Use this link to share with your colleagues:
Ready, Set, Report: Building a Five-Minute Donor List for Your Program: https://help.pm.leapevent.tech/a/1585958
Program acknowledgement lists: most organizations need them, but pulling them together is often quite a chore. Join us for a deep dive as we walk through building out a template for your specific needs, then setting it up so that your development team can pull a neatly sorted program list on a moment’s notice with just a few clicks.
This webinar is geared toward the PatronManager admin(s) at your organization, or fundraising-focused users who are familiar with building reports.
If you prefer written instructions, the process is also documented here.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Additional resources
- How to Pull a Program List for Donor Acknowledgment
- How to Modify an Existing Report Type
- Advanced Reporting Customizations
- All About CRM Snapshots
- No Reports Exist With Developer Name: How to Fix Your CRM Snapshot
- How to Set Up Duplicate Management for Accounts & Contacts
- Introduction to the PatronManager Admin Certification Program
- All About Product Ideas
- All About the Client Community