This article provides instructions on how to set up a Parent Mailing Report in BestNotes, allowing you to generate a list of parent mailing information.

Permissions Required

No specific BestNotes permissions are required.

Setting Up a Parent Mailing Report

  1. Click on the Reports button to get to the Report Building Screen.
  2. From the Fields to Display area, select:
    • Parent Mailing
    • Address 1
    • City 1
    • State 1
    • Zip 1
  3. From the Filter Criteria area, select:
    • Individual
    • In the first text area, select Tag
    • Select the Parent Mailing Tag
  4. Click View Report.

Next Steps

Back to top of page