This summer you’re invited to attend a 2-day training course on the exploration of Talisma Fundraising’s advanced functions. Taught by implementation services manager,
Alicia Eshleman, this session is a rare opportunity to engage in hands-on exercises in the creation of complex filters and the building and execution of complex reports and lists. Offered at $1,000, this limited seating session also includes a review of administrative functions for data importing and mass updates for a data clean up.

During this course, you’ll also learn:

• The Filter interface
• Review of cumulative totals
• Filters for exclusion
• Flag Only
• Advanced joins and operators
• Complex exporting using the Multi Area export tool
• Custom Report Writer
• Importing
• How to build and maintain Recognition Clubs
• Best practices for data review and clean up

Who will benefit:

• Individuals currently working within Talisma Fundraising who are comfortable with basic program functionality
• Those responsible for database administration and criteria building for reports and exports

Course pre-requisites:

• Participants should be able to build basic filters, reports, and exports on their own.

Click here to download and print registration form.