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Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
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Donor Management System
Fundraising Solutions
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Donor Management System
Fundraising Solutions
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Glossary
Donor Management System
1. Getting Started
2. Importing Data During Onboarding
3. Customizing your DMS
4. Training Webinars
5. Dashboard
6. Contacts
7. Contributions
8. Campaigns, Funds, & GL
9. Receipting
10. Communicating with your Donors
11. Opportunities
12. Reports
13. Settings
What's New?!
Fundraising Solutions
CanadaHelps Profile
Customizable Donation Forms (CDF)
Peer-to-Peer Fundraising (P2P)
Ticketed Events
Donations of Securities
Cause Funds
Other Promotional Opportunities
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Donor Management System
12. Reports
Learn how to generate reports and track your campaigns, funds, and donors within the Reports Tab.
Reports Overview
(1)
Navigating the Reports Tab & Available Reports
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Building a Report
(6)
Adding Custom Reports (New Reports)
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Modifying Columns on Reports
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Filtering Reports
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Sorting on Select Reports
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Adding Charts to Reports
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Saving and Exporting Reports
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Frequently Asked Questions (Reports)
(3)
How do I Export DMS Data for QuickBooks Online?
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How do I report on total contribution amounts per donor for a set date range?
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How do I report on Funds from CanadaHelps contributions?
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Advanced Reporting
(1)
Search Builder
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