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Fundraise Reporting

Fundraise Reporting

This course is an overview of the reporting process for Fundraise.

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About this course

This course will help you learn how to access, review and manage reports in your campaigns as well as customize and save favorites. 

Learning Objectives:

  • Demonstrate how to Generate and Manage reports.
  • Demonstrate how to Access, Customize, Save, and Export reports.

Curriculum

  • Welcome Video
  • Course Introduction
  • Running Transaction Reports
  • Lesson 1 - Watch It: Running Transaction Reports
  • Running, Modifying, Saving and Managing Donor Reports
  • Lesson 1 - Watch It: Running, Modifying, Saving and Managing Donor Reports
  • Lesson 2 - Practice It: Running, Modifying, Saving and Managing Donor Reports
  • Conclusion
  • Review
  • Resources
  • Goodbye!

About this course

This course will help you learn how to access, review and manage reports in your campaigns as well as customize and save favorites. 

Learning Objectives:

  • Demonstrate how to Generate and Manage reports.
  • Demonstrate how to Access, Customize, Save, and Export reports.

Curriculum

  • Welcome Video
  • Course Introduction
  • Running Transaction Reports
  • Lesson 1 - Watch It: Running Transaction Reports
  • Running, Modifying, Saving and Managing Donor Reports
  • Lesson 1 - Watch It: Running, Modifying, Saving and Managing Donor Reports
  • Lesson 2 - Practice It: Running, Modifying, Saving and Managing Donor Reports
  • Conclusion
  • Review
  • Resources
  • Goodbye!