Analytics & Reporting
Reporting & Analytics
30 articles
Reporting Basics
Get started with reporting and reporting fundamentals.
Report Columns and Filters
Report Basics: Add Filters
Report Basics: And versus Or
Report Basics: Include versus Exclude
Report Basics - V
Report Basics: Add and Edit Columns
Report Basics: Reporting Screen
Create Reports
Scheduled Reports
Filter Emails
Manage Reports and Folders
Raised and Revenue Basics
Scheduled Reports Best Practices
Reports & Filtering
Build reports for specific scenarios and topics
Report on Relationships
Report on Projected Revenue
Report on Consecutive Giving
Run a Report by Household
Year-End Appeals: Prepare Baseline Reports
What are report types?
Report on Bad, Incomplete, or Missing Addresses
Report on Year-Over-Year Giving
Recapture Lapsed or Lapsing Donors
Report on EU Constituents
Filter on Cumulative Giving
I ran a report but it shows a lot more results than I wanted. Even though I told the system to exclude certain types of results, they’re still showing up.
Use Filters from Another Report
Advanced Filters: Different Types of Data - V
Filter for Multiple Criteria
Filter for Specific Accounts
Find and Handle Bad Email Addresses