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ACADEMY

Intermediate Reports and Filters (Part 1)

 

Join us for a deep dive into our more complex filters and report templates with our Intermediate Reporting Series. In Part 1, learn how to harness the power of nested filters, filter reports and columns for year-over-year giving comparisons, report on cumulative giving, first-time donors, one-time donors, and more! We’ll also look at how you can report on different kinds of data together.

Learning objectives:

  • Understand nested filters
  • Filter by year-over-year giving comparisons
  • Filter by cumulative giving, and number of gifts
  • Understand Matches Multiple Filters
Diana Otero
Diana Otero is the Learning Experience Manager at Bloomerang. She was a former Board Member, Trail Maintainer, and Hike Leader for Nantahala Hiking Club, one of the 31 trail-maintaining clubs of the Appalachian Trail Conservancy. She also spent several years as an Adult Leader (2007) and International Staff (2011) for CISV International. Diana puts her varied background and experience to good use by continually updating and creating training and help articles, FAQs, and videos to assist customers in maximizing their day-to-day use in Bloomerang.

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Intermediate Reports and Filters (Part 2)