Advanced Search (Always CLEAR SEARCH first to clear any previous search criteria that is still being remembered by the system.)
Box for “Include Do Not Solicit” - CHECK if just need for stats/info purposes, and UNCHECK if running a list for solicitation or mail
% = use as a wildcard character for search fields to have anything entered in that field in the donor’s record (example: %@% will give you all records with an email address)
Enter “none” into a search field when you want a donor that does NOT have that information entered in his record
Two ways to view reports:
RUN - displays on screen or downloads a PDF version
EXPORT - downloads a spreadsheet file to be uploaded into Excel or Google Sheets
Reports most helpful to a Development Director or Executive Director:
Gift Totals By Donor
Donor 5-Year Overview
Inactive Former Donors
Multiple Gift Range By Date
Non-Regular Donors
Renewals (gave last year AND this year, or between any two date ranges)
Top X Single Gifts
Top X Donors
Giving Statements
Monthly Statement PCC (PDFs of statements)
Fund = Where gift amounts go for your Center, what account the $$ are funding
Source = What caused a donor to give (events, mailers, advertising, personal contact, etc)
You can make Funds and Sources INACTIVE as needed so that they no longer show in a drop-down menu of options.