September 9, 2016

Donations: Batch Reports (v17 & Newer)

In this video, learn how to run Donations batch reports. Presented on 11/9/2015.
March 10, 2017

Donations: Capabilities of Comparison Reports (v17 & Newer)

In this video, learn about the capabilities of Pledge/Giving Analysis, Campaign & Giving Comparison, Step & Statistical Reports. Presented 2/22/2017.
July 24, 2017

Scheduler: Reports (v17 & Newer)

In this video, learn about the options to generate reports about your scheduled events. Presented 6/23/2017.
July 24, 2017

Accounting: Subaccounts or Subtotals (v17 and Newer)

In this video, learn about the differences, when and how to them setup. Presented 6/19/2017.
July 24, 2017

Donations: Entry Options (v17 & Newer)

In this video, learn about the variety of options available on the Donation Entry screen. Presented 7/13/2017.
September 11, 2017

Donations: Report Options (v17 & Newer)

In this video, learn how to use the report options to get the data you prefer to see. Presented 8/23/2017.
September 11, 2017

Scheduler: Report Features (v17 & Newer)

In this video, learn how to setup the reports. Presented 8/16/2017.
December 18, 2017

Membership: Adding Families (v20 & Newer)

In this video, learn about the blank data entry form and field choices in data entry. From workbook M101, pages 9 - 21. Presented 11/2/2017.
December 18, 2017

Membership: Adding Individuals (v20 & Newer)

In this video, learn about the individual fields and options. From workbook M101, pages 22 - 30. Presented 11/6/2017.
December 18, 2017

Membership: Tabs, Options and Transfer (v20 & Newer)

In this video, learn about the tabs for groups, classes and comments. Also covered is transferring. From workbook M101, pages 30 - 34. Presented 11/7/2017.
December 18, 2017

Membership: Printer, Label, Compass, etc. (v20 & Newer)

In this video, learn about the buttons for the printer, label, compass and copy. From workbook M101, pages 31 - 32. Presented 12/1/2017.
December 18, 2017

Membership: Customizing Fields. (v20 & Newer)

In this video, learn about adding new fields and terminating persons. From workbook M102, pages 2 - 9. Presented 11/14/2017.