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    • "Reporting" Articles:


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      How To: Use the Master Transaction Report Type

      How To: Use the Master Transaction Report Type   The Master Transaction Report Type is a canned report type that is available for you as part of Causeview, which...

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      Basics of Reports and Dashboards

      Basics of Reports and Dashboards   Reports and dashboards are very important components of Causeview because they bring together all of the information you have...

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      How To: Schedule an automatic report

      How To: Schedule an Automatic Report   Any report saved in Causeview can be scheduled to automatically run on a regular basis, with an emailed copy of the results...

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      How To: Customize a report

      How To: Customize a Report   Reports in Causeview are highly customizable and flexible, and can draw on any information saved into the Causeview application...

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      How To: Run a report from a template

      How To: Run a Report from a Template   Several useful report templates specific to Causeview users are created and available for you to use in the “CauseView...

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      Using Reports to Build Campaigns

      Reports are great tools to help non profit fundraisers build successful campaigns for their organizations. Reporting on previous campaigns, giving totals, etc...

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      Creating Custom Reports

      If you have the “Create Custom Reports” permission on your user profile, you can use the custom report wizard to create a custom report. To build your own reports...

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      The Basics of Reporting in Causeview

      Understanding and analyzing your data and results is essential to growing your non profit organization using Causeview and Salesforce.com. Causeview ships with...

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