Searching and Reporting

Find people and insights quickly with Create a List (CAL), dashboards, and flexible reports to make data-driven decisions.

Counts and Crosstabs

How to: Create a Counts and Crosstabs Format

How to: Run Counts and Crosstabs with Format

How to: Run Quick Counts & Crosstabs

How to: Schedule Counts and Crosstabs

Dashboards and Analytics

How to: Create and customize your Analytics Dashboards

Overview: Volunteer Management dashboard

Disclosure Reporting

How to: Add and manage disbursements

How to: Create a Disclosure Report

How to: File Federal disclosure or compliance reports

How to: File State disclosure or compliance reports

How to: Set up your records for the next election cycle

Lists and Saved Searches

FAQ: Create A List

FAQ: Multi-Step Searching

How do I add a folder?

How do I add and customize steps in my search?

How do I create a list?

Reporting

Best Practices: Using Fundraising Analysis Reports to improve outcomes

How do I add columns to Reports?

How do I add Donor Levels to contribution reports or exports?

How do I create and run reports in Report Manager?

How do I get a summary of Donors in each level?