Kimbia Reporting Guide
Successful online fundraising and event registrations always leads to the need to generate reports and analyze all the great information that is gathered in the process of securing those valued donations and registrations. As our clients know, their data is valuable and KIMBIA's reporting features make it all readily available - in real time. These immediate access reports are enabling KIMBIA customers to more effectively achieve their business objectives and answer their pressing questions, for example:
- Need to produce a report of all donations and refunds for October for Accounting? Check
- Need to provide your T-Shirt vendor with a real-time view of shirt orders for that event? Check
- Need to understand which Advocate is generating the most money? Check
- Want to keep tabs on how much has been collected today, yesterday, this week, or last month? Check
- Does your Executive Director want to be notified when "high dollar" donations are received? Check
The following PDF contains the following to help you quickly build better, more useful reports:
- A report selection guide - to help you understand how to select report types and templates
- A review of the Report Build Screen - to help you understand how to build and configure your reports, including adding forms, setting the report format and columns, filtering, and defining summaries (totals and subtotals).
- A glossary of the terms and concepts available in KIMBIA Reporting - organized by Category, to help you identify the available columns, what they are, and where to find them.
- An explanation of common KIMBIA Data Types - to help you understand what they are and how you can use them to achieve the report output you want.
