Gift Reports provide easy, out-of-the-box, standardized reports relating to your constituent giving, based on date ranges you specify. These reports contain a number of filters to provide you with a flexible, yet self-contained, experience. The report results hyperlink to constituent records and donations to "drill-down" and view the individual’s record or gift. Returned information can be exported 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...
- A high-level view of your fundraising progress.
- How your fundraising is performing this year compared to the same point in time last year.
- A snapshot of the performance of your active funds, campaigns, and appeals.
- Trends in your donor growth vs. churn.
- The progress of your outstanding pledges.
If the built-in reports are not sufficient for your needs, generate your own report using the Advanced Query Wizard to create custom reports. Use the report results for creating mailing labels, adding constituents to Groups or Smart Groups, or purging records.