First Friday Feature: Reporting and Queries with a Donor Database

Via @DonorPro

By Dan Quirk for http://blog.donorpro.com

First Friday Feature: Reporting and Queries with a Donor Database

It’s the first Friday of December, time for another edition of First Friday Feature where we explore donor database tools that are helping nonprofit professionals become better fundraisers and more efficient development managers.

Here at DonorPro, the 2nd most important feature that new prospects say they need in a donor managment system, is strong reporting capabilities. That comes as no surprise. More board members, executives, and even donors are pushing for data and analytics than ever before to prove that impact is being made and that dollars are being invested wisely.

With so much at stake, you can see why the switch from spreadsheets to software is so crucial. Let’s dive in to the built-in reporting capabilities and the query tools within a donor database such as DonorPro CRM.

Overview of Built-in Reports

With so much on your plate, it shouldn’t take hours to get the reports you or your superiors need to make smart fundraising decisions. DonorPro CRM provides 9 built-in reports that you’ll need on a regular basis. All it takes is the click of button.

Cumulative Giving Report

This allows you to easily run a report based on the Giving Levels you have configured. Just as an example, if you have three Giving Levels, Platinum ($5,000), Gold($500), and Silver ($50), you’d easily be able to find out which donors were in each Giving Level and then make decisions on how to cultivate them.

Donor Detail Report

This contains summary information on each donor. All you do is select the dates and filter by campaign, appeal, fund, batch, or group, and out comes essentially a compilation of several reports into one easy to understand summary. This blog post will help you maximize donor acquisition by using funds, appeals and campaigns.

Finance Summary

Finance summary report contains information on the value of each campaign, appeal, fund, and gift that have not been assigned to a campaign or appeal. This comes in handy when your controller or CFO needs to reconcile statements at the end of each month.

LYBUNT

Similar in functionality to the donor detail report, the LYBUNT report allowed you to find donors who gave in the last calendar year, but unfortunately not this fiscal or calendar year, or within a custom date that you specify. This helps you identify the donors you weren’t able to retain, and hopefully then bring them back into the fold.

Pledge Summary

The pledge summary report contains information on pledges entered and provides projections based on your actual collection rate on those pledges.

SYBUNT

Some year, but unfortunately not this year. Just like the LYBUNT report, you’ll have the ability to specify the date ranges, and find out what donors have given at some point in the past, but haven’t donated in the last 12 months.

Solicitation

The Solicitation report allows you to quickly run a report based on on the Solicitor/Solicitee Relationship that you define in a constituent record allowing you to get insights into your charitable relationship managers’ performance.

Payment Type

Looking for insights into the amount of money raised via each payment type? This is your report. Credit Cards, Checks, Cash, etc… Find out what avenue is bringing in the most dollars. For more on payment processing with your donor management system, check out this article.

Pledge Reminder

Easily run a report based on outstanding or due pledge payments. You can even run a mail merge to send pledge reminder letters directly from the report.

Writing Custom Queries

Endless data points mean endless customization when it comes to writing queries in DonorPro’s donor database. That’s where the Advanced Query Wizard comes in hand. The Advanced Query Wizard is a tool for the user to create a spreadsheet of data. To get the data you want, you must determine two very important things:

1) Output fields: These are your column headers. It’s the definition of the data that you want.
2) Filter fields: This is the place where some users struggle. Essentially filtering  answers the question, “for whom do I want this data?” Filters control what goes in the rows of your spreadsheet.  

This is a great tool for getting insights on donor retention, average gift size, donors by location, and literally any other data point that you capture in your donor database.

 

Personal Demo

 

 

 

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