Reporting, mailing and electronic communications one day course
Summary
This advanced course is aimed at existing Donor Strategy users. The course provides delegates with a chance to understand the concepts of the reporting and filtering modules.
It is an opportunity to create new reports, filters, prompts and discuss related features.
The morning is dedicated to understanding filtering, with the afternoon putting this understanding to use.
Who should attend?
This course is intended for existing users who are familiar with running reports and wish to gain a clear understanding of all aspects of reporting.
Course location
This course can be run on-site, from our training facility or on location. Please check for availability.
Course outline
Morning session
Overview of Filtering
What are User Filters?
Working with Filter Conditions
Combining Categories
Working with the Browse List
Afternoon session
The Three types of report:
Letters
Labels
Listings
Course timings
09:30 10:00 Arrival and setup
10:00 12:30 Morning session
12:30 13:30 Lunch and discussion
13:30 15:30 Afternoon session
15:30 16:30 Questions and close
Note: There are regular breaks throughout the day.
Delegate requirements
You may use your own machine if you have a portable computer that you wish to use for this course, otherwise machines will be provided. Please let us know if you intend to bring your own machine.
Lunch is provided; please let us know as soon as possible if you have any special dietary requirements.
Please note that once a course has been booked, we require at least one week's notice for cancellations.
Please click here for pricing and availability.
To book to attend this training course, please email madge.dobson@donorstrategy.com