Find CRM Reports under the Reports menu in the navigation bar. Some report results contain hyperlinks to constituent records and donations to drill down and view a donor's record or gift. Export results to a mail merge or advanced query by selecting a single button.
The CRM Performance Dashboard provides important metrics and trends that an organization can use to gauge fund development performance over time.
The CRM Performance Dashboard enables you to see...
- High-level illustrations of your fundraising progress.
- Fundraising performance this year compared to the same point in time last year.
- Performance of your active funds, campaigns, and appeals.
- Trends in your donor growth vs. churn.
- Progress of your outstanding pledges.
Built-in Reports provide easy, out-of-the-box, standardized reports relating to your constituent cultivation, giving, and membership subscriptions based on date ranges you specify.
Find report characteristics by following the links below:
- Gift Reports
- Cultivation Report
- Membership Report
Generate source data to create custom reports using the Advanced Query Wizard. You can also generate lists for creating mailing labels, adding constituents to Groups or Smart Groups, or purging records.
Find more information on the reports below by clicking the links: