thankQ Solutions Pty LtdTech Forum 2013

Tips & Tricks

by Bernice Breckon

Topic List● Search Date Shortcuts● Dashboard● eDonations HTML Email Receipts● Power Search Statements● Payments vs Donations

Searching Date Shortcuts• Date Search Shortcuts• Search using Shortcuts• Save Search• Run a report with Saved Search

Date Search Shortcuts

Search using shortcuts● Search for all contacts who have donated this year● Search for all contacts who have donated $100 or more last year

Save Search● Saved searches are dynamic● Results will change with new criteria

Run Report with Saved Search

● Run Report with Sublist● Select Payment History● Save the Report as a Template

Demonstrate Search Saved From Searches

Dashboard• Dashboard Access Rights• Add Report to Dashboard

Dashboard Access Rights

Demonstrate Dashboard

eDonations HTML eMail Receipts

Important Support Note:

For assistance in designing your HTML email please consult with your web designer.

thankQ Solutions is not able to provide assistance with providing or verifying html code through support. You must consult in your designer.

Setting up an Email Receipt

HTML Email Receipt Sample

Power Search Statements

When using Power Searches

1. When constructing a statement using criteria from the same folder – always choose the longest statement that fits your requirements.

When using Power Searches

2. Always try to select the largest group of records first. And try to keep your statement positive.

Troubleshooting Statements - Stepping through a Statement

Payments vs Donation

Donation Types – Givings received that are not GST applicable.

Donations by Source Report

Finance Report 81010 – Report that produces only Donation data

Modules in thankQ● Donations ● Pledges – (Regular giving's Pledges to give)● Grants

Payments – Monies received that are not GST applicable.

Finance Report 81011 - This report includes both Payments and Donations

Modules in thankQ• Memberships (Pledges)• Merchandise• Event Bookings – (Exception Input tax Events (non GST)

Finance Report 81640 - This report includes both Payments and Donations but you can select Payment Source Codes