Use this link to share with your colleagues:
PM Admin Cert Module 14: Reporting Concepts: https://help.pm.leapevent.tech/a/1464211
In this module, we'll focus on:
- CRM Snapshots
- Financial Reporting
- Custom reports
- Report Types
- Anatomy of a report and report customizations
- Cross filters
- Subscribing / scheduling reports
Help Tab articles for this module:
- All About Reporting
- Anatomy of a Report
- Basic Reporting Customizations
- Advanced Reporting Customizations
- How to Schedule or Subscribe to a Report
- How to Schedule Financial Reports to Run Regularly
- How to Move a Report to a Different Folder
- All About Financial Reporting in PatronManager
- How to Build Tricky Reports with Cross Filters
- How to Modify an Existing Report Type
- How to Create a Custom Contacts with Ticket Order and Ticket Order Item Report Type
- All About CRM Snapshots
- How to Add Custom Fields to a CRM Snapshot
- No Reports Exist With Developer Name: How to Fix Your CRM Snapshot
- How to Unlock your CRM Snapshots and Door List Reports
- How to Use a CRM Snapshot as a Cross Filter
- How to Combine Multiple Contact Reports using Campaigns