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  1. Neon One
  2. Neon CRM
  3. Using Neon CRM
  4. Reporting
  5. Common Reporting Scenarios

Common Reporting Scenarios

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  • Obtaining a Donation Detail Report for the Prior Year
  • Running a Report to Identify Those Who Should Receive a Year-End Appeal
  • Creating a Report of Current Members who have not Donated
  • Reporting Events Associated With Campaigns
  • Identify Transactions That Have Soft Credits Applied
  • Obtaining a Donation Detail Report

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