Employees can get support with any reporting needs, access verified department and team reports, and access training and resource materials. Also available is a complete Reports and Analytics page on Society Source with more information.
Request Form Reporting Support
Use the link above for customer, revenue, and mission related reports, or general reporting support.
If you have questions or need assistance with any of the forms on this page, please use the form above.
Customer List Pull Request
For information on submitting a contact list request including address, phone, or email, please reference the Submitting a Customer List Request Case QRG.
This includes contact lists for Donors, Event Direct Mail, Committees, Participants, Teams, and Sponsors.
Questions? Please reach out to the Email Marketing Team at [email protected]