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User Certification Module 5: What Are My Reporting Options?: https://help.pm.leapevent.tech/a/1248950
Welcome to Module 5 of the PatronManager User Certification Course.
In this module, we'll cover:
- Where to start when you need a new report / need to pull a list
- What & where CRM Snapshots are
- What & where Financial Reports are
Haven't completed the previous lessons? Click here to see all of User Certification Modules!
How do I pull a list of ____________________?
PatronManager has a lot of data in it, so sometimes the hardest part of pulling a list is knowing where to start.
In our Client Community (which you'll learn about in the next module!), you'll find all sorts of articles specifically designed to point you in the correct direction. Simply search for what you need, or browse the Community Forum - head to Community Forum > Reporting > Report Finder:
What are CRM Snapshots and where do I find them?
Many of our recommendations in Report Finder are to start with a particular CRM Snapshot - so what are they?
CRM Snapshots are complex reports we've prebuilt for you - you just fill in the parameters (e.g. date range). Here's a quick tour:
What are Financial Reports and where do I find them?
Other recommendations in Report Finder start with a Financial Report.
Financial Reports are, like CRM Snapshots, prebuilt reports designed to give you a quick look into common inquiries - you'll just fill in parameters. Let's check 'em out:
Module 5 Quiz
Great work! Ready for the next module?
You're almost done! Time for Module 6: How Do I Get Help?