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How do I view all my organization's assists?

There are several options for viewing assists.

Viewing all assists

Using the main menu, click the Assists menu item. This will bring up a list of all the assists your organization has made. You can filter by name, category, status, and date. Once you've found the assist, you can either view the recipient's profile or view the assist directly by clicking the View button.

Building a report

If you're looking for more specific data, a report is a better fit. Using the main menu, click Reports. From there, you can build a report of assists by category or recipient, filtered by date. You can also export the report as a CSV file.

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