Fundraising Report Center Overview

We’re here at DonorPerfect. We’re always looking for ways to help you streamline important tasks and save time. The DonorPerfect Report Center brings all standard and custom reports together in one place, making them easier to organize, search and Read More

We’re here at DonorPerfect. We’re always looking for ways to help you streamline important tasks and save time. The DonorPerfect Report Center brings all standard and custom reports together in one place, making them easier to organize, search and run. Log into DonorPerfect. navigate to Reports and select the Report Center. Standard Reports can be found in the financial listings and other reports folders. Your custom reports, including those you create using the new EZ report builder can be found in the My Reports folder. Quickly find a specific report by using the search bar or the arrows above each column to sort. If you use certain reports more often click the star icon to add them as favorites. All starred reports will be added to the Favorites tab for easy access. To run a standard report, simply click the Open button. For custom reports. You have the ability to open Edit, Copy or delete them from the report Actions column. If the standard reports don’t give you exactly the information you need. Add a new custom report from any screen in the Report Center by selecting the Add New easy Report button. This takes you to our EZ Report Builder. Learn more about this exciting feature in our next video.