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TQ Reporter gives you the ability to create custom reports using the tables in thankQ.

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About the instructor

Trainer, Document Writer

Margaret Kamstra

I have been in the IT industry forever, starting out installing hardware and software solutions mainly to the legal sector.I have also been on many implementation teams installing hardware and software as well as training staff. After implementing systems I was a mentor on help/support desks and set up training departments and training material.I have been a trainer at thankQ Solutions for over 5 years and I love their product and people.They are always striving to be the best and I love that because that is what I try to do also.

Course Curriculum

  • 1

    tQ Reporter

    • Learning Objectives

    • What is Covered

    • tQ Reporter Handout
  • 2

    Report Generator

    • Create a Report using the Wizard

    • Practice Creating Report

    • Navigating Reporter

    • Rearrange Labels

    • Practice Rearranging Labels

    • Colours and Fonts

    • Practice Colours and Fonts

    • Preview, Save, Edit and Delete

    • Practice Preview Save Edit and Delete

    • Add Fields and Tables to Report

    • Practice Adding Fields and Tables to Report

    • Add Parameters and Filters

    • Practice Adding Parameters and Filters

    • Save and Exit

    • Add Report to Home Page
  • 3

    Create Report using Grouping

    • Create Fundraising Income Summary

    • Practice Creating Fundraising Income Summary Report

    • Create Parameters using XtraReport

    • Practice Adding Parameters using XtraReport

    • Add Lookup Tables

    • Practice Adding Lookup Tables

    • Add Dynamic Parameters

    • Practice Adding Dynamic Parameters
  • 4

    Create Report - Appeal Comparison with Graph

    • Create and format Appeal Comparison Report

    • Practice Appeal Comparison Report

    • Add Graph to Report

    • Practice Adding a Graph to Report
  • 5

    Pivot Grid

    • Pivot Grid Hand Out

    • Create Pivot Grid

    • Practice Creating a Pivot Grid

    • Add a Graph to the Pivot Grid

    • Practice Adding Graph to Pivot Grid
  • 6

    Practice Reports

    • Summary of Practice Reports

    • Report with Lookup Tables, Parameters and Filters

    • Bequest Contact Status

    • Regular Giving Statuses

    • Donation Details

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