Queries & Reports

Building your own queries

• Creating and Editing Your Own Queries
• Query Tool- Lists
• Query Tool- Attributes
• Query Tool- Campaigns
• Query Tool- Memberships
• Query Tool- Payment Values

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Contact reports

• Donor Propensity Scoring
• All Contacts with Birthdays

Lists

• Lists Maintenance
• Lists- Create / Add contacts / Remove contacts

Financial reports

• Annual Receipts Generator
• How to use Cashbook Report