FlexiQuiz - Admin Certification Module 16 Quiz: Dashboards

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1. You're looking to analyze your donor giving year over year. Specifically, you want to see what donors you've retained, how many give more this year than last, how many give less, etc. What's should you do?

Set up the "Donor Giving Analysis" report in the Add-On Reports and Dashboards package.

Set up currency fields for each fiscal year on the Account level and run a DIY Data update. When they're ready, set up formula fields to calculate these comparison numbers.

Use the "LYBUNT/SYBUNT" CRM Snapshot.

Run a Donations report, summarize by Account, then add a column summary by bucketed fiscal years.

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