Create a Moves Management Report

Consider creating a report which includes moves management data. You can create multiple reports to meet your organization's needs. For information about how to create a custom report, refer to Create a custom report.

Tip: To take advantage of the moves management functionality, add the defined field set for moves management. For information about how to add a defined field set, refer to Defined Field Sets.

For example, you can create a report that includes basic constituent information and moves management details. To do so, create a custom report which includes the following fields:

• From the Commonly Used Fields category, select Name, Email, Phone - Voice, and any other contact fields you want.

• From the User-Defined Fields: Account category, select Gift Rating, Financial Rating, Moves Status, and Interest Rating.

We recommend you sort the report in ascending order based on the Moves Status field. This enables you to review your prospects by their stage in the moves management process.