Donors- Finding, Sorting and Analyzing Donors
The Donor Page and Donor Reports so there are many ways to view Donors.
Choose the data you want to see by selecting the Data elements/columns you will see every day that will help organize your procurement team.
All Reports have a link to edit individual Donors by each Donor.
In addition to the Donor page, Reports > Pre Auction has a set of canned reports that point to your Donor page.
Donor - Finding A Specific Donor or Group such as Business Donors
Basic Filters are available as they always were.
1. Look up by name
2. Filter by Business or Individual
3. Filter by having donated
4. Search
You can select what columns you want to appear on you Donor page.
5. Customize View opens to a column menu
Choose Columns from the Pop up from Customize View
Results of Column Choice - What can be done from the Donor page
1. Convert to spreadsheet format for printing or more detailed sorting
2. Example of sorting a column by clicking on the Header. Note Triangle next to text.
| Prev: Adding Donors | Next: Defining Custom Data You Want to Collect |
Comments (0)
Add your comment