Training Exercises - Reports, Exports & More

Getting Started:

  • Go to eTapestry Training
  • For user ID and password use the following structure:
    • Login: exercise.user1
    • Password: training
    • If you should receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id's is training. So, if you get this message about someone already logged in, just try a different number.
    • Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Special Reports

  1. Run an Approach Activity Summary for Last Year. (Hint: Don't forget to choose a query for Donor Journal Entry Date!) Print out the detail for the gifts made from Personal Solicitations.
  2. Wonder who are the Top 10 Donors for all time based on Received Amounts? Can you find out? Is there an Account Report that can help?
  3. You need some good information on your Pledges. What should you run?
  4. It's time for your Annual Report! You need to get a breakdown of donors for the following dollar ranges, based on received amounts:

    5. 0.00 - 49.99
    50.00 - 999.99
    1000.00 - 4999.99
    5000.00+

    You need this breakdown for people who gave last year. (Hint: Donor Journal Entry Date!)

System and Special Exports

  1. Your boss has asked you to run some Mailing Labels. (Do you remember where this definition is found?) You may first want to print them to screen so you can make sure you have the correct group. The query you will need is found under Dorothy Queries and the name of the query is Indiana Residents. Run this first to screen, then go back and do an Export. Once the file is exported and you have saved it to your computer, try going to Word and perform the merge for Mailing Labels!
  2. Do you remember a quick and easy way to process your Thank You Letters? Pretend you only do your letters once a week. First, go in and add some gifts to about three accounts. Then, use the query Donor Journal Entry Date and the Query of This Week when you run the Thank You Letter Definition. (Remember, if other customers have been adding gifts this week, you may find more than your three in your query. Try creating a Thank You Letter in Word once the export is completed.
  3. Review the Special Export Category.

Creating your own Report/Export Definition

  1. Create a new Report/Export Category for your definitions.
  2. Create a new definition that shows the phone number, name and city. Sort the new definition alphabetically. Run it to screen using the Base and All Donor query. Do you remember how you would then export this out of eTapestry?
  3. Create a new Journal Definition selecting the name, date, fund, campaign and received amount. Also run this with the All Donor query. Run this report with a Journal Entry Query selecting dollar amounts.

    4. If you should have questions, please contact support@eTapestry.com. Thanks for taking the time to complete these exercises!!!