How can I create and share custom reports?

DonorPerfect offers a range of tools, including the Custom Report Builder and SmartAnalytics, to create, edit, and share your own reports. You can build custom reports, graphs, and trend analyses and automatically share them with stakeholders each time they’re updated. You can also customize report formats, colors, margins, and sizes, making it easy to present your data in a professional and visually appealing way.

Can DonorPerfect help me save time on reporting?

Absolutely. DonorPerfect’s tools save time by automating report creation and sharing. In addition to 70+ standard nonprofit reports and unlimited customizable filters, the SmartAnalytics feature allows you to schedule reports to be emailed automatically to stakeholders at regular intervals, ensuring they always receive the most up-to-date information without requiring manual effort.

How does DonorPerfect improve decision-making?

With the SmartAnalytics feature, nonprofits can measure and analyze custom metrics, identify trends, and share real-time data updates with stakeholders. These insights help organizations make informed decisions that align with their strategic goals. DonorPerfect user Michelle Hinson, of the Institute for Public Relations, says, “Using DonorPerfect allows me to use my time more strategically, which is already paying big dividends for the Institute. And my board loves the financial reports I can pull. I turn them into PDF files and email them— all done within DonorPerfect.”

Donor Analytics & Fundraising Report Software

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Create simple, sophisticated reports

Turn your fundraising system into a donor engagement goldmine with flexible reporting tools that sift through your system in seconds. Identify trends and retain relationships using features that match your comfort level—from standard reports to custom calculations. Filter any report to find the details you need, then use automation features to share information and schedule follow-ups!

Analyze your fundraising efforts by solicitation method or campaign
Break down donations by giving level, fund designation, and more
Track grant requests, funding status, and critical dates in great detail
Summarize donor information, giving history, and engagement notes
Automatically assign follow-up tasks based on your report findings
Assign expenses to your fundraising initiatives to optimize spending

Key features

REPORT AUTOMATION

Schedule your favorite reports to automatically send updates to your board and team members at your preferred frequency.

CUSTOM FILTERING

Filter any report to highlight the data you need! Drill down by date, campaign, solicitation method, individual donor history, and more.

REPORT CENTER

House all standard and custom reports, including donor retention, multi-year trends, solicitation and campaign analyses, and assigned tasks.

EASY REPORT BUILDER

Simply name your report, add custom fields, and save! Commonly used fields are automatically included to save you time, but you can add editable filters, test outcomes, and make corrections as needed!

REPORT WRITER

Perfect for growing nonprofits with detailed reporting needs, SmartAnalytics Report Writer delivers straightforward tools to view, interpret, and analyze reports, including custom graphs and trend analyses.

EXPORT FORMATS

Easily export your reports as a Word document, Excel spreadsheet, PDF, or HTML file.

Create your own fundraising dashboard

DonorPerfect Dashboard featuring, goals, to dos and constant contact included

Start your day with everything you need! DonorPerfect dashboards are tailored to your daily tasks, from outreach to reporting. As soon as you log in, you can see your upcoming assignments, check on key performance indicators, reconcile incomplete payments, and monitor goal progress.

Reconcile payments, tasks, and scheduled reminders
Set and track fundraising goals by month, year, or quarter
Detail your goal with text, images, and hyperlinks
Download graphs to share your vision with your board
Track growth in giving, average gift amount, and donor lifetime value
View donor retention, including lapsed and reactivated donors
Monitor your monthly giving retention and conversion rates

Dive deep into your constituent database

example major donor found with a DonorSearch Wealth Screening

In addition to the standard features listed below, DonorPerfect can enhance your existing data with donor attributes related to wealth, interests, education, and demographics! These predictive analytics empower you to identify major donors and see who’s ready to give!

Segment solicitations, e.g. email donors within 50 miles of your zip code
Analyze results, e.g. compare this year’s annual appeal with last year’s
Make mass updates, e.g. flag all records with a blank email address
Filter search results, e.g. find the donor who gave $1,000 at your gala
Set specific alerts, e.g. email your director about gifts over $5,000
Modify donor records, e.g. always display total volunteer hours

Boost your skills with best practices

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Hear from happy DonorPerfect users

My personal favorite thing about DonorPerfect is the wide range of customization that is available for data fields. Tied into that, reports are easy to run and can produce a lot of great data if you use your filters and export templates well.”

– Kathryn H.

DonorPerfect has streamlined so much of the donor tracking work. I use it nearly every day, even if it’s to answer a question about a single donor. It tracks as much or as little information as you want.”

– Heather W.

DonorPerfect scheduled reports give me post-purchase euphoria.”

– Jennifer C.

Frequently Asked Questions

See how DonorPerfect can help your nonprofit grow

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