SmartAnalytics
CREATE AND AUTOMATE INSIGHTFUL REPORTS THAT INFORM

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Turn your DonorPerfect data into clear, insightful reports that make fundraising trends easy to understand and act on. SmartAnalytics goes beyond basic reporting, helping you track progress toward your goals and deliver timely, presentation-ready charts, graphs, and gauges to key stakeholders. Choose from templates or design your own. By automating delivery and focusing on your most important metrics, your team stays informed—without adding to your workload.
SmartAnalytics benefits and features
Do more with your data
- Choose from a variety of ready-made templates
- Design and edit your own reports, graphs, and gauges
- Decide what data goes into your reports, including calculations and formulas
- Customize your report format, colors, and layout
- Visualize trends to spot patterns and track performance
- Group and sort results for easier review and analysis
- Export reports as Excel, PDF, RTF, or CSV files
Make informed fundraising decisions
- Focus on the metrics that matter most to your organization
- Share current, presentation-ready data with stakeholders
- Save time by scheduling reports to generate and email automatically
- Make confident, data-driven decisions using clear visuals
- Keep teams aligned with consistent, easy-to-read insights
- Increase transparency through current, shareable data
- Receive introductory training to get you started
Using DonorPerfect allows me to use my time more strategically, which is already paying big dividends. And my board loves the financial reports I can pull. I turn them into PDF files and email them – all within DonorPerfect.
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