Module 1: Understanding the Basics

Laying the foundation for being a reporting ninja.

Groups, Lists, & Reports

Groups, lists, and reports all serve very different purposes in the LGL system. Learn the basics of each and how you can best utilize them for your nonprofit.  

How to Create a Group 

Groups are best utilized to store information about how a constituent is primarily affiliated with your organization.  Groups SHOULD NOT be created for constituents that will need to be regularly updated once a certain action has taken place (i.e. a student has graduated, a prospect has donated, or a member becomes inactive, etc.).

How to Create a List

Lists are searches, or also known as queries, that allow you to find constituents based on specific criteria. The List Manager in LGL lets you create and access lists for your constituents.