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Learning Path: Reporting: https://help.pm.leapevent.tech/a/1991873
Before you begin...
Have you already completed these prerequisite paths?
If not, we recommend you complete this path, then come back here!
Welcome, aspiring report wizards! This Learning Path is designed to give you a kit of reporting tools and resources in PatronManager.
After completing this Learning Path, you'll know:
- The different parts of reports
- What reporting options are available
- How to edit reports
This Learning Path should take approximately 5.5 hours to complete, or more with all of the optional readings and recordings.
Here's a checklist for you to print out and keep track of your progress:
Click below to jump straight to the topic you're working on today:
Let's hop to it!
This Learning Path does not cover Financial reporting! For more about Financial reporting, check out our Learning Path: Finance & Reconciliation.
1. Reporting Basics
Estimated time: 90 minutes
PatronManager stores a ton of data about your patrons and donors, and that's data that you can put to use! Reports are a great way to see this data, so we'll start from the most basic building blocks of reporting.
Understanding the basics of reporting is fundamental to pulling accurate and effective reports. The tools provided here will give you the building blocks to create and run reports to take full advantage of the all-in-one CRM that is PatronManager.
Required for all organizations:
- Read: All About Reporting
- Read: Anatomy of a Report
- Read: How to Schedule or Subscribe to a Report
- Watch: Reports 101: Building a Foundation
2. Reporting Options
Estimated time: 2 hours
There are a bevy of options for reporting in PatronManager, and you'll be able to find the right one for your needs!
There are some commonly-requested reports for organizations that we've created for you to more easily pull them. These resources will help you to get some of the most useful reports for your team.
Required for all organizations:
- Read: Library of Useful Pre-Loaded Reports
- Read: How to Pull a Report of Your Subscribers or Your Single Ticket Buyers
- Read: How to Use the Door List Report
- Read: How to Use the Who's Sitting in What Seat Report
- Read: How to Report on Your Donation Pipeline and/or Accounts Receivable
- Read: How to Report on Discount Codes
- Read: Add-On Reports and Dashboards for Development
- Read: Add-On Reports and Dashboards for Box Office
- Read: All About Direct Mailing, Email, and Phone Lists
Required for some organizations (ask your supervisor):
- Read: Reporting on Campaigns
- Read: Reporting on Memberships and Member Benefits
- Read: How to Report on Original and Matching Donations
- Read: How to Pull a Program List for Donor Acknowledgment
- Read: Reporting on Automated Communication Emails
- Read: How to Report on Digital Membership Cards
- Read: How to Report on Membership Auto-Renewals
- Read: How to Create an Allocation Alerts Report
Future Toolbox:
- Diagnostic Reporting: How Healthy is Your Data?
- How to Create a Door List for a Performance
- Ready, Set, Report: End-of-Year Reporting Tips
- Ready, Set, Report: Building a Five-Minute Donor List for Your Program
- Sleuthing for Segments: Marketing Reports for Audience Insights
- Donors and Data: Key Reports to Manage Your Donation Pipeline
- Attendees, Trends, and Tracking: Mastering the Art of Box Office Reporting
CRM Snapshots are a ready-to-run reporting tool for all PatronManager users. They allow you to run complex queries based on preset criteria to get a quick snapshot of data.
Required for all organizations:
- Read: All About CRM Snapshots
Dashboards are a great way to see your data visually--and they can combine data from multiple reports into one dashboard!
Required for all organizations:
3. Editing Reports
Estimated time: 2 hours
PatronManager has great reports, but the power of them is being able to edit them to pull the information you need!
Customizing your reports allows you to pull the information that you need at a given time and there are several ways to do so!
Required for all organizations:
Sometimes you'll find yourself needing to manage the reports in your account. Here, we've got the tools for you to learn how!
Required for all organizations:
Test Your Knowledge
Ready to test your knowledge? Take our short quiz to see how well you learned everything in this Learning Path: click here!
Keep on Learning...
Will you be doing Financial Reporting and reconciliation? If so, you have another Learning Path to do!
Ready for more?
Head back to our Learning Paths chapter for more Learning Paths.
If you've finished the Learning Paths relevant to your role, head over to your Graduation: What Do I Do Next? for a quick wrap-up and some helpful resources.