To find the Review Cards Before Exporting window


  1. Click Create Personalized Letters in the Card File Command Center.

  2. The Review Cards Before Exporting window appears.

    -- OR --

    If you marked the Reports & Forms preference Always Display Advanced Filters Before Sending Forms (to find the preference: Setup > Preference > Reports & Forms), the Advanced Filters windows appears.

    Make the appropriate selections in the Advanced Filters window and click OK to display the Review Cards Before Exporting window.