March 7, 2023Membership: Basic Reports (v24 & Newer)In this document or video, learn how to use this columnar report for most of your reporting needs. Presented on 03/07/2023.
March 15, 2023Donations: Lists & Labels (v24 & Newer)In this video, learn how to run List Account Balances, List Giver #s, Report Options, and Labels. Presented on 03/15/2023.
March 21, 2024Donations: Pledge/Giving Analysis (v25 & Newer)In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.
April 16, 2024Membership: Step 1 Reporting (v25 7 Newer)In this video, learn about Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria. Presented on 04/16/2024.
April 17, 2024Membership: Step 2 Reports (v25 &Newer)In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 04/17/2024.