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Common Reporting Scenarios (STAFF)

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About this course

Watch how to access and create reports for common reporting scenarios including fundraising, events, memberships, and year-end reporting.

Curriculum

  • Course Introduction
  • Fundraising
  • Lesson 1 - Watch It: Obtaining a Donation Detail Report
  • Lesson 2 - Watch It: Identify Transactions That Have Soft Credits Applied
  • Events
  • Lesson 1 - Watch It: Events Associated With Campaigns
  • Memberships
  • Lesson 1 - Watch It: Current Members Who Have Not Donated
  • Year-End Reporting
  • Lesson 1 - Watch It: Identify Those Who Should Receive a Year-End Appeal
  • Lesson 2 - Watch It: Donor Year-End Receipts Mailing List
  • Lesson 3 - Watch It: Obtaining a Donation Detail Report for the Prior Year
  • Conclusion
  • Resources
  • Reporting Scenarios
  • Goodbye!

About this course

Watch how to access and create reports for common reporting scenarios including fundraising, events, memberships, and year-end reporting.

Curriculum

  • Course Introduction
  • Fundraising
  • Lesson 1 - Watch It: Obtaining a Donation Detail Report
  • Lesson 2 - Watch It: Identify Transactions That Have Soft Credits Applied
  • Events
  • Lesson 1 - Watch It: Events Associated With Campaigns
  • Memberships
  • Lesson 1 - Watch It: Current Members Who Have Not Donated
  • Year-End Reporting
  • Lesson 1 - Watch It: Identify Those Who Should Receive a Year-End Appeal
  • Lesson 2 - Watch It: Donor Year-End Receipts Mailing List
  • Lesson 3 - Watch It: Obtaining a Donation Detail Report for the Prior Year
  • Conclusion
  • Resources
  • Reporting Scenarios
  • Goodbye!