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Course Introduction
- Fundraising
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Lesson 1 - Watch It: Obtaining a Donation Detail Report
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Lesson 2 - Watch It: Identify Transactions That Have Soft Credits Applied
- Events
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Lesson 1 - Watch It: Events Associated With Campaigns
- Memberships
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Lesson 1 - Watch It: Current Members Who Have Not Donated
- Year-End Reporting
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Lesson 1 - Watch It: Identify Those Who Should Receive a Year-End Appeal
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Lesson 2 - Watch It: Donor Year-End Receipts Mailing List
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Lesson 3 - Watch It: Obtaining a Donation Detail Report for the Prior Year
- Conclusion
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Resources
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Reporting Scenarios
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Goodbye!
Common Reporting Scenarios (STAFF)
Course 34 of 34 in Support Training
Watch how to access and create reports for common reporting scenarios including fundraising, events, memberships, and year-end reporting.