Our new report messaging (beta) feature allows you to send email messages directly from our custom report builder.
Use this feature to send a message without clicking into multiple rosters, create a quick note or reminder for all registrants within a specific semester, or send reminders to your instructors!
Note: If you want to message an individual class roster, you can use our messaging feature.
How to access report messaging
Any custom report that includes email will now display a Message option in the top options menu.
- Navigate to Reports and click on Custom
- Click +New Report in the top right corner
- Select a prompt from the dropdown menu and drill down using the +and button to create your custom report.
- For example "I want a list of: Children > Who've Attended These Locations > (Check any or all applicable options)
- Click Get My Report to view the report
- To message the list, click the Message button toward the top right
- To favorite and save a report for easy access, click the star icon near the title of the report
Note: you will receive a copy of every message sent.
How to use this messaging feature from specific reports
We've put together resources to help you build common messaging lists. If you need help building a different list, please reach out to support@sawyertools.com
Message all families in Sawyer Tools
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Navigate to Reports and Click on Custom
- Click +New Report in the top left corner
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Filter by: "I want a list of: Members"
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Click Get My Report to view the report
- Click Message to message the list
Message families enrolled at a specific location
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Navigate to Reports and Click on Custom
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Click +New Report in the top left corner
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Filter by: "I want a list of: Children > Who've Attended These Locations > (specific locations)"
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Click Get My Report to view the report
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Click Message to message the list
Message multiple rosters at once
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Navigate to Reports and Click on Custom
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Click +New Report in the top left corner
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Filter by: "I want a list of: Children > Who've Attended These Scheduled Activities > (specific activity or select multiple)"
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Click Get My Report to view the report
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Click Message to message the list
Message students enrolled in specific activities
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Navigate to Reports and Click on Custom
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Click +New Report in the top left corner
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Filter by: "I want a list of: Children > Who've Attended These Schedules > (specific semester, camp, or event)"
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Click Get My Report to view the report
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Click Message to message the list
Message customers who made orders during specific date range
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Navigate to Reports and Click on Custom
- Click +New Report in the top left corner
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Filter by: "I want a list of: Orders"
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Click Get My Report to view the report
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Use the Calendar Filter on the report preview to Drill down orders for a specific date range
- Click Message to message the list
Message instructors by activity or schedule
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Navigate to Reports and Click on Custom
- Click +New Report in the top left corner
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Filter by: "I want a list of: Instructors > Who've Taught These Activities > use this and other filters options to send reminders to a specific list of instructors in specific schedules or activity."
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Click Get My Report to view the report
- Click Message to message the list