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
2998 Hits
Wait a minute, while we are rendering the calendar
Personalizing user interface giving levels giving history tech tip Excel Facebook ROI vacation Constant Contact major donors user spotlights campaign management holiday letters legacy giving announcements Task List training tip Reporting to IRS membership benefits Donor Portal fundraising letters data analysis capital campaign on site training Congratulations support texting donors in honor of donations transparency mailing appeal password protection charity golf tournaments foundations online donations customer service budget importing csv raffle the Ask NCOA processing donor recognition Importing Data case study donor slip backing up data appeal letters welcome packet tribute gifts Codes segmenting donors relationship tracking donor targeting donor retention rate email upgrade how to handle auction gifts new nonprofit donor source advanced tab gift entry donor attrition overview grassroots campaign merge notes auction Company culture targeted mailings animal rescue nonprofit fundraising membersip benefits brick campaign arts PayPal donor relations event management salutation operating systems Crowdfunding Campaign #GivingTuesday Groupings holiday giving annual campaign planned giving donor contact information word processor repeat donors adding personal notes to letters letter templates upgrading donors happiness correspondence training FundRaiser Hosted letter motivation annual maintenance plan pledges donation history thank you letters Cloud volunteers solicitors new version GoFundMe project National Change of Address board members add ons donor community broadcasting features development director Facebook campaign FundRaiser Basic alumni FundRaiser Spark Resiliency holiday how-to videos flash sales corporate sponsors membership programs fundraising data conversion pictures prospects security donor preferences social media ticket sales Thanksgiving memorial giving End of Year Letters Volunteer module GivingTuesday role of nonprofits gift acceptance policy volunteering accounting software spreadsheets Snow Birds data entry technical support mission driven New Year understanding giving trends merge fields Network for Good anonymous donors government grants gift notes field follow up premiums campaign online donations phoning donors change of address updating correspondance new features donor advised funds direct mail In-Kind gifts Tickles donor loyalty donor attrition rate disaster relief office Thank You publicity materials grants new donors Alternative Addresses community supported gardens product news large donations SYBUNTS LYBUNTS customer portal donor retention banquet donor profile major gift prospects general updates moves management entering auction gifts mode code community arts nonprofits communications personalizing letters lapsed donor operational costs increasing giving amounts spare fields recurring gifts new leadership planning endowment campaign monthly giving look and feel motivation code tax summary letters Reminders building donor relationships ticketsales custom page reports small 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