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. How well do you know Filters?

    7. Practical Exercises: Filters

    8. Filters: The Exercises

    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. How well do you know Queries?

    11. Practical Exercises: Queries

    12. The Exercises: 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. How well do you know Reports?

    10. Practical Exercises: Standard Reports

    11. Standard Reports: The Exercises

    12. Practical Exercises: Custom Reports

    13. Custom Reports: The Exercises

    1. Course Final: Virtuous Reports and Insights

    2. What's Next?

About this course

  • 36 lessons
  • 1.5 hours of video content

Your Course Instructor

Director of Training Scott Richards

Scott is the Director of Training & Education 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.