Are you on the user list of Apsona? If not, you won't see it. If you need to add yourself or somebody else, go to Setup > Installed Packages > Apsona > Manage Licenses.

You and Cynthia are on the list along with me. If you need to add someone else, you can remove Cynthia or me and Click Add Users to add somebody else. These licenses are interchangeable. You have three of them, and any three staff members will be fine.  

1. Contacts, Accounts and Donations are the objects you can access. We can change this, if you need other objects. Click "More" to find other objects that are available to you.
2. This is where you set the columns in your tabular view.
3. This is where you set up the filters to see only the data that you want to see.
4. Notice that you always get the total number of records in this report.

We'll do this be creating the tabular view that we need and then creating the filters that will give us all the donations for this year. Note that you'll need to change this every December, so that on January 1st, you will be able to access the records from the previous year to send the thank you emails out.

I inadvertently left a fourth option in the logic. If you do that, you'll need to remove it from the Filter Logic field.
Now, hit search to bring up your list.

We'll use the same principles to set up the contact list for the end of year letter:

• Tabular View
• Choose a field set
• Choose or create a filter set
• Search

Notice: The Total Gifts This Year field has to be set up to be greater than 0.01 because if we say, Total Gifts This Year is Not Empty, we'll still get all the ones listed as $0.00.

I suggest changing this report to Total Gifts Last Year, and then run the report on January 1 of the next year. I also suggest getting ahold of the 12 people who don't have emails, or adding address fields to the report so those without emails can get a snail mail letter, if you want to send one out to them.

The compose email object has all kinds of useful tools. There's a "Show Reply-to" checkbox, if you want to give them an email address to reply back. The CC checkbox will show your donors that you're getting CC'd on these emails. There is a subject line as well.

Check out all the options you can use below the "Message:" line.

You can add photos,
text in parentheses,
numbered lines and bulleted lines.
You can center the text or move it to the right or left.
You can indent.
Change the colors of the text.
Change the Size and Font of the text.
...and more!

Note that you can have these emails added to the Activity History on each donor's record. And you can see how many of these emails will be sent. Once you've composed the email you want to send, all you do is hit Send and the email will go to all of last year's donors.

This template is a bit austere for my tastes. It does work, though. I tested it already. But you might want to spend a bit more time designing something that shows your annual donors just how much their support means to you and FIABA.