Hands-on exercise: Generate reports

From Fundraising, select Generate reports to open the Generate reports window.
Export a report in Microsoft Word for all gifts made during August 2009:

Report Types: Export
Available Reports: All Gifts to Microsoft Word
Click Run to display the Select Date Range window.
Enter 08/01/2009 in the Begin Date field.
Enter 08/31/2009 in the End Date field.
Click OK to display the Set print file name window.
Browse to the desired folder for the file.
Enter August 2009 in the File name: field.
Click Save.

Issue a reminder for installments due during August 2009:

Report Types: Issue
Available Reports: Reminder for Installments Due
Click Run to display the Select Date Range window.
Enter 08/01/2009 in the Begin Date field.
Enter 08/31/2009 in the End Date field.
Click OK. The Set report destination window opens.
Select Screen and click OK.

Generate a summary of all gifts made during August 2009, sorted by campaign:

Report Types: Reports
Available Reports: Giving Summary
Click Run to display the Reports window.
Enter ANNUAL in the Campaign field.
Enter 08/01/2009 in the Date field.
Enter 08/31/2009 in the Thru field.
Click Run.

Generate a detailed list of all pledges made to the General (GEN) fund from August 1, 2009 through November 1, 2009, sorted by customer ID:

Report Types: Reports
Available Reports: Pledge Summary
Click Run to display the Reports window.
Select Member Number from the Sort & Summarize by scrolling list.
Delete ANNUAL from the Campaign field (if still displayed from the last report run).
Enter GEN in the Fund field.
Enter 08/01/2009 in the Date field.
Enter 11/01/2009 in the Thru field.
Click Run.