Appendix D: Custom Listings

Custom Listings are a powerful reporting tool that allow you create listings and summaries that include a set of CDM+ database fields you choose. Custom Listings are found throughout CDM+.

Custom Listings are found on the following report menus:

Membership Reports > Listings 

Attendance Reports > Listings

Contribution Reports > Listings

Memorial Gifts Reports > 

Gift Designee 

Gifts Used

Gifts Given

Accounting Reports >

Accounts Payable

Accounts Receivable

Event Registration Reports > Listings

Roommate  Reports > 

Events

Resources

Rooms

Contacts

Check-In/Check-Out Reports > Listings 

 

Like Exports, Custom Listings use saved sets of fields from the CDM+ database to define what to print on the report. Therefore, to begin using the Custom Listing reports, you first need to create a new set or modify an existing set of fields.