Reporting for Fundraisers

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About this course

In addition to looking at a single account's transactions and seeing transactions in QuickBooks, an essential piece of tracking your organization's transactions is querying the database.

Learn to query the database including the number of open pledges, a high-level overview of your income, and create-your-own reports.

Fundraising Learning Path

  • Fundraising Reports
  • Fundraising Reports
  • Campaign Report
  • Soft Credit Report
  • LYBUNTS & SYBUNTS Reports
  • LYBUNTS Report Activity
  • Incomplete Transactions
  • Incomplete Transactions
  • Open Pledges
  • Open Pledges
  • Simulation
  • Stats Report
  • Stats Report
  • Executive Reports
  • Executive Reports

About this course

In addition to looking at a single account's transactions and seeing transactions in QuickBooks, an essential piece of tracking your organization's transactions is querying the database.

Learn to query the database including the number of open pledges, a high-level overview of your income, and create-your-own reports.

Fundraising Learning Path

  • Fundraising Reports
  • Fundraising Reports
  • Campaign Report
  • Soft Credit Report
  • LYBUNTS & SYBUNTS Reports
  • LYBUNTS Report Activity
  • Incomplete Transactions
  • Incomplete Transactions
  • Open Pledges
  • Open Pledges
  • Simulation
  • Stats Report
  • Stats Report
  • Executive Reports
  • Executive Reports