How to modify group email reports with Crystal

Sometimes you need to send a group email to just a section of your membership and the Group Email Report in SAMS needs to be tweaked a bit, so you don't send the email to the wrong people.

The report is currently formatted to send to all individuals who have an email address, so you will need to narrow down the criteria based on whom you will be sending your message to.  You can define your list based on any field in the individual table.  In this example, I am going to use the Mail Code.

Click OK.

Click OK.

When you are through selecting your data, refresh your report by clicking on the lightning bolt button.  Make sure your report looks correct.

You are now ready to send a group email.  Click Utilities>Group Email/Fax.  Select the file you just saved.  Create your message and click send.