Bloomerang CRM Reporting Support

We need to fully comprehend our CRM, Bloomerang. We want clearer understanding of Bloomerang's reporting capabilities and best practices for organizing and using our data so we can reliably produce the reports our team needs. We have specific indicators to track and need to know which is the report that best suits our needs. Also some data may not be organized well enough to report on reliably, tags, fields, duplicate records. If data problems surface, we will plan for a follow-up Project focused specifically on data cleanup and structure. We would be interested in connecting with a Bloomerang consultant strong in report-building.

We are looking for a volunteer with Bloomerang CRM and reporting expertise to train our team and produce practical guidance on reporting.

The volunteer will:
- Lead a remote training session demonstrating how to build, customize, and interpret reports in Bloomerang, with live walkthroughs of report creation.
- Provide a written report that outlines Bloomerang best practices for data organization and reporting, including step‑by‑step instructions to generate the reports we need.
- Deliver a sample report or a documented step‑by‑step recipe showing how to recreate a key report in Bloomerang so our team can replicate it independently.

Organization Mission

The Palapa Society of Todos Santos, A.C. exists to make a positive difference in people’s lives through inspirational quality education and timely support through community service and programs.