Lady talking
November 2019

CRM training: Evaluating impact using searches and reports

Wednesday 20th November, 2019 - 14:00 to 16:00

About this event

Who is this training for

Healthwatch staff and volunteers who are new users of the CiviCRM

What will the training cover

This webinar aims to help you make the most of the information you collect via the CRM. Through structured searching and creating reports you’ll be able to set up automated reporting to help evaluate your impact.

This training will help you to:

  • Learn the difference between a search and a report

  • Understand how to perform a structured search and how this information can be exported and used to communicate with the individuals shown in your results.

  • Create and customise a report to suit your needs.

  • Set up reports to be automatically be run and sent via email to several recipients. Choose whether this is in a downloadable PDF or a CSV.

Who is running the training

This online event will be led by Oliver Gibson from Northbridge Digital and Michael Samuel, CRM Lead for Healthwatch England.

Contact details

If you have a question about this webinar, please contact the CRM team.