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Common Reporting Scenarios

Course 2 of 3 in Neon CRM Reports Online

In this course you will learn how to access and create common reports

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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

  • Fundraising
  • Obtain a Donation Detail Report (2:05)
  • Identify Transactions That Have Soft Credits Applied (1:51)
  • Events
  • Report on Events Associated with Campaign (2:47)
  • Memberships
  • Report on Current Members Who Have Not Donated (1:54)
  • Year-End Reporting
  • Identify Those Who Should Receive a Year-End Appeal (1:58)
  • Create a Donor Year-End Receipts Mailing List (2:06)
  • Obtain a Donation Detail Report for the Prior Year (1:51)
  • Conclusion
  • Resources
  • Goodbye!
  • Share Your Feedback

About this course

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

Curriculum

  • Fundraising
  • Obtain a Donation Detail Report (2:05)
  • Identify Transactions That Have Soft Credits Applied (1:51)
  • Events
  • Report on Events Associated with Campaign (2:47)
  • Memberships
  • Report on Current Members Who Have Not Donated (1:54)
  • Year-End Reporting
  • Identify Those Who Should Receive a Year-End Appeal (1:58)
  • Create a Donor Year-End Receipts Mailing List (2:06)
  • Obtain a Donation Detail Report for the Prior Year (1:51)
  • Conclusion
  • Resources
  • Goodbye!
  • Share Your Feedback