Reporting
Advanced Reporting tutorial (20 min)
This video gives you all the basics you need to start taking advantage of the advanced reporting feature of Partner DMS Cloud. Silent Partner Software will build your report for you! Contact support@silentpartnersoftware.com or your Account Manager ...
Using Cloud Reports
To view detailed information about your account activity or contributions to your accounts, select Reports from the green menu bar on the left of the screen. For more information about Say Thanks, click here. Account Activity Click the Account ...
Enable clickable donor numbers / hyperlinks in Advanced Reporting
In order to be able to click through to a donor profile from an Advanced Report in Silent Partner: Add the donor number field to the report and click the gear icon. In the URL section, enter the following: ...
How to Use the Donation Digest Report
The Donation Digest allows you to automatically receive your Account Activity and Monthly Contribution Total reports via email. To set this up, go to your account profile in Silent Partner Cloud and select "My Account." Scroll down until you see ...
Creating and working with Dashboards in Advanced Reporting
Create your Dashboard Creating a Dashboard allows you to quickly see the results of several reports in one place. Step 1: Create a Dashboard and add your first report In Advanced Reporting, click "Dashboards" and then the plus sign in the middle of ...
How to export a report in Advanced Reporting to Excel
If you do not see Advanced Reporting when you log in to Silent Partner Cloud, speak to your Silent Partner Admin to request that your permissions are changed. To export a report in the "Advanced Reporting" module of Silent Partner, find the report ...
Tutorial on Advanced Reporting in Silent Partner Cloud
Advanced Reporting requires special permissions in Silent Partner. If you need access to Advanced Reporting, speak with your system administrator. Silent Partner Software will build your report for you! Contact support@silentpartnersoftware.com or ...
Printing a donor list CLOUD
Printing a donor list CLOUD Version 1, last updated by Silent Partner Support First populate the donor list, in this case Joe's connector is being used. To add the addresses to this list click on the Gear Icon (1) and select Add/Remove Columns (2) To ...