Reports Menu

<p> <span><strong>Gift Reports</strong> provide easy, out-of-the-box, standardized </span>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. </p> <p> <span>The <a href="/hc/en-us/articles/115005097794" target="_blank" rel="noopener"><strong>CRM Performance Dashboard</strong></a> provides important metrics and trends that an organization can use to gauge fund development performance over time. </span>The CRM Performance Dashboard enables you to see... </p> <ul> <li>A high-level view of your fundraising progress.</li> <li> How your fundraising is performing this year compared to the same point in time last year. </li> <li> A snapshot of the performance of your active funds, campaigns, and appeals. </li> <li>Trends in your donor growth vs. churn.</li> <li>The progress of your outstanding pledges.</li> </ul> <p> If the <a href="https://salsalabs.skilljar.com/salsa-labs-learning-part-3-salsa-crm-training-program">built-in reports</a> are not sufficient for your needs, generate your own report using the <a href="https://help.salsalabs.com/hc/en-us/sections/360002973834" target="_blank" rel="noopener"><strong>Advanced Query Wizard</strong></a> to create custom reports. Use the report results for creating mailing labels, adding constituents to Groups or Smart Groups, or purging records. </p>