Dashboards and Reporting

Articles in this section

• Custom Report: Total Number of Linked Profiles
• Custom Report: Mailing List
• Custom Report: Increased Giving Report
• Custom Report: Recovered Lapsed Donors
• Custom Reporting: Best Practices for Rows, Columns, and Metrics
• Custom Reporting: Best Practices for Filtering

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General Foundant Information

Articles in this section

• Compass for Nonprofits: Foundant's Online Community
• Foundant Idea Lab

Onboarding

Articles in this section

• Creating your NonprofitCore User Account

Troubleshooting

Articles in this section

• Foundant Help Menu is Missing

Migration

Articles in this section

• Preparing for a Fundraising Migration
• Preparing for a CRM Migration
• Preparing for an Accounting Migration
• Prepare for Migration - How to Clean Your Data
• Export Your CRM Data from Other Systems
• Export Your Accounting Data from Other Systems

Nonprofit Fundraising

Articles in this section

• Best Practices: Custom Fields
• Fundraising: Historical Data
• Donation Portal: External View
• Square Integration
• Create a Donation Portal
• Embed Your Donation Portal

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Nonprofit CRM

Articles in this section

• Best Practices: Custom Fields
• CRM: Historical Data
• CRM Relationships
• Custom Fields
• Profile Overview
• CRM Glossary

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Nonprofit Accounting

Articles in this section

• Accounting: Historical Data
• Accounting: Covering Transaction Fees
• Revenue Remittance
• Consolidated Budgets
• Financial Reports
• Understand the Difference between Services and Opportunities

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