AllClientsTraining Videos

Birthdays and Anniversaries Report

See whose birthday or anniversary is coming up. Learn how to pick a month, filter by category, print mailing labels, add a sent card note to everyone on the list, and print the report.

Transcript

Birthdays and Anniversaries Report

To see whose birthday or anniversary is coming up, go to Reports, then Birthdays and Anniversaries. Each row shows the occasion, the date, and the contact's address and phone. Choose the Month you want to see.

To narrow the list, pick a category in Filter by Category. Click Create Labels to make mailing labels for everyone on the list. Use Start printing labels at to begin at any Row and Column on the sheet.

Then click the printer icon to print them. Click Close to go back to the report. Create Note adds a sent card note to every contact on the list.

And Print gives you a paper copy of the report.