How to use reports in Chabad Suite
This video goes over how to use reports in Chabad Suite. Here's a link to the article on setting up an automatic email of your...
Report vs. Search
The CRM has inbuilt search functionality that covers most scenarios, so it's important to know when to use a...
How to Use Reports Video
This video goes over how to use reports in Chabad Suite
Using custom fields in reports
If you want to use/display your custom fields in your reports, Make sure the Custom field <Searchable> setting is set to Yes.
Create a End Of Year Fundraising Report (year over year giving)
Get to know how to create an end of year fundraising report with this tutorial video
How to Make an End-of-Year Fundraising Report
Learn how to Make an End-of-Year Fundraising Report
If you believe that there are certain tasks procedure missing here, please let the Chabad Concierge support or the trainer know so we could add/create a procedure for it. Feel free to send a message to John Nolledo or Wyne Anthony on Slack/Whatsapp.