Example Question - I need a list of all donors with their mailing info from Operation Christmas , Operation Baby 10, Operation Christmas Baby 12, Operation Christmas Baby 13, and baby 2011. How do I accomplish this so that all the information is compiled on one list?
Answer - Go to the Donor Dashboard, then click "List".
Click "Clear Search" at the top right to start with a new Search.
Next, click "Advanced Search", and UNCHECK the "Include Do Not Solicit" check box. This will EXCLUDE anyone with the No Solicitation box checked.
Next, click the "Gifts by Source" tab and select all the Sources you listed. This will include anyone that either GAVE or PLEDGED to those Sources.
To export to Excel, click the "Export" button at the top right of the list.