This option allows you to export a listing of customer’s addresses into a comma delimited file, Microsoft Excel, or do your own mail merge function. You can choose a selection based on payment type, customer type, income, and last active date. When you select this option you will get the following menu:
Once you have your selection criteria set, click Generate. Your report will look similar to the following:
Once the report is displayed on the screen, click the Export Button (picture of an envelop at the top center of the screen). You can then chose the format of the export such as Excel, Word, comma delimited, etc. Leave the Destination to be Disk File and click OK. You will then select the location and enter the file name of the export file. Once exported, you can then use the file in your mail merge program such as Microsoft Word or Excel.