1. From Fundraising, select Generate reports to open the Generate reports window.
2. Export a report in Microsoft Word for all gifts made during August 2009:
□ Report Types: Export
□ Available Reports: All Gifts to Microsoft Word
□ Click Run to display the Select Date Range window.
□ Enter 08/01/2009 in the Begin Date field.
□ Enter 08/31/2009 in the End Date field.
□ Click OK to display the Set print file name window.
□ Browse to the desired folder for the file.
□ Enter August 2009 in the File name: field.
□ Click Save.
3. Issue a reminder for installments due during August 2009:
□ Report Types: Issue
□ Available Reports: Reminder for Installments Due
□ Click Run to display the Select Date Range window.
□ Enter 08/01/2009 in the Begin Date field.
□ Enter 08/31/2009 in the End Date field.
□ Click OK. The Set report destination window opens.
□ Select Screen and click OK.
4. Generate a summary of all gifts made during August 2009, sorted by campaign:
□ Report Types: Reports
□ Available Reports: Giving Summary
□ Click Run to display the Reports window.
□ Enter ANNUAL in the Campaign field.
□ Enter 08/01/2009 in the Date field.
□ Enter 08/31/2009 in the Thru field.
□ Click Run.
5. Generate a detailed list of all pledges made to the General (GEN) fund from August 1, 2009 through November 1, 2009, sorted by customer ID:
□ Report Types: Reports
□ Available Reports: Pledge Summary
□ Click Run to display the Reports window.
□ Select Member Number from the Sort & Summarize by scrolling list.
□ Delete ANNUAL from the Campaign field (if still displayed from the last report run).
□ Enter GEN in the Fund field.
□ Enter 08/01/2009 in the Date field.
□ Enter 11/01/2009 in the Thru field.
□ Click Run.