Reports and Filters Basics_BLG Basics.pdf

Reports and Filters Basics_BLG Basics.pdf

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  Welcome to Bloomerang Academy Thankyou for joining us!
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  Ask questions Live Transcript Shareideas Housekeeping
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  Housekeeping We will sharethe slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to [email protected]. Our support team is amazing!
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  Poll
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  Margie Worrell Margie Worrellis the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two children and her two small dogs. Curriculum Manager
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  Left-side Navigation BarUpdates! But first a commercial break for… ⅓ of the space….all of the functionality! Before… After…
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  Where is itnow? Can’t find it? Check this out!
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  Stay tuned… More improvements tocome! Now, back to your regularly scheduled Academy session!
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  Reports and FiltersBasics
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  What will we covertoday? 1. Reports List features 2. Creating a new report 3. Reports and filters processes 4. Filtering for groups in reports 5. Referencing reports in Emails/Letters 6. Demo reports and filters in Bloomerang 7. Q&A We will cover how to get this person off your back with brilliant reports!
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  Why would you runa report? ● Need to find out about financial data like projected cash flow or donors with high giving potential ● Wanting information on constituents, like lapsing donors or loyal donors ● Wanting to find constituents to volunteer ● Looking for trends over time ● Basically, any data you want out of your database will come in the form of a REPORT
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  The most important part ofyour report is your FILTERS Your entire database A certain attribute filter makes the group smaller Another attribute filter, even smaller Another attribute, fewer people Only the data you want to find Filter Filter Filter
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  Reports List Features Hereare some things to note: Most recent reports Filter by Active/Inactive Find more filters Previous Reports list Show More Filters
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  Reports List Features Hereare some things to note: PRO TIP: You can use the naming of your reports to help create “folders”. For example, you can put something like VL at the front of reports for volunteers or AC at the front of reports for your annual campaigns. Then when you sort alphabetically, those reports will be grouped together. Report type Blue Dropdown Arrow Copy and customize reports to use them as a template
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  Creating a newreport Two routes to take: Build a report from scratch What would you like to see in your report? ● Constituents ● Transactions ● Interactions ● Notes ● Tasks Start from a template 18 options! ● Check them out and see if one is close to what you are looking for. ● They are customizable, meaning you can alter the filters to meet your needs. ● They are a great place to go to learn more about filters. Remember: You can access constituent filters in a transaction report and transaction filters in a constituent report.
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  Templates Gives you ahead start! There’s a lot going on here…don’t reinvent the wheel!
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  Referencing Reports This cansave you time by not re-creating filters! In a report or…. …in an email!
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  Use Groups inReport Filters This can save you time by easily segmenting for a specific group! In a constituent report or…. …by using a constituent filter in another type of report.
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  Into the demodatabase we go!
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  Resources Bloomerang Knowledgebase andSupport Portal
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  Resources Knowledgebase Report Basics section CreateReports Report Basics: Work with the Reports List Report Basics: Add Filters Report Basics: And vs. Or Report Basics: Include vs. Exclude Run Reports for Groups Report Columns and Filters
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  Visit our websiteto see more upcoming Bloomerang Academy webinars! Thank you for attending!