Article

Email List Report

« Go Back

Information

 
Content

User-added image

Reports Manual 

 

Email List Report




What will this report show?

This report will give information on all Account Guardian 1 and Guardian 2 Contact email addresses.

How should I use the report?

It is recommended that this report be used to:

  • Filter email address details for Active, Inactive, Waistlist and Deleted Accounts
  • The report will always build information based on today's date for data that has been entered for the Account
  • The report will  display Account Guardian 1 email address
  • The report will only display the Account Guardian 2 if, they have an email address added and they are flagged as Guardian 2 in the General Tab

What can I do with this information?

Using this report:
  • To assist the Service with viewing Account Guardian 1 and Guardian 2 email addresses
  • The Ability to filter details for Active, Inactive, Waistlist and Deleted Accounts

What if I need clarification on the report?

QikKids will always display the current information for Accounts and Status according to what has been added for the Account.
If Account Guardian 2 isn't' displaying on the report:
  1. Check the Contact has an email address added into their Contact details
  2. Check they are selected in the General Tab as the Account Guardian 2



If you require any further assistance please contact the Customer Experience Team on 1300 367 770.

 



    Instructions

    Step 1.  Select the > Reports Screen
    User-added image
     
    User-added image
    Step 2. Select > Contacts
    User-added image

     
    User-added image
    Step 3. Select the Email List report and select Preview.

    Please note that reports are listed alphabetically.

    User-added image
     


     
    User-added image
    Step 4. Select the Accounts to include in the report for and select OK.
     

      User-added image
     
    User-added image
    Step 5. This datasheet shows:
    • Centre Name
    • Account Name
    • Title
    • First Name
    • Last Name
    • Email Address.
      Contact has to be an Account/Guardian 1 or 2 to show on Email List.

       
     
    User-added image

     
     

     

    Attachments 

    Feedback

     

    Was this article helpful?


       

    Feedback

    Please tell us how we can make this article more useful.

    Characters Remaining: 255