Segments
- Customized list based on your filter requirements, the columns you want to include, “group by” and sorting
- Segments can be public (shared with your team) or private
- Segments can be exported directly to Excel
Documents
- Design your document in Microsoft Word, then drop in fields to merge from CoolFocus
- Includes TABLE MERGES TOO! (Nobody else offers this feature. Period.)
- Unlimited documents can be designed and uploaded
- Customize built-in Documents such as Giving Statements and Gift Receipts to meet the needs of your affiliate or create your own custom Documents.
- Attach Documents to Clients, Donors, and Volunteers for future reference.
Reports
- Includes standard reports, and includes graphing capabilities! Also supports CUSTOM reports (initially built by WayCool support team for you)
- Run and print built-in reports.