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Accessing Pre-made Reports

To access all pre-made reports, click on "Reports" at the bottom of the left-hand side navigation.

Reports Navigation

This will take you to a page that includes a number of pre-configured reports.

Reports Choices

Out of Touch Donors

List all the donors you haven't interacted with during a given period (default 6 months).

Unthanked Donors

List all the donors you haven't sent a thank you to during a given poeriod (default 6 months).

Status Report

See a big picture overview of your finances, activities and interactions, and a breakdown of next week's tasks.

Interaction History

List all of your interactions with your contacts by title, note, type, contact name, and date.

Multiple Tasks/Interactions

Add the same task or interaction to more than one contact.

Fiscal year Giving By Donor

See a breakdown of each donor's giving by month, compared across two or more years.

Donors Behind on Giving

This report compares donors' pledges and gifts to create a list of donors who are behind on their pledged giving.

Gifts Report

See all gifts, and filter and sum them.

The Grid

"The Grid" is a power user report. Group, filter, and sort your contacts, and choose which fields you want to see for each--even with some computed financial fields as options.

Contact Map

See all of your contacts (those with addresses, at least) on a map.