Getting Started 106: Reports

Discover the many pre-built reports in DonorSnap: Donations Received, LYBUNT, Donation Strata, Comparative Reports, and more.

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Quick Recap

The trainer discussed the data cleanup services and various reports offered by DonorSnap, including customization options and the process of scheduling automatic email reports. She also provided an in-depth overview of different donation-related reports, reports for organizations managing pledges, and fundraising reports by campaign and appeal. Lastly, she introduced the DataMiner Platinum tool for creating custom reports and directed attendees to the help website for further assistance.

Summary

DonorSnap Standard Reports
The trainer explained that the webinar focused on the pre-built reports included in the DonorSnap program, not on DataMiner Platinum. The trainer demonstrated how to navigate the reports menu and explained the options available when running reports, using the ‘Donations Received’ report as an example, such as customizing the date range and contact types.

Donation Report Customization and Limitations
The trainer explained the functionality of the donation report in the system. She demonstrated how to customize the report, including selecting which fields to display and how to subtotal the data. She emphasized that the system provides a comprehensive set of fields in the Excel export. However, she also noted that the system cannot customize what goes out to Excel or remove the fields exported in the canned reports. She suggested that for more customization, users would need to build their own reports in DataMiner Platinum.

Automatic Email Reports for Efficiency
The trainer discussed the process of creating and scheduling automatic email reports for the board and the development director. She explained that these reports could be customized with a specific date range, such as the previous month, and then scheduled to be emailed on a regular basis, such as monthly. This would eliminate the need for manual report distribution and provide up-to-date information on various campaigns, such as the capital campaign. The trainer emphasized the efficiency and convenience of this automated system.

Donation Reports Overview and Usage
The trainer provided an in-depth overview of various donation-related reports available in their system. She explained the difference between ‘Donations Received’ and ‘Donations Received Summary’ reports. She also discussed the ‘Non-Giving’ report, which identifies donors who have not contributed to a specific campaign or event. The trainer further explained the ‘Lapsed Donor’ report, which shows donors who have given in the past but not recently. She also touched upon the ‘Contact Type Donation’ report, which categorizes donations by contact type, and the ‘Top Donors’ report, which lists the top 20 (or any number you want) donors within a specified timeframe. She suggested that the ‘Top Donors’ report is a useful tool for board members to monitor monthly donations.

Pledge Reports and Analysis Reports Overview
The trainer discussed the various reports available for organizations that manage pledges. She explained the importance of the pledge aging report, which shows the status of payments, and the forecasting report, which predicts future pledges. She also introduced the Fund Development analysis reports, which compare top donors and donations over time. The trainer emphasized that these reports are essential for budgeting and financial planning. She also mentioned the Periodic Comparison report, which allows for comparisons over more than two time periods.

Fundraising Reports and Strategies
The trainer discussed various reports related to fundraising by campaign and appeal. She highlighted the usefulness of these reports in understanding the average donation, total donations, and donor retention rates. She also demonstrated how to use the Pledge Report, which shows pledge-related information, and the Strata Report, which compares donations based on giving levels. Additionally, she explained the LYBUNT report for lapsed donors and the new donors report. These reports can be used to analyze and improve fundraising strategies.

Overview of Reports and DataMiner Platinum Tool
The trainer provided an extensive overview of the various reports available, including financial reports, volunteer reports, and duplicates check reports. She recommended the periodic use of the duplicates check report and introduced the DataMiner Platinum tool for creating custom reports. The trainer also directed attendees to the help website for further assistance.

Related Pages:

Getting Started 101: Introduction
Getting Started 102: Setup
Getting Started 103: Features
Getting Started 104: Acknowledgement Letters
Getting Started 105: Searching
Getting Started 107: Forms
Getting Started 108: Mass Entry
DataMiner Platinum Basics webinar