Reporting – Overview скачать в хорошем качестве

Reporting – Overview

From pre-made templates to scheduling custom reports, see what reporting abilities you have in Kindful. TRANSCRIPT Kindful is your central hub for donor and fundraising data. With all your information in one place, getting a full picture of your fundraising and donor base is pretty easy. There are a few great ways you can create powerful reports for your data. We’ve designed over a dozen different pre-made templates that you can run with a single click. You’ll probably recognize a handful of these from the nonprofit world, like LYBUNT, SYBUNT, and Soft Credit reports. You can create your own reports, for either single time use or repeated reporting. Using the filtering features of our Contacts and Activities pages, you can find the exact trend or data set you need, and create a PDF or CSV of the resulting data. Whether it’s a pre-made template or one of your own, you can schedule a report to be run daily, weekly, monthly, or quarterly. Stay up to date on the latest for your org, sent straight to your inbox. The following videos in this series will explore our reporting features even more, diving into pre-made templates, custom reports, scheduled reports, and a few other tips and tricks.