Frequently Asked Question

How can I get a count or list of Yahrzeit Notifications?
Last Updated 4 years ago

  • Open Fundraising->Reports
  • Make sure query is cleared out and "Exclude Not Active" and "Exclude Admin Only" are not checked.
  • For the "from" date choose today's date for the "to" date choose a date two years in the future.
  • Choose the report: "Yizchor List - Export Only"
    • If you don't see the report click on the "Options" drop down menu and choose "Reload Reports"
    • If you still don't see the report, contact support.
  • Click on the View button.
  • For USA only add a query line from general info: "Country is blank"
  • For International only add a query line from general info: "Country is not blank"
  • Report will generate a single blank line (see below). This is normal.
  • Click the "Report" drop down menu.
  • Click "Export To Excel All Fields."
  • In Excel, press the CTRL-END key combination.
  • The number on the left is the number of people being notified (plus 1).
  • The list can be saved and sent to Wayne as is.

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