Queries & Reports

Dashboards & Widgets

• What do the Metrics in the Responsive Dashboard Mean?
• What is the Responsive Dashboard?
• What are the Different Dashboards?
• How Do I Create a Custom Dashboard Widget?
• How Do I Customize my Dashboard?

Queries

• How Do I Customize My Query Results View?
• Organization Best Practices for Managing Queries
• What is the Project Donor Query and How Can I Use It?
• How Can I Simplify my Query?
• What is the Query Tool?
• Which Operator Should I Use for my Query?

See all 10 articles

Standard Reports

• How Do I Run Standard Reports?
• What is the 13 Month Donor Health Report?
• What is the Rolling 12 Month Email Activity Report?
• What is the Activity Report?
• What is the Campaign Giving Report?
• What is the Campaign Summary Report?

See all 27 articles

Custom Reports

• How Do I Create a Custom Report?
• How Do I Schedule A Report?
• Running and Managing Custom Reports
• How Do I Email A Scheduled Report To My Team?
• How Do I Find Giving Totals for a Custom Time Period?

Virtuous BI

• Virtuous BI Common Calculations
• Where Do I Start With Virtuous BI Tables?
• What are Action in Virtuous BI?
• How Do I Copy (Duplicate) Page Tabs in Virtuous BI?
• Editing and Publishing BI Reports
• Working with Visualizations in Virtuous BI

See all 19 articles