In the first half of this session, we will look at Reporting in Spektrix, covering running Reports, creating Criteria Sets, and setting up Report Schedules, as well as giving some tips on how to report on lost income. In the second half, we will focus on how to segment your audience using Customer Lists, and how you can use this data both to report on, and target communications to your customer and donor base.
By the end of this session, you will be able to:
- Run Reports in Spektrix and output them in different formats
- Understand the difference between Report types
- Setup Report Schedules
- Understand Customer List Logic
- Build Customer Lists
- Setup Customer List Schedules