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Welcome
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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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Goodbye!
Common Reporting Scenarios
In this course you will learn how to access and create common reports
Watch how to access and create reports for common reporting scenarios including fundraising, events, memberships, and year-end reporting.