Chapter 12
REPORT FORMS
You can generate hundreds of combinations of reports, which will help you manage your campaign and get to know your donors. In this chapter you’ll learn how to:
Select reports by company
Sorting your reports
Criteria list
Audit reports
Receive campaign coordinator reports
Hide pledge amount / SSN
View or print reports
Note: If you leave the company or sort blank, everyone is included.
1. Select the company from which you would like your report using the down arrow button.
2. If you would like filtered your reports, use the down arrows to choose sorts.
3. You may add additional criteria by choosing to select dates, batch number, or dollar amounts. These filters will only appear if a report with criteria has been chosen.
4. Audit reports will tell you if there were any ignored errors.
Tip: Run reports every day cards are scanned for immediate Audits.
5. Campaign Coordinator Reports give you information critical to keeping track of group information and progress.
6. CLICK Hide pledge amount and / or SSN to remove from reports.
7. You may view your selection on screen or print out a hard copy.