Officer Mailing Report

From Documentation
Jump to navigation Jump to search

Overview of NA66

Officer Mailing List is a report that displays or prints selected positions or all positions of a committee or committees. A single committee can be selected, or all committees can be selected. Term date range can be selected, and member types (current, past, future, and all) are selectable. The report can be broken out by committee, and names can be sorted by name or zip code. The report output displays the name and address, position, start date, end date, area/region, quantity and committee. To run this report:


  • From the DDI Connect main menu, double-click Name/Address System
  • Double-click Reports
  • Double-click 66 Officer Mailing Report. The parameters screen will launch:


NA662.png


The following fields are available on this screen:


Field Description
Committee If you wish to report on a specific committee, you can do so here. Type the code or click the list icon to select from a list of active committees in the system. Leave the field blank to report against all committees
Include subordinate committees If selected, sub committees will be included on the report output
Position If you wish to run a report for a specific committee position, you can do so here. Type the code or click the list icon to select from a list of active position codes in the system.
Term start date Enter the date in mm/dd/yyyy format or click the calendar icon to select the date
End date Enter the date in mm/dd/yyyy format or click the calendar icon to select the date
Member type Select the member type you wish to report against
Name '**'Inc AI codes If you wish to report only against one or more AI codes, 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 the system
Include AI codes If you wish to report only against one or more AI codes, 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 the system
Exclude AI codes If you wish to exclude one or more AI codes, 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 the system
Break by committee If selected, the system will break the report output by committee
Exclude deleted names If selected, deleted names will not appear on the report output
Display deleted names only If selected, deleted names will appear on the report output
Display additional contact info If selected, additional contact info will appear on the report output
Sort by Select the sort method you wish to use


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.


Print options.png


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.
Email 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. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.


Sample NA66.pdf