Reports

Reports allow you to see the performance of your fundraising efforts and analyze your data. Reports can help you:

• Measure the success of funds, campaigns, approaches, events, and other fundraising efforts

• Identify and analyze giving trends

• Identify donors and volunteers whose support has lapsed

• Identify donors and volunteers whose support has grown

• Identify major giving prospects

• Identify frequent and recurring donors and volunteers

• Identify new donors and volunteers

• Identify constituents with incomplete account records, such as missing email addresses

• Compare the results of your efforts across multiple time periods

• Compare the results of split communications

• Compare your organization with similar nonprofits

• Recognize lifetime giving

For each report, you'll first select a query. The query defines a split of your database based on the criteria you used to create the query.

In some circumstances the Query Preview will provide an export of the information you need. However, in cases where you need to group, analyze, or further manipulate the data you will run your Query through a Report