By default, the Revenue Report will automatically display data with a posting date of yesterday. Follow the steps in these two procedures to display data for a different time period or a custom date range. To display data for a specific time period (such as “last quarter”), follow these steps. Click the Posting Date menu. …
Changing the Posting Period to Date Range on Revenue Reports Read More »
If you’ve made changes to the report that you like, such as changing column widths, setting filters and/or adding column totals, you can save your changes in a custom report. To do so, follow these steps: Set the desired filters and field properties. In the toolbar at the top left of the report, click the …
A common task is adding up the contents of a column to determine the total registration cost, total payments and adjustments, total amount of discount, etc. To add the total to the bottom of any report column, follow these steps: At the far top right of the report, click the Fields tab. Field information for …
Sometimes, the default column width in a report might be too small for your date. For example, if you have an event with a long name, the contents of the Event column might cause all the rows of your data to take up too much space. Long event names can make rows too tall To …
The enhanced reporting interface we announced a few weeks ago is now in place. Please note these changes.
This article contains instructions for creating ad hoc reports in the new Izenda interface. In an ad hoc report, you can apply a range of filters to display only the data that you’re interested in, and print, export or email the results. NOTE: The filters you apply using these instructions are not permanently saved. To …
Applying Ad Hoc Reporting Filters in the New Izenda Interface Read More »
Since its creation in 2012, Giving Tuesday—an international national day of giving created to counter the consumerism of the holiday season—has grown both in popularity and in the amount of funds raised. This year, Giving Tuesday is on Tuesday, December 1, 2015. If your organization is participating, now is the time to make sure that …
If you missed our recent webinar on upcoming changes to Doubleknot’s reporting features, click here to watch it online. Doubleknot Support
Thanks to everyone who attended our webinars on reporting this week! Here’s a summary of the reporting-related announcements that we covered: The improved reporting interface will roll out in mid-November. We will provide you advance notice of the date. To make it easier to find the information you’re looking for, we are organizing reports into categories (like “Accounting,” “Payments,” …
Because of technical difficulties during this morning’s webinar about Doubleknot reporting enhancements, several registrants were not able to join the webinar. We know that this was frustrating, and we apologize for the inconvenience. If you were unable to sign in to the Tuesday webinar, we are offering two more sessions this week: Wednesday, November 4 at 10 AM Pacific …
