VIDEO: Reports - From Basics to Advanced

Topics Covered

• 00:00 Basics of the infoodle Reports feature
• 20:50 Finance Criteria
• 28:10 People & Notes
• 32:02 Advanced techniques to get the most out of your data
• 33:15 Special Reports
  • 34:10 Unsubscribes
  • 35:23 Text Usage
  • 35:55 Private Data
  • 37:10 Printed Directory
  • 39:10 Attendance, Notes & Visitors
• 41:40 Using Reports with other areas of infoodle
  • 41:56 Scheduled Reports
  • 44:56 Destinations for emails
  • 46:03 Bulk creation of new groups and Workflow automations
  • 46:22 Bulk Archive example - contacts with no transactions
  • 48:10 Example workflows