Virtuous Reporting and Insights
Learn how to glean insights from your data and make it work for you. Master the query tool to ask complex data questions and then create reports to share results with your team.
Introduction to Virtuous Reporting
Why Use Filters?
Contact and Individual Filters
Using the Map Filter
How well do you know Filters?
Why Use Queries?
Selecting a Query Type
"Ands" & "Ors"
Saving a Query
Managing Saved Queries
Actions and Edits
How well do you know Queries?
Why Use Reports?
Running Standard Reports
Commonly Used Reports
The 13-month Donor Health Report
Creating Custom Reports
Sharing and Exporting Custom Reports
Scheduling and Emailing Reports
Creating Custom Dashboard Widgets
How well do you know Reports?
Course Final: Virtuous Reports and Insights