For AI agents: visit https://documentation.advsol.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Hands-on exercise: Generate reports from the Generate executive reports window
- From Fundraising, select Generate executive reports to open the Generate executive reports window.
- Click New.
- Select Pledge from the Choose a Report.. scrolling list.
- In the Comparison to Previous Period area, enter 08/01/2015 in the From field and 11/01/2015 in the Thru field.
- Click Run.
