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.
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.
Recurring Donation Audit
Major Donors (Form 990 Prep)
REACH Index (current ranking)
All Data (for backup)