Writing your own custom reports depends on your ability to understand the logic of how to ask for what you want. What are Null values? Why doesn't the filter "contact type does not equal donor [or member or volunteer, etc.]" work? How do you structure the filter for a LYBUNT report (donors who gave "Last Year But Not This Year")?
In this webinar, we're going to focus exclusively on the LOGIC of writing reports - that is, how do you structure filters and use formulas to pull the data that you want in a report?
This session will be interactive, with the trainer fielding questions from the audience on different queries they are trying to write. This session is for intermediate and advanced users who have familiarity with creating Standard/Advanced Reports inside of Fundly CRM and Fundly Connect [we will not be covering the basics of how to create a Standard Report in this session! Please attend the Creating and Editing Standard Reports webinar or watch the recording of that webinar in the support library) before attending this one.
All webinar times Pacific.
Meeting credentials will be sent out via email 1 hour prior to the webinar start time. If you don't receive your credentials, please call the support desk.