FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Short Take: Advanced Tab

Short Take: Advanced Tab

Groupings are a useful way to work with a large number of donor records, such as printing a report or sending correspondence. However, depending on your criteria, you may not need to create a grouping. When you click Customize on the report preview screen, you are brought to a new window with four tabs, and one of these says “Advanced”. On both reports and correspondence, you can use the Advanced tab to set the criteria you wish to use in running the report. (For example, people who gave in the last twelve months or gave over a certain dollar amount.)

For correspondence, using the Advanced tab is helpful for year-end letters. Instead of creating a grouping, you can use the Advanced tab to limit your letters to individuals who gave during the calendar year.

Continue reading
1227 Hits
Wait a minute, while we are rendering the calendar
Codes development director Reporting to IRS word processor data conversion Volunteer module targeted mailings NCOA processing correspondence ROI advanced tab PayPal upgrade raffle backing up data ticketsales accounting software user spotlights community arts nonprofits ticket sales Groupings relationship tracking donor retention rate increasing giving amounts training add ons how-to videos giving levels event management small donations Company culture password protection office look and feel gift entry new leadership support appeal letters data analysis online donations mode code Congratulations online donations pledges moves management annual campaign operating systems publicity materials happiness major gift prospects thank you letters phoning donors product news donor Facebook campaign motivation fundraising Donor Portal GivingTuesday budget reports premiums End of Year Letters animal rescue foundations motivation code solicitors grants understanding giving trends membership programs community supported gardens community broadcasting In-Kind gifts flash sales tax summary letters tech tip updates case study donor attrition rate donor slip Resiliency arts Crowdfunding Campaign membersip benefits Thank You mission driven donor attrition overview major donors volunteering endowment campaign recurring gifts disaster relief government grants building donor relationships the Ask #GivingTuesday announcements security volunteers operational costs training tip monthly giving memorial giving features role of nonprofits data entry importing csv social media spreadsheets annual maintenance plan Snow Birds segmenting donors charity golf tournaments corporate sponsors board members tribute gifts lapsed donor customer portal Facebook upgrading donors welcome packet on site training donation history grassroots campaign donor recognition customer service LYBUNTS nonprofit fundraising merge fields Alternative Addresses general alumni donor contact information capital campaign donor loyalty custom page fundraising letters Excel GoFundMe project campaign management change of address updating communications membership benefits National Change of Address banquet in honor of donations

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password