Virtuous CRM+: 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
Gift Filters
Additional Filters
Practice in the Product – Filters
Practice in the Product – Filters, Scenario 1
Practice in the Product – Filters, Scenario 2
How well do you know Filters?
Why Use Queries?
Selecting a Query Type
Hello, Operators
"Ands" & "Ors"
Saving a Query
Managing Saved Queries
Actions and Edits
Exports
Nested Queries
Practice in the Product – Queries
Practice in the Product – Queries, Scenario 1
Practice in the Product – Queries, Scenario 2
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
The Responsive Dashboard
Practice in the Product – Standard Reports
Practice in the Product – Standard Reports, Scenario 1
Practice in the Product – Standard Reports, Scenario 2
Practice in the Product – Custom Reports
Practice in the Product – Custom Reports, Scenario 1
How well do you know Reports?
Course Final: Virtuous CRM+ Reports and Insights
What's Next?