- Introduction
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Start here
- Register for Live Training
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Register for Live Training
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
Building Custom Reports
This advanced course walks through EveryAction’s Report Manager, teaching you how to build custom reports using export formats, Fundraising Analysis, Quick Counts, Crosstabs, and the Analytics Dashboard. Register to either watch a video, attend a live Q&A, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
This course is for administrators ready to dive deep into EveryAction’s reporting capabilities. You’ll learn how to create and customize reports, analyze supporter data, and build powerful dashboards to make data-driven decisions.
What You’ll Learn in This Course
- How to use Report Manager to build custom data exports
- How to create and manage Export Formats
- An overview of the Fundraising Analysis reporting feature
- How to use Quick Counts and Crosstabs for targeted segmentation
- How to build and customize Analytics Dashboards
- Tips for visualizing trends and identifying opportunities in your data
- Best practices for structuring reports that inform strategy and action
By the end of this course, you’ll be equipped to build insightful, flexible reports that help drive engagement and performance.
