Reporting Basics
Get started with reporting and reporting fundamentals.
15 articles
- Report Columns and FiltersView all columns and filters you can use in Bloomerang CRM reports
- Report Basics: Add FiltersCustomize report data by adding filters in Bloomerang CRM
- Report Basics: And Versus OrLearn about filter logic in Bloomerang CRM
- Report Basics: Include and ExcludeLearn when to include or exclude filters in Bloomerang CRM
- Report Basics: Add and Edit ColumnsControl what appears in your report results adding and adjusting columns in Bloomerang CRM
- Report Basics: Manage Report Results
- Create ReportsCreate and customize reports in Bloomerang CRM
- Schedule ReportsUse scheduled reports to automate reporting and email delivery in Bloomerang CRM
- Filter Constituent Emails
- View and Manage Reports and Report FoldersManage your reports in a centralized place in Bloomerang CRM
- About Raised and Revenue AmountsUnderstand how Bloomerang CRM categorizes transactions and how to work with these transactions
- Scheduled Reports Best PracticesLearn the recommendations and best practices for scheduling and emailing reports in Bloomerang CRM
- Copy ReportsBloomerang CRM
- Edit ReportsRefine the reports you create in Bloomerang CRM
- About Conversational Reporting