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Confirm Data Report

Created: 10/26/2017Updated: 04/19/2018


The Confirm Data report summarizes the family’s contact information. This report is set up as a letter to the family so that they can confirm their contact information.

confirmdatareport

To run the repot, do the following:

  1. Expand the People menu.
  2. Click on Reports.
  3. Highlight Confirm Data.
  4. Select your Run For criteria.
  5. Choose the appropriate associations, keywords, or groups based on the category you chose.
  6. Click GENERATE.
  7. A window will be displayed for you to enter instructions for updating the contact information.
  8. Click CONTINUE to begin printing the letters.

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