Reporting
Fundraising Effectiveness Report
The Fundraising Effectiveness Report was introduced in version 4.6.6. and provide invaluable insight into how your fundraising program is performing. The report provides Year over Year (YoY) comparisons, stats on your current year, as well as ...
Donor Anniversary Report
The Donor Anniversary report includes the donor name, ID, email and phone number to allow you to connect with the donor to recognize the anniversary of their first gift to your organization. It also includes: the date of the first donation and the ...
Analyze & Report: Explore Donations
Explore Donations gives you a quick overview of past donations, making it easy to look for patterns, and compare past months and years. Start by opening the Donations list under Fundraising, then click to expand Reports. Choose Explore. Define the ...
Donation Dashboard Report - Donor Retention Explained
This report shows donor retention within a user-defined time period. I'll use the screenshot below to describe what this report shows you: There are three time periods displayed in this report: 2019, 2020, and 2021. The first two rows show you how ...