DriveStraight
Level 2

Account management

Answer is really incomplete. Next steps are take those two reports and do "VLOOKUP" either in Microsoft Excel or Google sheets.
It's something of a bother because the reports don't have specifically just the name if you want to do the "totals", i.e. the total year's donations. I had to do a lot of rearranging of the "sales by donor" report list
"Total for Smith, Joe" $72.00
because that name doesn't align specifically with "Smith, Joe" any other report.

And then if you want to do a mail merge you have to separate the names out using the data split function. If you want to make your mail merge letter sound personal