Julep - Searches and Reports: Email Scheduler

Use the Email Scheduler to send Customized Saved Searches and Julep Reports to you and your key staff on a regular basis.

Saved Searches Scheduling

1. First you must select a saved search or create one if it does not exist yet. TO create a new saved search, follow the steps below:
   1. Open either a People Search or a Money Search
   2. Enter your search criteria (Ex: $1000+ donors last month)
   3. Set your preferred Output Fields
   4. Run the report to see current results
   5. OPTIONAL: Select Aggregation settings (Ex: group by People Type)
      • People Search Aggregation Options
      • Money Search Aggregation Options
   6. Save your search criteria
2. To select your saved search to be scheduled, open either a People Search or a Money Search
3. Click on the button
4. Find the saved search you would like to schedule to be emailed
   
5. Click
6. Enter the Start date and time you want the emails to begin
7. Select the Runs Every option preferred
   • Day
   • 2 Days
   • Week
   • 2 Weeks
   • 30 Days
   • Custom
     • This option allows you to select every X number days the report will run

NOTE: The report will run on the days selected at the time you select4ed for the start

8. Click when done

Julep Reports Scheduling

1. First find the Julep report to be scheduled for emailing and click
2. Enter any required prompt criteria and then click
3. Then click
4. Confirm the Name you want the scheduled report to appear as
5. Confirm the Filters’ criteria selected to be ran
6. Click
7. Enter the Start date and time you want the emails to begin
8. Select the Runs Every option preferred

• Day
• 2 Days
• Week
• 2 Weeks
• 30 Days
• Custom
  • This option allows you to select every X number days the report will run

NOTE: The report will run on the days selected at the time you selected for the start

9. Click when done

Use Case Example

Needed: List of donors potentially needing to be reported on a 48-hour report.

Steps to Setup:

1. Open Money Search
2. Under the Gifts Filter Group > Gift Amount filter enter “Greater than/Equal to” “$1,000.00”.
   
3. Under the Gifts Filter Group > Entry Date filter select “Yesterday”.
   
4. Set your preferred Output Fields
5. Run the report to see current results
6. Save your search criteria
7. From the saved search settings, click
8. Enter the Start date and time you want the emails to begin
9. Then select the Runs Every option preferred
   
10. Click when done.

Scheduled Emails Management

To view and manage all scheduled saved searches and/or Julep reports, go to the search menu or All Reports menus.

Click on the  button to view all scheduled saved searches.

Click on the  button to update the settings for your email scheduled report.

Click on the button to cancel your email scheduled report.