Reporting & Tracking

      Getting Started

      Create a ReportCustomize a ReportSave and Schedule a Report

      Exporting

      Create and Use a Custom Export FormatCombine a report and an export file to get all the columns you want in one spreadsheet

      Financial Reporting

      Filter a report by who has and hasn't donated beforeCombine WealthEngine Results with Moves Plan DataCreating Helpful Grants ReportsInclude Grants in Contributions ReportingReport on Source Codes

      Events & Communications Reporting

      Create a Phone Banking ReportGenerate Email Performance Report with Filtered Results

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