Create Powerful Views

• Views are user-defined filters that enable data mining in a variety of ways, using combinations of donor, gift and pledge criteria.
• Result tabs show filtered donors, gifts and pledges at every step of the build process.
• Create and save an unlimited number of views.
• Use views as report filters or mail merge target lists.
• There are over 40 searchable fields that can be used when creating a view.
• ‘Is In List’ feature provides users an easy selection of choices to help create unique views.
• Drill-down into donors, gifts, or pledge records for easy access and edits.

Reporting is Easy

Now fund raising information is right at your finger tips. Your board wants to know how you're doing. How many donors gave this year? How many donors gave last year, but not this year? How many pledges are overdue? How are your campaigns doing? With just a few clicks of the mouse, you can answer these questions and many more.

Export to Excel

Just select the information you want to export using a view, mailing list, or one of six mail merge choices and click the ‘Export to Excel’ button.