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Welcome to
Bloomerang Academy
Thank you for joining us!
Ask questions
Live Transcript
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Housekeeping
Housekeeping
We will share the slides and recording of this session with you via
email later today.
Dial in audio access: +1 669 900 6833
Any questions we are not able to answer live or in the Q&A will
be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!
Margie Worrell
Margie Worrell is the Curriculum Manager at
Bloomerang. She serves on the board of the
Peace Learning Center in Indianapolis, and
has worked extensively with nonprofits as
both a staff member and a lead volunteer.
Her passions include education, theatre, her
two children and her two small dogs.
Curriculum Manager
Reports and Filters Basics
What will we
cover today? 1. Reports List features
2. Creating a new report
3. Reports and filters processes
4. Filtering for groups in reports
5. Referencing reports in
Emails/Letters/Reports
6. Demo reports and filters in
Bloomerang
7. Q&A
We will cover how to
get this person off
your back with
brilliant reports!

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Reports and Filters Basics_BLG Basics.pdf

  • 3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
  • 4. Margie Worrell Margie Worrell is the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two children and her two small dogs. Curriculum Manager
  • 6. What will we cover today? 1. Reports List features 2. Creating a new report 3. Reports and filters processes 4. Filtering for groups in reports 5. Referencing reports in Emails/Letters/Reports 6. Demo reports and filters in Bloomerang 7. Q&A We will cover how to get this person off your back with brilliant reports!
  • 7. Why would you run a report? ● Need to find out about financial data like projected cash flow or donors with high giving potential ● Wanting information on constituents, like lapsing donors or loyal donors ● Wanting to find constituents to volunteer ● Looking for trends over time ● Basically, any data you want out of your database will come in the form of a REPORT
  • 8. The most important part of your report is your FILTERS Your entire database A certain attribute filter makes the group smaller Another attribute filter, even smaller Another attribute, fewer people Only the data you want to find Filter Filter Filter
  • 9. Reports List Features Most recent reports Create and use folders to organize reports Filter by type or who created the report Search or Filter by Active/Inactive/Scheduled Previous Reports list Create a new report Data on schedule, type, folder and created date/by and last modified info Here are some things to note: Actions you can take on reports
  • 10. Reports List Features Other features: Actions you can take on Reports already in a folder Bottom of screen: You can control the number of reports you see and scroll through report pages You can reset the filters here Actions you can take on Reports not yet in a folder You can search by keywords here
  • 11. Creating a new report Two routes to take: Build a report from scratch What would you like to see in your report? ● Constituents ● Transactions ● Interactions ● Notes ● Tasks Start from a template 18 options! ● Check them out and see if one is close to what you are looking for. ● They are customizable, meaning you can alter the filters to meet your needs. ● They are a great place to go to learn more about filters. Remember: You can access constituent filters in a transaction report and transaction filters in a constituent report.
  • 13. Templates Gives you a head start! There’s a lot going on here…don’t reinvent the wheel!
  • 14. Referencing Reports in Filters This can save you time by not re-creating filters! In a report or…. …in an email!
  • 15. Use Groups in Report Filters This can save you time by easily segmenting for a specific group! In a constituent report or…. …by using a constituent filter in another type of report.
  • 16. Into the demo database we go!
  • 18. Resources Knowledgebase Report Basics section Create Reports Report Basics: Work with the Reports List Report Basics: Add Filters Report Basics: And vs. Or Report Basics: Include vs. Exclude Run Reports for Groups Report Columns and Filters
  • 19. Visit our website to see more upcoming Bloomerang Academy webinars! Thank you for attending!