Tracking and Reporting

Our built-in reporting and tracking tools give you clarity and actionable insights into your data. Spend less time managing spreadsheets and more time focusing on your organization’s mission.

Clear, Usable Donor Data

Easily access the information that matters most to your organization. Our simplified dashboard gives you a precise overview of your latest transactions, donor and contact activity and past-due information on one screen so you can take immediate action.

Track your donors lifecycle – know their donor and giving history, communications preferences, what they support and their likelihood to give. Manage in-kind gifts and soft credit donations and view top donor, major donor and Index Score ranking.

Valuable, Built-In Reports

Our built-in reports provide you with a clear understanding of your data. Report on your donations, sponsors, sponsorships and new supporters. Customize your reports and save your templates so you can easily view the filtered data you need to see.

Generate mail merges to create flyers, emails or direct mail pieces directly from your reports or easily export your data into useable lists.

Key Features

Our Reports are robust and easy to use. We offer several reports and exports so you can quickly access the information you need at any given moment.

Donor Insights

Benefit from knowing key details on your donors using our Top Donor, Major Donor (Form 990 Prep), Index Score, Pledge Details, Soft Credit and In-Kind Report details.

We want you to have clear insight into your donors and their activities.

Contribution Statements

Generate, preview and email your tax statements to your donors quickly and easily. Obtain print-ready PDF statements and mailing labels for supporters without emails on file.

We want you and your donors to be able to access their giving statements at any time.

Custom Templates

Choose a default report template and filter the exact information you need. Generate, name and save the report as a template to use over and over again to save you time.

We want you to be able to obtain the reports you want and need quickly and easily.

What’s Included

Available Reports

  • Donation Details

  • Sponsors

  • Sponsorships

  • New Supporters

  • Recurring Donation Audit

  • Top Donors

  • Pledge Details

  • Major Donors (Form 990 Prep)

  • Soft Credit

  • REACH Index (current ranking)

Available Exports

  • Contribution Statements

  • Sponsors

  • Supporters

  • Sponsorships

  • Projects

  • Donations

  • Places

  • Campaigns

  • Conversations

  • All Data (for backup)