Click-Through Guides

    1. Create a Report (En/Es)

    2. Customize a Report (En/Es)

    3. Save and Schedule a Report Template (En/Es)

    4. COMING Q4: When to Use a Report vs Create a List

    1. Create and Use a Custom Export Format

    2. Combine a Report and an Export File to Get All the Columns You Want in One Spreadsheet (En/Es)

    3. View and Export Notes by Note Category (En/Es)

    1. Filter a Report by Who Has and Hasn't Donated Before

    2. Combine WealthEngine Results with Moves Plan Data

    3. Creating Helpful Grants Reports

    4. Include Grants in Contributions Reporting

    1. Create a Phone Banking Report (En/Es)

    2. Use the Email Address Status Report to Assess Subscriptions

    3. Generate Email Performance Report with Filtered Results

    4. Report on Overall Email Performance

    5. Report on Overall Email Deliverability

    1. Create a Saved Report Based on Event Types | Non-Ticketed

    2. COMING Q3: Create a Saved Report for a Set of Ticketed Events

    1. COMING SOON: Reports Comparison Spreadsheet

    2. COMING Q3: Choose the Right Report: Limitations by Report Type

Details

  • 16 guides
  • EveryAction, WealthEngine

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Built in Collaboration

  • Asian American Advocacy Fund

  • Center for Science in the Public Interest

  • Climate-X-Change

  • Equitable Recovery & Reconciliation Alliance

  • National Domestic Workers Alliance

  • Science Friday

  • Showing Up for Racial Justice