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- Knowledge Base
- Reporting Help
- Stewardship Reports
This report displays lifetime recognition by LID for the past 10 fiscal years.
- Knowledge Base
- Reporting Help
- Stewardship Reports
This report displays the top three giving areas by constructed site rollup, based on LIDs. Users can also isolate an additional giving unit’s recognition by prompt.
- Knowledge Base
- Reporting Help
- Stewardship Reports
This report pulls donors to be acknowledged in honor rolls or on donor walls. Results should be exported to Excel for processing. In Excel, users can apply formulas to identify associated donors, combine them into a single row, and remove duplicates.
- Knowledge Base
- Reporting Help
- Stewardship Reports
This report pulls all named space recognition opportunities by Constituent LookupID. Use this report to view the named spaces associated with an individual prospect.
- Knowledge Base
- Reporting Help
- MProfiles
Overview of PDF MProfile- By LookupID, which pulls all constituents, both active and deceased, based on an LookupID provided by the user, and provides PDF versions for download and distribution.
- Knowledge Base
- Reporting Help
- MProfiles
Overview of Excel MProfile- By LookupID, which pulls all constituents, both active and deceased, based on an LookupID provided by the user.