CMS - Newest KB Articles in Reporting CMS - Recent additions to the Knowledge Base from Chabad Management System support.chabadms.com/KB/c2/reporting.aspx
Sun, 05 Sep 2010 17:35:31 GMT
Chabad Management System Smarter Professional 3.6.3274 Year Comparison Transaction Reports support.chabadms.com/KB/a647/year-comparison-transaction-reports.aspx Thu, 03 Dec 2009 21:58:39 GMT kbarticle647 Generate a transaction report with year columns, comparing year totals New Banquet Reports support.chabadms.com/KB/a629/new-banquet-reports.aspx Thu, 10 Sep 2009 00:57:36 GMT kbarticle629 New Banquet Reports Event Report support.chabadms.com/KB/a434/event-report.aspx Fri, 03 Apr 2009 14:46:17 GMT kbarticle434 How to create a report of contacts who will be attending an event. Contact Report Include AND Exclude Programs support.chabadms.com/KB/a601/contact-report-include-and-exclude-programs.aspx Wed, 04 Mar 2009 07:59:25 GMT kbarticle601 Contact Report Include AND Exclude Programs Create a Program of Non-donors support.chabadms.com/KB/a425/create-a-program-of-non-donors.aspx Thu, 22 Jan 2009 23:36:45 GMT kbarticle425 This is a tutorial on how to create a new program/list with all your non-donors. Saved List support.chabadms.com/KB/a423/saved-list.aspx Sun, 28 Dec 2008 03:50:31 GMT kbarticle423 If you want to limit a Contact Report to people who either gave you x amount of dollars OR live in zip code x, bringing up people who fit EITHER criteria, this would require you to either use a 'saved list' or the 'manage programs' tool. Transaction Report support.chabadms.com/KB/a393/transaction-report.aspx Wed, 10 Dec 2008 00:45:01 GMT kbarticle393 The Transaction Report is a report that you can use to track your payments, bills, income and expenses. Contact Details Report support.chabadms.com/KB/a383/contact-details-report.aspx Wed, 10 Dec 2008 00:18:38 GMT kbarticle383 Print a detailed report. You can choose what information -programs, notes, donations- should be displayed. Contact Report support.chabadms.com/KB/a382/contact-report.aspx Wed, 10 Dec 2008 00:14:13 GMT kbarticle382 Generate a list, emails, labels and much more - Contact Report. Individual Letters and Envelopes support.chabadms.com/KB/a370/individual-letters-and-envelopes.aspx Tue, 09 Dec 2008 23:56:23 GMT kbarticle370 You can easily print an individual envelope or letter.