Familiarize yourself with the reporting interface by completing these 3 steps in your FastFund environment:
- Explore the Categories: Navigate to Reports on the Main Menu. Look at the Vertical Menu to see the different report categories (Donors, Transaction History, etc.).
- Read a Hint: Find the Donor Summary and Trend Analysis report (under the Donors category) and hover your mouse over the Question Mark icon next to it to read the system hint.
- Test the Drill-Down: Generate any detail report (like a Cash Receipts Journal) in HTML format. Locate a blue constituent name or transaction reference on the report and click it to observe how the system drills down into the original record.