I'm wanting us to send birthday cards to volunteers, key donors and prospects, and the like. While I can look at individual records, I cannot seem to find a way to pull a data set (name, address, birth date, etc.) based on a birth date range. For instance, a list of records that have birthdays in the month of January.
Anyone doing something similar, whether for birthdays, or some other data point?
Thanks.
William
A fairly simple solution may be to use Reminders – formerly called Ticklers. In fact, check out the Help System topic “Reminders Screen” -- it uses this very scenario as the example. The free-text Notes field might even suffice to store the address info. To get your data out, a “Tickler Report” is available in the TASK Shared Reports Library that accommodates begin-and-end date filtering, among other handy parameters. Export it to Excel or save it as a list for all your other reporting or output set needs.