This guide will walk you through how to generate and download a report showing a list of patients, including their post codes, using Campaign feature in Core Practice.

Before you start

Make sure you have access to the Marketing module and permission to create and run campaigns.

Step 1: Create a Campaign

1. Go to Marketing, then click Campaigns
   
   
    
2. Select Create Campaign Classic
   
   
    
3. Enter a Campaign Name, and set the Type to Simple Query
   
   
    
4. Click Save Changes
   
   

Step 2: Run the Campaign

1. After saving, you will return to the Campaign list
2. Use the search bar to find the campaign you just created, click on the Campaign Name to create a Run
3. On the upper right, click New Run
   
   
    
4. Select the Campaign Date
5. Choose the Campaign Period (this defined the date range for the patient records)
6. Click Next
   
   

Step 3: Create and Download the Report

1. Click Create Batch
   
   
    
2. Once the batch is created, click on the date to open the list again
   
   
    
3. On the upper right, click Download to export the report as a excel file.
   
   

What’s included in the Report

The downloaded Excel file will contain a list of patients within your selected period, including their postcodes, which can be found in Column Z.

Tips

• Ensure your campaign period is set correctly to capture the right patient data
• If your list is empty, double-check your selected date range and campaign settings

If you have any questions, please click the yellow Help button at the bottom left and chat to us. We are more than happy to help!