To track and analyze donor information, you can use the Active Donor List and 5 Donor Reports:
- Active Donors
- Inactive Donors
- Donor Summary
- Donor Donations
- Donors by Solicitor
The Active Donor List and Active Donor Report show the same information; however, you can change the Active Donor List to show Inactive or All Donors.
Lists and Reports also give you the ability to
- Batch Delete Multiple Records
- Make Mass Changes (e.g. change the solicitor on multiple records)
- Modify Tags for Multiple Records
To access the Active Donor List, select Donors from the Main navigation, and then select All Donors from the Donor Dashboard.
The list of Active Donors will appear.
To view a Donor Report, select Reports from the main navigation, and then select the title of the Report you would like to see on the DONOR tab.
The selected Report will appear.
To make full use of lists and reports, see Reports