Millennium Classroom Training

Please contact the Training Department for costs and prerequisites for specific classes.

View classroom training schedule for Williamsburg, VA

All class registrations are accepted on a first-come, first-served basis.

A class minimum of four (4) students per scheduled session is normally required for class to be held and class registration will be closed at a maximum of eight (8) students.

Confirmation of classes will be one month prior to class start date. Confirmation letters, including directions to Sage Software and lodging information, will be emailed to participants at that time.

Payment for tuition fees must be received at Sage Software prior to class attendance.

Registration cancelled after the confirmation date is non-refundable.

Millennium Executive Overview
The Executive Overview is a two-day class that provides a high-level understanding of Millennium features and functionality. Executives will be asked to respond to a pre-class survey about their specific information needs. Based on their answers, the Executive Overview will be customized to focus on the Millennium features specifically designed to assist in managing complex fundraising campaigns and running a development office efficiently.

• Logging into the system
• Setting up My Millennium (dashboard)
• Biographical Data — linked records, attachments, correspondence
• Giving Data — giving trends, giving tree
• Solicitations and Chart of Accounts — campaign analysis
• Summaries and other useful utilities
• Prospect Tracking — linked records, attachments
• Tracking proposals and planned gifts
• Events subsystem overview
• Membership subsystem overview
• Setting up Favorites — bookmarks, recent reports
• Customizing the display — defined display, sorts, filters, short and long display
• Overview of Millennium screen customization — custom columns, site-specific terminology
• Fingertip reports — Letters, Agents, Easy Ask, On-Demand Reports

Millennium Associate's Program
A series of seven modules providing instruction in reading, recording, and managing data in Millennium. These lessons are detailed in a series of workbooks and can be offered as either a "self-study" or an on-site training option.

• Reading Data (AS 101)
• Biographical Data Entry (AS 102)
• Gift Processing (AS 103)
• Prospect Tracking (AS 104)
• Event Administration (AS 105)
• Automated Membership Processing (AS 106)
• Fingertip Reports (AS107)

Millennium Bachelor's Program
Working with Millennium's Library of Standard Reports

• Designing queries
• Using comparisons, groups, and totals
• Report options
• Creating and Using Summaries
• Creating Express Reports, Home Page Reports, and Letters

Millennium Master's Program
Focus on customizing standard reports, includes:

• Formatting and using formulas
• Grouping and sorting
• Table linking and joins
• Using subreports and parameters

Millennium System Administration Training

• Review the installation and configuration of the IIS and SQL Server for use with Millennium.
• Installation and configuration of Millennium
• Customizing the Millennium interface using the customizer or mit templates
• Creating a security plan
• Creating customized views