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Useful Information

If you want to send an email instead of a letter, see Email Letters and Statements.


You can write a letter and address an envelope to a family or an individual.

 To address and send a letter
  1. Locate the family or individual you want to send a letter to.
  2. In the navigation pane, click Individual Letter, Label.
  3. Select the report you want.

    Useful Information

    Alternatively, you can add a new report or copy an existing report. See the Additional Field Information below for more information.

  4. If the family or individual prefers email over regular mail, select to send the letter via email. Click Next.
  5. In the Overview window, you can edit the name and description, select a report owner, and designate report access. Click Next.
  6. Select your printing options, and click Next.
  7. Set the options in the Layout window. Click Preview > Print.


Additional Field Information

If you want to create a customized report, you can add a new simple report or build an advanced report.

If you like the format of a default report but want to add an additional field or message, you can copy the default report, customize it, and save it with another name – all without losing the original report format.

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