Donor Analysis and Statistics Reports
Custom Gift Analysis Report
This report allows you create a summary report showing gift totals and counts on each line where you define the criteria to be used for that line. For example, you may wish to group your gifts into different categories by Reason, Fund or Event codes or by the size of the gift, or some combination. In this report you define a different filter for each row.
NOTE: starting with the first row, if a gift is counted in one row, it is not counted again in a subsequent row, even if it meets the filter criteria of the subsequent row. For example, if the first row is all gifts to the endowment fund and the second row is all bequests, a bequest that is to the endowment fund is counted in the first row but not in the second. This is to avoid double counting. You can reorder the rows by your preferred way of counting gifts. You can also set a filter to force where gifts are counted. In this example, if you wanted bequest gifts to the endowment to be counted as bequests but not endowment gifts, then you could either put the bequest row above the endowment row or, for the endowment row, you could include gifts to the endowment but exclude bequests from that row, using the filter logic.
Report Options:
Date Range for Gift Date or Entry Date
Select Gift Types
Exclude Soft Credit
Exclude Hard Credit
Exclude Unpaid Sales
Count Gifts/Count Names
For each row in the report:
Row Title
Gift filter to use for that row
As you define each row, enter a title for the row and build the gift filter. Once the filter is built, click on Add Row to save that row.
As you add rows, a list of rows appears below. Use the arrows to move rows up and down or use the X to remove a row.
Donor Retention Report
This report shows over the past years how many and what percentage of donors were retained from year to year.
Report Options:
End Date - the report will look back in time from the end date period.
Number of years - the number of years to look back
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Funds to Include
Donors By State Report
This report shows the count of donors broken down by state or province of their preferred address.
Report Options:
Show All, Households Only, Organizations Only
Donors Analysis Report
This report shows a count of donors broken down by largest gift amount and most recent gift date.
Report Options:
Gift Size table to use for largest gift amount ranges
As of date
Gifts by Size Report
This report shows gift totals in each category of a Gift Size table..
Report Options:
Date Range for Gift Date or Entry Date
Gift Size Table to use - by Campaign Code
Exclude Soft Credit
Exclude Hard Credit
Exclude Unpaid Sales
Do Not Show Zero Lines
Counts Gifts/Count Names
Select Funds
Gifts By State Report
This report shows the amount raised broken down by state or province of the donor's preferred address.
Report Options:
Show All, Households Only, Organizations Only
Mailing Analysis
This report compares the results of different mailings based on gift reason codes, showing the number of pieces sent, the cost, and the gift results.
Report Options:
Do Not Show Zero Lines
Suppress if Zero # Return
Exclude Unpaid Sales
New vs. Existing Donor Comparison Report
This report shows a count of new and existing donors, with average gift level for each, over five years. It includes line charts.
Report Options:
Most recent fiscal year to include
One Period All
This report shows gift totals and counts grouped by gift size or various code options. It includes the following columns: Gift, Dues & Sales; Pledges; Pledge Payments; Pledge Write-off; Outstanding; Total Received; Grants; Grant Payments; and Total
Report Options:
Date Range for Gift Date or Gift Entry Date
Group by: Gift Size, Reason, Method, Fund, Tribute, Event, Gift Solicitor, Campaign, Credit, Gift Membership Level, Source, Bio Solicitor, Household/Org Tag, Name Tag, Mailing Tag, Bio Membership Level, Type
Exclude Soft Credit
Exclude Unpaid Sales
Do Not Show Zero Lines
Include Funds
Count Gifts or Count Names
One Period Received and Due
This report shows gift totals and counts grouped by gift size or various code options. It includes the following columns: Received; Pledge Write-off; Outstanding; Grants; Grant Payments; and Total
Report Options:
Date Range for Gift Date or Gift Entry Date
Group by: Gift Size, Reason, Method, Fund, Tribute, Event, Gift Solicitor, Campaign, Credit, Gift Membership Level, Source, Bio Solicitor, Household/Org Tag, Name Tag, Mailing Tag, Bio Membership Level, Type
Exclude Soft Credit
Exclude Unpaid Sales
Do Not Show Zero Lines
Include Pledges Outstanding Column
Include Write-off Column
Include Funds
Count Gifts or Count Names
Revenue Distribution Report
This report breaks down giving over five years by gift size as shown in up to 5 size categories. It includes a bar graph.
Report Options:
Range Table: you can specify a range for each category and give the category a name.
Example Range Table:
Friends - under $500
Sponsors - $500 - $1000
Patrons - $1000 - $5000
Founders - $5,000 and above
You can create several different range tables.
Three Month/YTD Statistics
This report compares one month and YTD giving totals over three years, grouped by gift size or various code options.
Report Options:
Month and Year
Group by: Reason, Method, Fund, Tribute, Event, Gift Solicitor, Campaign, Credit, Gift Membership Level, Source, Bio Solicitor, Household/Org Tag, Name Tag, Mailing Tag, Bio Membership Level, Type
Exclude Soft Credit
Exclude Unpaid Sales
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Do Not Show Zero Lines
Include Funds
Three Year Comparison by Percentage
This report compares total giving over three years broken down by household/org or name attributes.
Report Options:
Year - this the final of the three years
Group by: Type, Source, Primary Household/Org Tag, Primary Mailing Tag, Primary Name Tag, Household/Org Tag, Mailing Tag, Name Tag
Exclude Soft Credit
Exclude Unpaid Sales
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Do Not Show Zero Lines
Include Funds