Build NPOconnect Emails Report

This feature is available to internal YourCause Administrators only.

This report shows all of the system email templates that are sent by NPOconnect to users at various times.

Note: This report includes system email templates only. It does not include specific emails sent to Nonprofit Administrators, organizations, etc.

  1. Navigate to the Reporting area.

  2. In the Reporting table, search for NPOconnect Emails or select Communication from the dropdown to view all related reports.

  3. Click on the report name to open it.

  4. On the report page, enter any of the following search criteria and filter to find your specific results.

    • Search by the email subject

    • Search by the email trigger

    • Select a specific email class from the dropdown

      Note: By default, emails are returned for all classes. To view a description of each class, click on the Information icon in the header of the page or view the FAQ.

  5. Optional - Click on the filter icon to apply filters for:

    • Audience

    • Subject

    • Trigger

The report will automatically narrow the results based on the search, class, and/or filter you specify. You do not need to refresh to apply your selections.

Tip: Click on the Preview icon to the right of the item to preview the email in a new screen.

Tip: A copy of the report can be downloaded using the Download results to CSV file button.

 

Frequently asked questions