FlexiQuiz - Admin Certification Module 15 Quiz: Specific Recommended Reports

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1. Your development director would like to get a list of people who have refunded their tickets to Donations in the past week every Friday. They need to see which show the patron refunded to inform the conversation when they reach out. What would be the best way to set this up?

Show them how to run the "patrons who have donated in the a date range" CRM Snapshot.

Set up a copy of the Tickets Refunded to Donation report for refunds in the last 7 days, then subscribe them to the report.

Set up a Donations report, filter it for Close Date = LAST 7 DAYS, then add a Donation Record Type filter and subscribe them to the report.

Set the Daily Sales Report to run each week and be emailed to them.

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