At Vega, we offer a variety of different reports depending on the data that you want to generate. For example, we have Vega Preset Queries from the 'Contacts' page where you can have access to all your contacts and specific criteria.
You can also review and report on your total month’s postings in the Cashbook Report, including a total batch summary.
Total Batch Summary Report
- You can also run reports from the 'Engage' page directly in the campaign options - This reports gives you the status or the email sent, opened etc.
- Vega also has its own 'Insights' page - This feature is full of different options from Metrics to Donor list by campaign and Survey result.
You can also review and report on your total month’s postings in the Cashbook Report, including a total batch summary.
Total Batch Summary Report
- Go to the ‘Money’ section
- Click on ‘Cashbook Report’
- You will see a tab header titled ‘Batches’, this will display the total batches posted during a selected time period, click 'Start' and 'End' dates for the period you want to report on
- You can select the bank account by clicking the ‘Accounts’ drop-down menu
- To export your summary to CSV file click ‘Export to CSV’
- To print your summary to PDF, click ‘Print to PDF’
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