Queries & Reports

Building your own queries

• Creating and editing your own queries
• Query Tool- Queries & Lists
• Query Tool- Attributes
• Query Tool- Campaigns
• Query Tool- Memberships
• Query Tool - Payments & Recurring

See all 9 articles

Contact reports

• Donor Propensity Scoring
• All Contacts with Birthdays

Lists

• System Generated List
• Lists Maintenance
• Lists- Create / Add contacts / Remove contacts

Financial reports

• Annual Receipts Generator
• Pledge reports
• How to use Cashbook Report