from Customer Name, Zip Code + Address, Zip Code + Customer Name.
If Customer Name is selected (default selection), the list is sorted depending on the Customer Name Format (Lastname, Firstname or Firstname Lastname). |
Save Report Definition |
||
Report Title |
Text |
Option to save the report definition for later use.
Click here to learn more about report definitions. |