CDMG – Interactions Report

CDMG – Interactions Report

This is for you, development officers! A new custom report has been created which will allow you to conveniently get a listing of the interactions that you’ve put into the system. Follow the steps below to learn how.

Navigate to the Prospects Functional Area. Under the Custom Reports section click the “CDMG – Interactions” report option.

interactions_report

Enter a date range and select your name in the drop down box on the left. Use the drop down box on the right to select the type of contact method (Campus Visit, Email, Visit, Letter, etc.).

interactions_report_001

The report will load and will look like the picture below.

cdmg_report