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ACADEMY

Reports and Filters Basics


 
In this session, you will learn why we have different templates and how you can use them as is, or customize them to suit your needs. You will also learn that choosing a report template will determine which columns you can add and filters that you will be able to use. This session will give you all the basics to build the reports your organization wants and needs.
 
Learning objectives:

  • Understand when and how to use different report types
  • Become familiar with available report columns and filters
  • Understand how filtering works
  • Become familiar with and customize report templates
  • Schedule reports

Diana Otero
Diana Otero is the Product Engagement Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

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