CRM Reporting - Sales

Curriculum

• Module 4 Introduction
• Intro to Reports
• Creating & Running Reports
• Lesson 1 - Methods of Accessing Reports
• Lesson 2 - Watch It: Create a New Report
• Lesson 3 - Watch It: Editing Criteria & Columns
• Saving, Exporting, & Sharing Reports
• Lesson 1 - Saving, Exporting and Sharing Reports Introduction
• Lesson 2 - Watch It: Saving Report Configurations
• Lesson 3 - Watch It: Exporting a Report
• Lesson 4 - Watch It: Sharing a Report
• Dynamic Dates
• Lesson 1 - Using Dynamic Dates as Criteria in Reports
• Lesson 2 - Watch It: Using Dynamic Dates as Criteria in Reports
• Search Groups
• Lesson 1 - Using Search Groups in a Report
• Lesson 2 - Watch It: Using Search Groups in a Report
• Exclude From Results
• Lesson 1 - Using Exclude From Results
• Lesson 2 - Watch It: Using Exclude From Results in Reports
• Search Within Results
• Lesson 1 - Using Search Within Results
• Lesson 2 - Watch It: Using Search Within Results in Reports
• One-Click Reports
• Lesson 1 - Watch It: Accessing One-Click Reports & Modifying Columns
• Stats Report
• Lesson 1 - Creating a Stats Report
• Daily Reports
• Lesson 1 - Daily Reports
• Lesson 2 - Watch It: Accessing Automatic Daily Reports
• Lesson 3 - Watch It: Running a Custom Date Range Daily Report
• Executive Reports
• Lesson 1 - Executive Reports
• Lesson 2 - Watch It: Creating an Effectiveness Over Time Executive Report
• Lesson 3 - Watch It: Creating an Income Analysis Executive Report
• Common Reporting Scenarios
• Lesson 1 - Watch It: Obtaining a Donation Detail Report
• Lesson 2 - Watch It: Identify Transactions That Have Soft Credits Applied
• Lesson 3 - Watch It: Events Associated With Campaigns
• Lesson 4 - Watch It: Current Members Who Have Not Donated
• Lesson 5 - Watch It: Identify Those Who Should Receive a Year-End Appeal
• Lesson 6 - Watch It: Donor Year-End Receipts Mailing List
• Conclusion
• Review
• Resources
• Goodbye!