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Queries & Reports

Dive into the deep end of data with 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
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