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Spektrix Training - Customer Lists & Reporting

In the first half of this session we will look at reporting in Spektrix - running reports, creating Criteria Sets, and setting up Report Schedules.

In the second half we will focus on how to segment your audience using Customer Lists, and how you can use this data both to report on, and target communications to your customer and donor base.

By the end of this session, you will be able to:

- Run reports in Spektrix and output them in different formats
- Understand the difference between Report Types
- Set up Report Schedules
- Understand Customer List logic
- Build Customer Lists

*Please note: this session is for Spektrix users only*

May 3, 2022 10:00 AM in New York

May 3, 2023 03:00 PM in London