Admin Tools and Reports

Contacts Reporting

• Contacts with additional data: Contact city and state, email, spouse, and total money paid (all Financial Types)
• Groups Search and Update
• Clean up funny phone numbers: returns Contact and Primary Phone where phone number doesn’t include separating dashes
  

Contributions Reporting

• Line Item Search
• Payment Search
• Recurring Donations by Date: amount, status, frequency, last and next recurring payment dates
• Recurring Donations Last Fiscal Year: grouped by Contact, with Line Item amounts, Financial Types, frequency, and total number of payments

Events Reporting

• Participant Search: search by title, date, or status; returns fee level, Line Item totals, and participant role.
• Search and Update Participants (includes Member data): Action menu for bulk updating; allows for in-line editing; SmartGroup created to maintain list for future outreach

Membership Reporting

• Search and update Memberships: allows for in-line editing of Membership expiration date,