Reporting
You can create contributions and pledges, manage existing records, conduct robust searches and take bulk action on the results; but how do you translate the wealth of data in the system into a meaningful report for organization leadership? How do you turn raw data into a story that tells people where the organization is and where it is headed? In this section, we will translate some of the search tools described previously into meaningful examples of how you might use them to extract important statistics and report summaries.
Counting prospects with Advanced Search
When trying to determine the number of prospects for different segments, you need to make sure to count contacts rather than contributions. For example, if you wanted to find the number of people who have given a donation between $100 and $500, you would not use Contributions | Find Contributions or Search | Find Contributions because either may return duplicate contact records if the contact has given more than one donation...