The Raiser's Edge Reports
Fiscal Year Comparison By Fund Custom Report
Compares snapshot of last year to this year, including the Variance and % Variance.
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Constituency Comparison MTD-YTD Custom Report
Comparing data between two periods is important. How were you performing last year at the same time time? How were you performing during the same month of last year? Now you can see it in one snapshot! This Month-to-Date/Year-To-Date report can be used to compare Donor count and Gift data by Constituency, or possibly another data type. Time needed to edit this report for a different value may vary.
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Pledge Summary by Fund Custom Report
No matter when the pledge was made, this Pledge Summary report will list prior period and current period breakdowns of Cash, Pledge Pays, and Write-offs. Gives pledge balance as of the end of the current period.
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Relationship Custom Report
Need a report that lists relatives, solicitors and business relationships? The Relationship Custom report will display spouse relationships, child relationships, and can be modified to display organisation relationships. A query can be selected to display the desired records.
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Phone Directory Custom Report
Need a simple list of a query of constituents with their phone contact information? This Phone Directory will display constituent name and phone numbers based on a query.
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Solicitor Performance Custom Report
The Solicitor Performance Report tracks the performance of your solicitors over a period of three years. The detail report includes constituents assigned to the solicitor, the amount donated by each assigned constituent, goal amounts for each solicitor, and the total amount generated per solicitor.
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Donors in Multiple Years Custom Report
Do you run the Consecutive Years Report to determine appeal targets, giving circles, or special recognition? Do you worry about leaving out Suzie, who has been loyal for nine of the last 10 years, but missed a year due to an illness? Now you can worry less. The Donors in Multiple Years Report is a simple way to report on constituents who gave in multiple years during a pre-defined period. For example, you can find folks who gave in any three years between 2005 and 2009, save them to an output query and send out an appeal customized to that group. It has filters for gift type, campaign, fund and appeal, so you can effortlessly pull constituents who pledged at the phone-a-thon in four of the last seven years.
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