Course curriculum

    1. Introduction to Virtuous Reporting

    1. Why Use Filters?

    2. Contact and Individual Filters

    3. Using the Map Filter

    4. Gift Filters

    5. Additional Filters

    6. Practice in the Platform – Filters

    7. Practice in the Platform – Filters, Scenario 1

    8. Practice in the Platform – Filters, Scenario 2

    9. How well do you know Filters?

    1. Why Use Queries?

    2. Selecting a Query Type

    3. Hello, Operators

    4. "Ands" & "Ors"

    5. Saving a Query

    6. Managing Saved Queries

    7. Actions and Edits

    8. Exports

    9. Nested Queries

    10. Practice in the Platform – Queries

    11. Practice in the Platform – Queries, Scenario 1

    12. Practice in the Platform – Queries, Scenario 2

    13. How well do you know Queries?

    1. Why Use Reports?

    2. Running Standard Reports

    3. Commonly Used Reports

    4. The 13-Month Donor Health Report

    5. Creating Custom Reports

    6. Sharing and Exporting Custom Reports

    7. Scheduling and Emailing Reports

    8. Creating Custom Dashboard Widgets

    9. Practice in the Platform – Standard Reports

    10. Practice in the Platform – Standard Reports, Scenario 1

    11. Practice in the Platform – Standard Reports, Scenario 2

    12. Practice in the Platform – Custom Reports

    13. Practice in the Platform – Custom Reports, Scenario 1

    14. How well do you know Reports?

    1. Course Final: Virtuous Reports and Insights

    2. What's Next?

About this course

  • 39 lessons
  • 1.5 hours of video content

Your Course Instructor

Director of User Experience & Research Scott Richards

Scott is the Director of User Experience & Research at Virtuous, though he's been involved in nearly all facets of Virtuous over the years. Previously the head of training at WealthEngine, Scott has spent over a decade teaching a variety of nonprofits how to make the best use of technology solutions. Prior to becoming a trainer, he has spent time working with and for a number of nonprofit organizations over the years, stuffing envelopes for mailings, telefundraising, assisting with live events, and connecting with donors of all sorts.