Reports Menu
The Reports menu gives you access to Cultivation Report, Gift, Schedule, Summary, and Queries reporting capabilities.
- Performance Dashboard
- Advanced Query Wizard Overview
- Advanced Query Wizard: Create a General Purpose Query
- Advanced Query Wizard: Create a Mail Merge Query
- Advanced Query Wizard: Create a Form Type Query
- Advanced Query Wizard: Create an Audit Trail Query
- Advanced Query Wizard: Create an Engage Type Query
- Advanced Query Wizard: Create a Patient Services Type Query
- Advanced Query Wizard: Query Calculations
- Advanced Query Wizard: Aggregate Query Results
- Cultivation Report
- Gifts Report: Non-Donors
- Gifts Report: Loyal Donor
- Gifts Report: Cumulative Giving
- Gifts Report: Donor Detail
- Gifts Report: Finance Summary
- Gifts Report: LYBUNT
- Gifts Report: Payment Type
- Gifts Report: Pledge Drive
- Gifts Report: Pledge Reminder
- Gifts Report: Pledge Summary
- Gifts Report: Solicitation
- Gifts Report: SYBUNT
- Email Reports: Pledge Status Report
- Membership Statistics Report
- Schedule Report: Shift Schedule Summary
- Schedule Report: Missed Event Summary
- Donation Statistics Wizard: Generate an Annual Statistics Report
- Donation Statistics Wizard: Generate a Donor Statistics Report