Name/Address Update Report
Jump to navigation
Jump to search
Overview of NA22
The Name/Address Update report displays information about constituent data that has changed within the date range that you establish. It also gives the option of generating Change Notification Letters that you can then send to your constituents as confirmation of the change. To generate the report:
You have the following options on this screen:
| Field | Description |
|---|---|
| Start date | Enter the beginning date of the range you wish to report against. You can type it in a mm/dd/yyyy format or click the calendar icon to select the date |
| End date | Enter the ending date of the range you wish to report against. You can type it in a mm/dd/yyyy format or click the calendar icon to select the date |
| Regions to include | If you wish to report only on a particular region or regions, you can do so here. Type the region code or codes, separated by commas, or click the list icon to select from a list of active regions in your system |
| AI codes to Include | If you wish to include only those constituents with one or more AI codes on their record, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active AI codes in your system |
| Print Change Notifications Letters | If selected, the system will create a merge file that will allow you to mail notification letters to the constituents whose records have changed |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click start. If you elected to generate notification letters, you will now want to merge those files. The system will display a summary of the report results. Click below to view a sample of that report.
Mailmerge Fields
This report generates mailmerge data (max 50) and has the potential to include the following fields.
| Name | Description |
|---|---|
| ExtractDate | Actual date the Name/Address Update Report was run |
| EffectiveDate | Actual date (not business date) when the address change was made |
| OldAddress1 | |
| OldAddress2 | |
| OldAddress3 | |
| OldAddress4 | |
| OldAddress5 | |
| OldAddress6 | |
| NewAddress1 | |
| NewAddress2 | |
| NewAddress3 | |
| NewAddress4 | |
| NewAddress5 | |
| NewAddress6 |
