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Exercises

  1. Create a summary report which shows contributions grouped and totalled by Country.
  2. Make the report available as a dashlet
  3. Add the report to your dashboard.
  4. Create a summary report that shows all members that have joined since the beginning of the current year broken down by membership type.  What happens when you click on one of the rows?
  5. Add the membership summary report to the bottom of the membership menu.
  6. Pick a report that your are interested in for your organisation and explore the options for changing display columns and filtering.
  7. Add all of the contacts in your report to a group. 

Note: Getting the right combination of grouping filtering, sorting and so on can be tricky at first.  Talk to your trainer if you are having difficulty.

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