Abila Fundraising Online. Reports Guide

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Abila Fundraising Online. Reports Guide"

Transcription

1 Abila Fundraising Online

2 2014 Abila, Inc. and its affiliated entities. All rights reserved. Abila, the Abila logos, and the Abila product and service names mentioned herein are registered trademarks or trademarks of Abila, Inc. or its affiliated entities. All other trademarks are the property of their respective owners.

3 Contents Introducing Resources iv iv Chapter 2: Navigating Within Top Navigation Bar Tab Navigation Data Management Tab v v v vi Chapter 1: Reports Overview 1 Report Types 1 Chapter 2: Creating a New Report 3 Creating a Form-Answers Report 4 Creating a Financial Transactions Report 5 Creating a Scheduled Payments Report 6 Chapter 3: Editing and Running Reports 9 Using the Left Navigation Pane 9 Editing a Report 9 iii

4 Introducing is a flexible fundraising and event management connected service that allows nonprofit organizations of all sizes to more effectively use the internet to increase giving, participation, and overall support through online donations and registrations. Nonprofits can deploy quickly to help them maximize their existing marketing strategy and programs. The service is easy-to-use and works with almost any website, software platform, or content publishing system, so organizations get the most out of their existing technology, while achieving stronger fundraising results. This help system includes the following documentation to assist you in accomplishing your daily tasks: Procedures Provides step-by-step instructions to easily perform some common tasks in the system. FAQs Provides frequently asked questions and their answers. Resources Use these options to access Customer Support and other resources. Support Knowledgebase Click the link to access the online Support Knowledgebase. Abila Nonprofit Community Click the link to interact with other users to share solutions and ideas. Customer Support. Online Create a support case online at Abila Support. A support analyst will respond during normal business hours. Phone Call Customer Support at or Hours Our support center is open M-F from 7 a.m. to 6 p.m. CT, excluding holidays. Support for system outages is available after normal business hours until 11 p.m. CT. iv

5 Chapter 2: Navigating Within Abila Fundraising Online The navigation for starts at the top of your screen. Top Navigation Bar The top right shows the organization name and the user name with the option to log out. The Search box allows you to search for specific campaigns, donation forms, event forms or user names. Tab Navigation The next level of navigation contains tabs for Campaign Management, Data Management, Library. and Organization. Just below those four tabs, there is another set of tabs that are dynamic and change depending on which of the tabs listed above are active. So, for instance, if you are on the Campaign Management tab, the tabs below will pertain to campaign management. the Data Management, Library and Organization tabs have their own respective set of related tabs underneath. Help is accessed on the right side of this bar. v

6 Chapter 2: Navigating Within Data Management Tab The Data management tab includes five sub tabs: Saved Reports, Report Definition, Key Operating Indicators, Answer Records, and Data Mappings. In this guide, we will cover the first two tabs so that you can create and edit reports. Saved Reports Displays recent reports that were last accessed, All Reports that have been saved and the ability to create a New Report. Report Definition Ability to define and create a new report. If you have recently accessed a report, it will appear when you select Report Definition. Actions available: Edit report Create New Report Run Report Allows you to run the current report on screen Download Report Allows you to download into Excel Save Report As - Modify the current report and save it as a new report vi

7 Chapter 1: Reports Overview The explains the functions available on the Data Management tab, along with creating, running and saving various types of reports. Report Types There are three report types you will use to create a report on form, financial, and payment data. Form Answers Report Reports based on any of the fields in your form. Audiences of this report may be Directors, management, vendors, etc. You can create three different types of Form Answer reports. The Default report uses the most common form questions, referred to as Columns. Columns represent the columns in the report spreadsheet. The Pledge Status report shows all pledges within a campaign. The Custom report is a blank slate report that allows you to build a report from scratch. 1

8 Chapter 1: Reports Overview Financial Transactions Report This is a report of the financial data. You can create three types of Financial Transaction reports: Default a report that contains the most common form columns. Advocacy a summarized count and total of financial transactions by advocate name. Custom a blank slate report that allows you to build your report from scratch. Payment Schedules Reports on any type of payment schedules. You can create two types of Payment Schedule reports: Default a report that contains the most common form columns. Custom a blank slate report that allows you to build your report from scratch. Tip: To create a report more quickly, start with a default report type and remove columns instead of manually adding columns. 2

9 Chapter 2: Creating a New Report Access this form using Data Management>Saved Reports>Select New Report from the left pane. To create a new report, use the following steps below to choose a report type, then see the corresponding section below to create the report type you have chosen: 1. Click on the New Report button in the left navigation pane. 2. Select one of three report types from the list: a. Form Answers: Build a report containing data recorded when a donor or registrant completes a form. Question answers are available. b. Financial Transactions: Build a report containing the financial data recorded when a debit or credit is charged to a credit card account. This is where you go to get all the information your accounting department ever wanted. c. Payment Schedules: Build a report to list existing payment schedules including the type of schedule (installment or ongoing), the form, and the date the payment schedule was created. 3

10 Chapter 2: Creating a New Report Creating a Form-Answers Report To create a form-answers report, use the following steps: Select the Default template to create a pre-built report that contains the most commonly used columns. You can use this as a guide; add filters and/or remove columns as needed. a. Select Campaign. b. Select Form. c. Select the time period for the report data. d. Click Continue. Select the Pledge Status template to create a pre-built report that shows all pledges made within a campaign. You can use this as a guide; add filters and/or remove columns as needed. a. Select Campaign. b. Select Form. c. Select the time period for the report data. d. Click Continue. 4

11 Creating a Financial Transactions Report Select Custom template to create your report from scratch using this blank template. Add your desired campaigns, forms, columns, filters and summaries. For more information, see "Editing and Running Reports" (page 9) Creating a Financial Transactions Report To create a financial transactions report, use the following steps: Select a Default template to create a report that contains the most commonly used columns. You can use this as a guide; add filters and/or remove columns as needed. a. Select Campaign. b. Select Form. c. Select the time period for the report data. d. Click Continue. Select an Advocacy template to create a report that contains a summarized count and total of financial transactions by Advocate Name. 5

12 Chapter 2: Creating a New Report a. Select Campaign. b. Select Form. c. Select Date. d. Select Address criteria and enter any additional info required. e. Select the criteria for donation count information. f. Select the Total Amount Charged criteria. g. Click Continue. Select Custom report to build your report from scratch using this blank template. Add your desired campaigns, forms, columns, filters and summaries. For more information, see "Editing and Running Reports" (page 9) Creating a Scheduled Payments Report Select a Default report to build your report from scratch using this blank template. Add your desired campaigns, forms columns, filters and summaries. a. Select Campaign. b. Select Form. c. Click Continue. Select Custom report to build your report from scratch using this blank template. Add your desired campaigns, forms, columns, filters and summaries. For more information, see "Editing and Running Reports" (page 9) 6

13 Creating a Scheduled Payments Report Tips: It is usually easier to start with a Default report and remove any extra fields than to create a completely new report using the custom report type. Reports that include all campaigns and all forms can be very long and are not recommended in all cases. Cases in which you might want to report across campaigns are if you want to compare annual campaigns, or if you want to compare an event registration year over year. When you choose to include all forms in your report results, the report will only include fields that all forms have in common. 7

14

15 Chapter 3: Editing and Running Reports Access this form using Data Management>Report Definition. Use the report Definition tab to create new reports, view reports, run reports, download reports, and edit saved reports.on this tab, you can add forms, columns, filters, and a summary to your report. You can also schedule this report to be sent via at set intervals. Using the Left Navigation Pane Use the following buttons to perform different actions with your reports. New Report: Click the New Report button to select a report type and build a new report. Run Report: Click the Run Report button to run and view the current report under the Report Results tab. Download Report: Click the Download Report button to export the current report to Microsoft Excel. Save Report As: Click the Save Report As button to saved the current definition under a new name. Editing a Report There are five sections on the Report Definitions tab that you can use to edit your report. The Show Signup Data From... section allows you to add and remove forms, and include or exclude canceled registrations and/or donations (excluded by default). 9

16 Chapter 3: Editing and Running Reports a. To add forms: Click the Add Forms icon to select additional forms in a campaign to include in your report. Click Save. b. To edit the advanced settings: Click the Edit button and choose whether to include incomplete and canceled registrations and donations in your results. The Format As section includes all of the data fields that you are reporting on. These data fields become the columns of your report. Here are the modifications you can make to the report columns: a. Reorder Columns : Click this button to reorder columns. This allows you to change the order (by dragging and dropping) of the columns. b. Add Columns : Click this button to add columns. You may want to report on a form field that the default report did not include. c. Edit Columns : Click this button to edit columns. Use this to rename a column label for your needs (for instance, match offline database field labels). d. Remove Columns : Removes columns. The Filter By section is used to filter the report on specific data, such as only reporting on certain donation or registration levels. Another use for filters is to report on all donations over a certain donation level, so you can accomplish tasks such as thanking donors personally over the phone. Tip: We recommend that you do not add too many filters. The reports work best when reporting on single topics. 10

17 Editing a Report To edit a filter, use the following steps: a. Select a Category. Each category will have a different set of columns to choose from. b. Select a column to add. c. Select criteria 5. The Summarize By section is used to add a summary, by Column, to the report. To add a summary, select a column to summarize by and click Save. The Deliver To section is used to send reports, by selected time intervals, to designated recipients. To set up a delivery schedule, use the following steps: a. Choose an interval and day to send the report. b. Add an address and click Save. 11

18

Abila Fundraising Online. Event Registration Guide

Abila Fundraising Online. Event Registration Guide Abila Fundraising Online 2014 Abila, Inc. and its affiliated entities. All rights reserved. Abila, the Abila logos, and the Abila product and service names mentioned herein are registered trademarks or

More information

for Sage 100 ERP Business Insights Overview Document

for Sage 100 ERP Business Insights Overview Document for Sage 100 ERP Business Insights Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

Downloads, Keys, Subscriptions and Online Services

Downloads, Keys, Subscriptions and Online Services AUGUST 2015 Microsoft Volume Licensing Service Center Downloads, Keys, Subscriptions and Online Services 2 Microsoft Volume Licensing Service Center: Downloads, Keys, Subscriptions and Online Services

More information

2.91 New Features Guide

2.91 New Features Guide 2.91 New Features Guide 08/31/2011 Blackbaud Enterprise CRM 2.91 New Features US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means,

More information

Access Getting Started The Access Window

Access Getting Started The Access Window Microsoft QUICK Source Access 2007 Getting Started The Access Window u v w x y z Creating a Database Based on a Template When you create a database based on a template, preformatted tables, queries, forms,

More information

Query Building in Slate For Graduate Directors

Query Building in Slate For Graduate Directors Query Building in Slate For Graduate Directors Use the Query Tool to create lists of student records that meet specific criteria. Some of the queries that you create in Slate will be used continually,

More information

GiftWorks Online Donations

GiftWorks Online Donations GiftWorks Online Donations Getting Started GiftWorks Online Donations delivers a fast, convenient tool for accepting online donations (through your website or through an email link) and downloading those

More information

10/31/2016 Online Campus Community 7.1 US 2016 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in

10/31/2016 Online Campus Community 7.1  US 2016 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in Email Guide 10/31/2016 Online Campus Community 7.1 Email US 2016 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

Query Building in Slate For Faculty Reviewers

Query Building in Slate For Faculty Reviewers Query Building in Slate For Faculty Reviewers Use the Query Tool to create lists of student records that meet specific criteria. Some of the queries that you create in Slate will be used continually, while

More information

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6

More information

A Modern New Dashboard

A Modern New Dashboard Happy New Year! 2016 brings many exciting new features and optimizations to the Flipcause platform. Please review the changes below, and feel free to reach out to your success manager for clarification

More information

Step One. Step Two. Step Three USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013)

Step One. Step Two. Step Three USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013) USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013) This guide was created to allow agencies to set up the e-data Tech Support project s Microsoft Access template. The steps below have been

More information

elemap Tutorial TOPIC 1: REGISTRATION

elemap Tutorial TOPIC 1: REGISTRATION elemap Tutorial elemap is a dynamic, free tool that helps researchers harmonize their phenotype data and data dictionaries to existing metadata and terminology standards. elemap also houses a downloadable

More information

Reports and KPIs Guide

Reports and KPIs Guide Reports and KPIs Guide 012511 Enterprise CRM, version 2.9 US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

Friends Asking Friends 2.94. New Features Guide

Friends Asking Friends 2.94. New Features Guide Friends Asking Friends 2.94 New Features Guide 8/10/2012 Friends Asking Friends 2.94 Friends Asking Friends US 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted

More information

Query 4. Lesson Objectives 4. Review 5. Smart Query 5. Create a Smart Query 6. Create a Smart Query Definition from an Ad-hoc Query 9

Query 4. Lesson Objectives 4. Review 5. Smart Query 5. Create a Smart Query 6. Create a Smart Query Definition from an Ad-hoc Query 9 TABLE OF CONTENTS Query 4 Lesson Objectives 4 Review 5 Smart Query 5 Create a Smart Query 6 Create a Smart Query Definition from an Ad-hoc Query 9 Query Functions and Features 13 Summarize Output Fields

More information

Sage Abra SQL HRMS Reports. User Guide

Sage Abra SQL HRMS Reports. User Guide Sage Abra SQL HRMS Reports User Guide 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks

More information

Business Internet Banking ACH USER INTERFACE UPGRADE - CHEAT SHEET. Create Screen

Business Internet Banking ACH USER INTERFACE UPGRADE - CHEAT SHEET. Create Screen Create Screen New Navigational Menu Structure t New Function Menus Additional Search Capability Tabs will be replaced with sub-menu hyperlinks for easy navigation to any function a user is validated to

More information

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail. Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge

More information

MICROSOFT ACCESS 2007 BOOK 2

MICROSOFT ACCESS 2007 BOOK 2 MICROSOFT ACCESS 2007 BOOK 2 4.1 INTRODUCTION TO ACCESS FIRST ENCOUNTER WITH ACCESS 2007 P 205 Access is activated by means of Start, Programs, Microsoft Access or clicking on the icon. The window opened

More information

Hands-on Guide. FileMaker Pro. Using FileMaker Pro with Microsoft Office

Hands-on Guide. FileMaker Pro. Using FileMaker Pro with Microsoft Office Hands-on Guide FileMaker Pro Using FileMaker Pro with Microsoft Office Table of Contents Introduction... 3 Before You Get Started... 4 Sharing Data between FileMaker Pro and Microsoft Excel... 5 Drag and

More information

MICROSOFT OFFICE OUTLOOK NEW FEATURES

MICROSOFT OFFICE OUTLOOK NEW FEATURES MICROSOFT OFFICE 2007 MICROSOFT OFFICE OUTLOOK 2007 - NEW FEATURES Exploring The New Outlook Interface Working with New E-mail Features Organizing your Outlook Items Using the New Calendar Features Using

More information

Chapter 15: Forms. User Guide. 1 P a g e

Chapter 15: Forms. User Guide. 1 P a g e User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form

More information

Non-Profit Solution for Microsoft Dynamics CRM

Non-Profit Solution for Microsoft Dynamics CRM Non-Profit Solution for Microsoft Dynamics CRM 1 Non-Profit Solution for Microsoft Dynamics CRM Users Guide Table of Contents Introduction... 2 Overview... 2 Default Objects... 2 Screen Elements... 3 Required

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

FAQs. Dashboard Overview CHAPTER1. In This Chapter. Dashboard Overview on page 1. Offline Donations on page 4

FAQs. Dashboard Overview CHAPTER1. In This Chapter. Dashboard Overview on page 1. Offline Donations on page 4 CHAPTER1 FAQs In This Chapter Dashboard Overview on page 1 Offline Donations on page 4 This document includes a list of frequently asked questions for team fundraising on our website. If the document does

More information

my.scouting Tools Member Assignment Roster Details

my.scouting Tools Member Assignment Roster Details my.scouting Tools Member Assignment my.scouting Tools is best experienced using the latest version of Google Chrome or Mozilla Firefox. Also works with the latest version of Safari, and Internet Explorer

More information

New Tax Forms and efiling for 1099 s

New Tax Forms and efiling for 1099 s New Tax Forms and efiling for 1099 s Description Get the info on all of our tax forms, efiling, and year-end process improvements that will make your 1099 process in 2008 the best ever! Learning Objectives

More information

How to Make Register and Make Online Bookings

How to Make Register and Make Online Bookings Contents: How to Make Register and Make Online Bookings Online Booking Website Registration Home Page Quick Links Manage Bookings Memberships Unpaid Sales Online Booking Website To book online you will

More information

File management is organizing and keeping track of files and folders

File management is organizing and keeping track of files and folders Microsoft Windows 7 - Illustrated Unit C: Managing Files and Folders Objectives Open Windows Explorer View files and folders Navigate a folders list Create and rename files and folders 2 Objectives Search

More information

Easing into Analytics Using SAS Enterprise Guide 6.1

Easing into Analytics Using SAS Enterprise Guide 6.1 Paper 3083-2015 Easing into Analytics Using SAS Enterprise Guide 6.1 Marje Fecht, Prowerk Consulting ABSTRACT Do you need to deliver business insight and analytics to support decision-making? Using SAS

More information

Applicant Tracking System Job Aids. Prepared by:

Applicant Tracking System Job Aids. Prepared by: Applicant Tracking System Job Aids Prepared by: Contents System Navigation and My Setup Information for Users... 1 Creating Requisitions... 4 Duplicating Requisitions... 6 Requesting an Approval... 7 Viewing

More information

Advocacy Campaign and Email Setup Checklist

Advocacy Campaign and Email Setup Checklist Advocacy Campaign and Email Setup Checklist One of the most important benefits for REALTOR Associations using the shared Convio platform is the ability to use standard templates and formatting options

More information

Objectives. Understand databases Create a database Create a table in Datasheet view Create a table in Design view

Objectives. Understand databases Create a database Create a table in Datasheet view Create a table in Design view Creating a Database Objectives Understand databases Create a database Create a table in Datasheet view Create a table in Design view 2 Objectives Modify a table and set properties Enter data in a table

More information

Using FileMaker Pro with Microsoft Office

Using FileMaker Pro with Microsoft Office Hands-on Guide Using FileMaker Pro with Microsoft Office Making FileMaker Pro Your Office Companion page 1 Table of Contents Introduction... 3 Before You Get Started... 4 Sharing Data between FileMaker

More information

New Features in Excel 2010/2013 Contents

New Features in Excel 2010/2013 Contents New Features in Excel 2010/2013 Contents Introduction... 2 1. Flash Fill... 2 2. Quick Analysis... 4 3. Recommended Charts Command... 5 4. Recommended PivotTables Command... 5 5. Charts Option Buttons...

More information

Relay Online How To: Add an App to Your Event Facebook Page + Facebook App Tips!

Relay Online How To: Add an App to Your Event Facebook Page + Facebook App Tips! Relay Online How To: Add an App to Your Event Facebook Page + Facebook App Tips! NEW Facebook Timeline enhancement allows you to add a Sign Up and/or Donate app to your event s Facebook page, which can

More information

User Guide. Trade Finance TT

User Guide. Trade Finance TT User Guide Trade Finance TT The information contained in this publication is provided for learning purposes only and is subject to change. Revisions may be issued from time to time that encompass changes

More information

MICROSOFT WORD 2010 How to Do a Mail Merge

MICROSOFT WORD 2010 How to Do a Mail Merge MICROSOFT WORD 2010 How to Do a Mail Merge Documented by: Vincent J. Yanusauskas Computer Training Coordinator Weinberg Memorial Library Introduction If you have used any of the Office 2007 applications

More information

Combination Chart Extensible Visualizations. Product: IBM Cognos Business Intelligence Area of Interest: Reporting

Combination Chart Extensible Visualizations. Product: IBM Cognos Business Intelligence Area of Interest: Reporting Combination Chart Extensible Visualizations Product: IBM Cognos Business Intelligence Area of Interest: Reporting Combination Chart Extensible Visualizations 2 Copyright and Trademarks Licensed Materials

More information

Invoicing User s Guide

Invoicing User s Guide Invoicing User s Guide Last updated: September 2010 PayPal Invoicing User s Guide Document Number: 10115.en_US-201009 2010 PayPal, Inc. All rights reserved. PayPal is a registered trademark of PayPal,

More information

Using Mail Merge in Microsoft Word

Using Mail Merge in Microsoft Word Using Mail Merge in Microsoft Word Creating the main document On the menu bar, click on Tools. From the pull down menu, select Letters & Mailings, then select Mail Merge... A task pane will appear on the

More information

How to Register for the Heart Walk

How to Register for the Heart Walk 1. Click Register and Join Heart Walk How to Register for the Heart Walk 2. Step 1: Start a Team, Join a Team, Join as Individual Click Start a Team if you want be a team captain and recruit walkers to

More information

How to Get The Most Out of the DEP Public Internet Reports

How to Get The Most Out of the DEP Public Internet Reports How to Get The Most Out of the DEP Public Internet Reports 07/13/2004 Table of Contents MS Excel... 2 Opening a Report... 2 Manipulating the Report Layout... 3 Expanding the columns... 3 Freezing Panes...

More information

Implementing Mission Control in Microsoft Outlook 2010

Implementing Mission Control in Microsoft Outlook 2010 Implementing Mission Control in Microsoft Outlook 2010 How to Setup the Calendar of Occasions, Not Doing Now List, Never Doing Now List, Agendas and the Vivid Display In Outlook 2010 Handout Version 3

More information

Excel 2007. Getting Started The Excel Window u v w. Microsoft QUICK Source

Excel 2007. Getting Started The Excel Window u v w. Microsoft QUICK Source Microsoft QUICK Source Excel 2007 Getting Started The Excel Window u v w x y z { u Quick Access Toolbar contains shortcuts for the most commonly used tools. v Microsoft Office Button contains common file

More information

Online Services User Guide

Online Services User Guide Online Services User Guide Welcome to Online & Mobile Banking! Whether you re online or using a mobile device, manage your money whenever and wherever it s convenient for you. Access Visit BankMidwest.com

More information

Stewardship Data Management User Guide

Stewardship Data Management User Guide Stewardship Data Management User Guide (for Data Provider) ECCnet ProSYNC 10.6 Copyright 2013 GS1 Canada 1 Stewardship Data Management User Guide The information contained in this document is privileged

More information

Getting Started with Access 2007

Getting Started with Access 2007 Getting Started with Access 2007 1 A database is an organized collection of information about a subject. Examples of databases include an address book, the telephone book, or a filing cabinet full of documents

More information

3M Cloud Library Reading Apps User s Guide Revision Date: November 2013

3M Cloud Library Reading Apps User s Guide Revision Date: November 2013 This manual provides information on using the 3M Cloud Library patron reading application(app), which include apps for ios and Android devices, PCs and MACs. What you can do with the 3M Cloud Library app

More information

- 1 Lambton Kent District School Board

- 1 Lambton Kent District School Board 1. I ve started the program. Now what? Choose the appropriate top tab from the start up menu ( Templates or Recent Files ). Within the Templates tab, choose from a blank diagram or from a list of templates.

More information

Where are the Survey Properties and What do they Do?

Where are the Survey Properties and What do they Do? Where are the Survey Properties and What do they Do? Topic Description: Vovici 6 introduced new features as well as new methods for using existing features including survey properties. If you were familiar

More information

SWAN 15.1 Advance user information What s new in SWAN? Introduction of the new user interface. Last update: 28th April 2015

SWAN 15.1 Advance user information What s new in SWAN? Introduction of the new user interface. Last update: 28th April 2015 SWAN 15.1 Advance user information What s new in SWAN? Introduction of the new user interface Last update: 28th April 2015 Daimler SWAN 15.1 - New GUI - Version April 28th, 2015 2 Content Highlights of

More information

PowerPoint basics. Before you begin. What you'll learn. Requirements. Estimated time to complete:

PowerPoint basics. Before you begin. What you'll learn. Requirements. Estimated time to complete: PowerPoint basics PowerPoint is a powerful presentation application, but to use it most effectively, you first have to understand the basics. This tutorial introduces some of the tasks and features that

More information

Analyst's Notebook including ChartReader

Analyst's Notebook including ChartReader Analyst's Notebook including ChartReader QUICK START GUIDE PART OF THE INTELLIGENCE- LED OPERATIONS PLATFORM Copyright Copyright 2002-200 i2 Limited. All rights reserved. This document and the software

More information

GETTING STARTED. 1. Go to www.active.com/activegiving. 2. Click on Fundraiser Login at the top right hand of the screen

GETTING STARTED. 1. Go to www.active.com/activegiving. 2. Click on Fundraiser Login at the top right hand of the screen GETTING STARTED 1. Go to www.active.com/activegiving 2. Click on Fundraiser Login at the top right hand of the screen 3. Log In using your username (your email) and your password 4. Once in the Campaign

More information

Bento 4 User s Guide

Bento 4 User s Guide Bento 4 User s Guide 2007-2012 FileMaker, Inc. All rights reserved. FileMaker, Inc. 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker and Bento are trademarks of FileMaker, Inc. registered

More information

Getting Started Guide

Getting Started Guide Prepare Getting Started Guide Revised: 07/10/2015 Table of Contents 1. Product Import...1 2. Listing SKU Import...2 3. Vendor SKU Import...4 Integrate 1. Warehouse...5 2. Warehouse Inventory Spreadsheet........6

More information

TheFinancialEdge. Journal Entry Guide

TheFinancialEdge. Journal Entry Guide TheFinancialEdge Journal Entry Guide 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Teacher References archived classes and resources

Teacher References archived classes and resources Archived Classes At the end of each school year, the past year s academic classes are archived, meaning they re still kept in finalsite, but are put in an inactive state and are not accessible by students.

More information

Marketing Campaign User Manual

Marketing Campaign User Manual Avalon Solution Email Marketing Campaign User Manual Email Marketing Made Easy! Avalon Solution Turning Browsers Into Buyers! TM Table of Contents: Subject Page # 1. Introduction to Email Marketing Campaign

More information

for Sage 100 ERP General Ledger Overview Document

for Sage 100 ERP General Ledger Overview Document for Sage 100 ERP General Ledger Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

View Payments. User Guide. Online Merchant Services

View Payments. User Guide. Online Merchant Services View Payments User Guide Online Merchant Services Copyright Statement Copyright 2010 by American Express Company. All rights reserved. No part of this document may be reproduced in any form or by any electronic

More information

UPS CampusShip. Administration Quick Start Guide. July 2009

UPS CampusShip. Administration Quick Start Guide. July 2009 UPS CampusShip Administration Quick Start Guide July 2009 brown are trademarks of United Parcel Service of America, Inc. All rights reserved. Table of Contents Getting Started... 2 Manage Company Information...

More information

Oracle Taleo Social Sourcing Analytics Guide

Oracle Taleo Social Sourcing Analytics Guide Oracle Taleo Social Sourcing Analytics Guide Purpose This document will walk you through the Analytics section of Oracle Taleo Social Sourcing. It will demonstrate how to navigate to the available pages

More information

Pivot Table Reporting

Pivot Table Reporting QUICK DOC: [Pivot Table Reporting} Pivot Table Reporting For the purposes of this document we are using the Utility Consumption Tracking Module to create our report and charts, but almost any data exported

More information

Sage 50-U.S. Edition Business Intelligence Getting Started Guide

Sage 50-U.S. Edition Business Intelligence Getting Started Guide Sage 50-U.S. Edition Business Intelligence Getting Started Guide Introduction What is Sage Business Intelligence? Organizations are increasingly suffering from information frustration, having to manage

More information

Abila Grant Management. Document Management

Abila Grant Management. Document Management Abila Grant Management This is a publication of Abila, Inc. Version 2014 2014 Abila, Inc. and its affiliated entities. All rights reserved. Abila, the Abila logos, and the Abila product and service names

More information

Creating a Template in FormWorks

Creating a Template in FormWorks www.dmac-solutions.net 1.866.988.6777 support@dmac-solutions.net Creating a Template in FormWorks STEP 1: Log into DMAC Solutions at https://www.dmac-solutions.net. *Your username and password will be

More information

Cornerstone: Learning Management System Facilitator Job Aid

Cornerstone: Learning Management System Facilitator Job Aid Cornerstone: Learning Management System Facilitator Job Aid SJC Cornerstone Support Team: Phone: 281 998 6387 or Extension: 6387 Option 1 for Learning Option 2 for Performance Management Option 3 for Recruiting

More information

RE:Anywhere Tips and Helpful Information

RE:Anywhere Tips and Helpful Information RE:Anywhere Tips and Helpful Information Contents Where Do I Find...?.............................................. 2 Where to Find Information Before Visiting a Constituent.................. 2 Where to

More information

Microsoft SharePoint Products & Technologies

Microsoft SharePoint Products & Technologies Tips & Tricks / SharePoint Page 1 of 2 Microsoft SharePoint Products & Technologies SharePoint Products and Technologies provide you enterprise-scale capabilities to meet businesscritical needs such as

More information

Introduction to the Agency Portal

Introduction to the Agency Portal Introduction to the Agency Portal This document will guide you through Loudoun Mutual s Agency Portal, the replacement system for Web Inquiry. The old buttons for First Notice of Loss, Pay Premium by Credit

More information

Sales Catalogue. The Sales Catalogue Menu Item. 1. Click on Utilities. 2. Choose Export. 3. Click on Sales Catalogue

Sales Catalogue. The Sales Catalogue Menu Item. 1. Click on Utilities. 2. Choose Export. 3. Click on Sales Catalogue Sales Catalogue The Sales Catalogue Menu Item 1. Click on Utilities 2. Choose Export 3. Click on Sales Catalogue The Sales Catalogue Extract Window Use this window to specify the Template name or Add a

More information

Lead Management System

Lead Management System Welcome to MSPowermail s user-friendly. To log into the system, input the same information that you currently use for our online leads site. If you don t have, or don t remember your credentials, please

More information

Gain deeper insight into your business with Sage 300 Construction and Real Estate

Gain deeper insight into your business with Sage 300 Construction and Real Estate Gain deeper insight into your business with Sage 300 Construction and Real Estate Your employees face issues that impact your company s profitability on a daily basis. These issues include controlling

More information

Order Manager Help. v. 4.2

Order Manager Help. v. 4.2 Order Manager Help v. 4.2 Last Update: June 2005 Table Of Contents About Help... 1 Using Online Help... 1 Legal Information... 3 Using the IntraLearn Platform... 5 Product Description... 5 Frame Structure...

More information

SMS/Text Message Solution User Guide. How to send bulk SMS messages. Copyright 2013 xrm Consultancy Limited

SMS/Text Message Solution User Guide. How to send bulk SMS messages. Copyright 2013 xrm Consultancy Limited SMS/Text Message Solution User Guide How to send bulk SMS messages Contents Contents... 2 Introduction... 3 Pre-requisites... 3 North52 Formula Manager... 3 Sending bulk SMS messages... 4 1. Set up workflow...

More information

Web Intelligence User Guide

Web Intelligence User Guide Web Intelligence User Guide Office of Financial Management - Enterprise Reporting Services 4/11/2011 Table of Contents Chapter 1 - Overview... 1 Purpose... 1 Chapter 2 Logon Procedure... 3 Web Intelligence

More information

Microsoft Office Access 2007 which I refer to as Access throughout this book

Microsoft Office Access 2007 which I refer to as Access throughout this book Chapter 1 Getting Started with Access In This Chapter What is a database? Opening Access Checking out the Access interface Exploring Office Online Finding help on Access topics Microsoft Office Access

More information

Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE

Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE VERSION 7.50, JULY 2008 Blackbaud FundWare Accounts Receivable Guide Volume 1 USER GUIDE HISTORY Date Changes June 2000

More information

HOW-TO S - TIPS - TRICKS BEST PRACTICES. Complete Participant Setup Guide for the Event Fundraising System

HOW-TO S - TIPS - TRICKS BEST PRACTICES. Complete Participant Setup Guide for the Event Fundraising System HOW-TO S - TIPS - TRICKS BEST PRACTICES Complete Participant Setup Guide for the Event Fundraising System Table of Content Participant Setup Promotion Incentives & Management - -7 8-9 II Participant Setup

More information

MS Excel Template Building and Mapping for Neat 5

MS Excel Template Building and Mapping for Neat 5 MS Excel Template Building and Mapping for Neat 5 Neat 5 provides the opportunity to export data directly from the Neat 5 program to an Excel template, entering in column information using receipts saved

More information

Web CMS Forms. Contents. IT Training

Web CMS Forms. Contents. IT Training IT Training Web CMS Forms Contents Forms... Creating a plan... Data types... Data protection... Form Manager... Creating a form... Adding questions... 4 Adding Answers for Radio Button and Drop Lists...

More information

WebEx Meeting Center User Guide

WebEx Meeting Center User Guide WebEx Meeting Center User Guide For Hosts, Presenters, and Participants 8.17 Copyright 1997 2010 Cisco and/or its affiliates. All rights reserved. WEBEX, CISCO, Cisco WebEx, the CISCO logo, and the Cisco

More information

Excel Worksheet Basics

Excel Worksheet Basics NDUS Training and Documentation Excel Worksheet Basics Welcome Since Excel has been identified as the spreadsheet application supported by the PeopleSoft system, it s a good idea to learn how to use it

More information

Extensible Visualizations. Product: IBM Cognos Business Intelligence Area of Interest: Reporting

Extensible Visualizations. Product: IBM Cognos Business Intelligence Area of Interest: Reporting Extensible Visualizations Product: IBM Cognos Business Intelligence Area of Interest: Reporting Extensible Visualizations 2 Copyright and Trademarks Licensed Materials - Property of IBM. Copyright IBM

More information

Salesforce Bootcamp for Nonprofits Workbook

Salesforce Bootcamp for Nonprofits Workbook Salesforce Bootcamp for Nonprofits Workbook 1 501Partners, LLC Contents OVERVIEW & TERMINOLOGY...4 1. ENTERING CONTACTS AND ORGANIZATIONS...5 Exercise 1: Create Two Individual Contacts and connect them

More information

Email Receipting Guide. DonorPerfect Online

Email Receipting Guide. DonorPerfect Online Guide DonorPerfect Online SofterWare, Inc. DonorPerfect Online September 2010 Table of Contents Table of Contents INTRODUCTION...3 Choosing Email and/or Letter Receipting... 3 Workflow... 3 Regenerating

More information

Microsoft Word 2010 Part 3: Advanced Word

Microsoft Word 2010 Part 3: Advanced Word CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Word 2010 Part 3: Advanced Word Winter 2014, Version 1.0 Table of Contents Introduction...2 Working with Views...2 Switching

More information

Cloning Opportunities for Next Year... 22 Donation Tools... 22 Task Reminders... 23. Volunteers... 23 Leads and Lead Conversion... 25 Reports...

Cloning Opportunities for Next Year... 22 Donation Tools... 22 Task Reminders... 23. Volunteers... 23 Leads and Lead Conversion... 25 Reports... Table of Contents About the User s Guide... 3 About the Salesforce Template... 3 Getting Salesforce Help and Training... 3 Salesforce.com Resources... 3 Contacting Salesforce.com Support... 4 Contacting

More information

Produced by Flinders University Centre for Educational ICT. PivotTables Excel 2010

Produced by Flinders University Centre for Educational ICT. PivotTables Excel 2010 Produced by Flinders University Centre for Educational ICT PivotTables Excel 2010 CONTENTS Layout... 1 The Ribbon Bar... 2 Minimising the Ribbon Bar... 2 The File Tab... 3 What the Commands and Buttons

More information

How to Create Custom Name Badge Inserts with a Mail Merge in Microsoft Word 2010

How to Create Custom Name Badge Inserts with a Mail Merge in Microsoft Word 2010 Many people know that you can use the Mail Merge feature in Microsoft Word 2010 to easily create mailing labels, but did you know you can use it to quickly create custom name badge inserts? Here, you will

More information

SAP VIRTUAL AGENCY GETTING STARTED GUIDE

SAP VIRTUAL AGENCY GETTING STARTED GUIDE GETTING STARTED GUIDE TABLE OF CONTENTS Introduction 3 Starting Out 5 Creating Campaigns and Collateral 8 Customizing and Executing a Pre-Packaged Campaign 9 Create your own Campaigns 11 Create a Landing

More information

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate. Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.

More information

ONLINE MERCHANT PORTAL USER GUIDE

ONLINE MERCHANT PORTAL USER GUIDE ONLINE MERCHANT PORTAL USER GUIDE MARCH 2015 Content 1. Introduction... 3 1.1. Payments History... 3 2. Getting Started... 4 2.1. Registration... 4 2.2. Logging into Your Account... 6 3. Home Page... 7

More information

Navigation pane Press Ctrl+F to show the Navigation Pane. You can reorganize a document by dragging its headings in this pane. Or use the search box

Navigation pane Press Ctrl+F to show the Navigation Pane. You can reorganize a document by dragging its headings in this pane. Or use the search box Quick Start Guide Microsoft Word 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve. Quick Access Toolbar Commands here are always visible. Right-click

More information

Fundraising 50. Installation Guide

Fundraising 50. Installation Guide This is a publication of Abila, Inc. Version 2014 2013 Abila, Inc. and its affiliated entities. All rights reserved. Abila, the Abila logos, and the Abila product and service names mentioned herein are

More information

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW GET STARTED WITH INFLOW quick start guide Welcome to the inflow Community! This quick-start guide includes all the important stuff to get you tracking your inventory before you know it! Just follow along

More information

Word 2010: Mail Merge to Email with Attachments

Word 2010: Mail Merge to Email with Attachments Word 2010: Mail Merge to Email with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN

More information