DataMiner Platinum with Contribution Statements Training Webinar
See DataMiner Platinum in action. Walk through queries to customize your end of year Contribution Statements.
Three example queries demonstrated in the training:
- Contacts without email addresses
- Donors who gave more than $250 in the year
- Donors that made more than one donation in the year
Summary
The trainer conducted a webinar on building custom reports in DataMiner Platinum for DonorSnap, focusing on generating contribution statements for tax season. She explained the importance of filtering donor lists based on donation frequency and amounts, which cannot be done directly in the statement-building interface. The trainer demonstrated how to create three key reports: contacts without email addresses, donors who gave a specified dollar amount or more, and those who made multiple donations in the year. She walked participants through the steps of using DataMiner Platinum’s report builder, including setting up queries, filtering data, and exporting results. The trainer emphasized that these reports would help streamline the statement generation process by allowing users to target specific groups of donors.
Related Pages
Contribution Statements Training Webinar
Custom Contribution Statements Training Webinar
DataMiner Platinum 101: Introduction