Navigation and Reporting Training

The GiveSmart Fundraise Fundamentals series of training sessions take you through the most common usage of a GiveSmart Fundraise account, through four different sessions. After every session, you can take a quick quiz to challenge your skills. For more on the certification classes/recordings, click here.

Get to know your GiveSmart Fundraise account! Take a tour of the application, discuss ways to use the different functions within your account, and how you can see the health of your accounts from the dashboard, within a campaign, and through basic reporting. We will define specific phrases and concepts to get you comfortable using your account.

Navigation and Reporting Class

Navigation and Reporting Quiz

Test your knowledge with the Quiz

Further Study

  • Watch the other Fundamental level classes here.
  • Take a quick tour of GiveSmart Fundraise here.
  •  See a cheat sheet of what is where in GiveSmart Fundraise, found here.
  • Learn about setting up your Website Donation form here.