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Charles Case
Charles Case
Community Manager
January 13, 2026

Keep the coaching webinar conversation going: Year-End Reporting Made Easy

  • January 13, 2026
  • 2 replies
  • 55 views

Thanks to everyone who joined today’s coaching session, Year-End Reporting Made Easy. Janet Cobb reviewed best practices for the reporting insights you can pursue to support stronger decision-making this year. 

I’d love to hear from you now:

  1. What reporting strategies are helping your team the most?
  2. How are you using year-end insights to plan for 2026?

Drop your questions, ideas, or examples below. This community is a great space to learn from each other and strengthen the way we use data to move our missions forward.

    2 replies

    irvingburbano
    First Timer
    January 13, 2026

    Hi all - can someone share a document or video on how to create new designations?

    Charles Case
    Charles CaseAuthor
    Community Manager
    January 14, 2026

    Hi ​@irvingburbano! If your organization already has a designation and needs to setup additional designations, please reach out to our Customer Support team. Within your software, go to the Need a Little Help section in the bottom left and select Request Support.

    Charles Case (they/he)
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