Excel Report Templates

Age Analysis

Use this template to break down constituent counts, revenue counts, and revenue amounts by the age of constituents.

Appeal Analysis

Use this template to break down constituent counts, revenue counts, and revenue amounts for your appeals.

Appeal Trend

Use this template to chart the amounts that appeals receive each week. You can use the chart to compare appeals.

Campaign Analysis

Use this template break down constituent counts, revenue counts, and revenue amounts for your campaigns.

Constituency Analysis

Use this template to break down constituent counts, revenue counts, and revenue amounts by constituencies. This template creates a chart to plot revenue amounts by constituency.

Demographic Analysis

Use this template to break down constituent counts, revenue counts, and revenue amounts by demographics such as ethnicity, religion, and income.

Designation Analysis

Use this template to break down constituent counts, revenue counts, and revenue amounts for your designations.

Education Analysis

Use this template to break down constituent counts, revenue counts, and revenue amounts by education information such as class year and study area.

Geographic Analysis

Use this template to break down constituent counts, revenue counts, and revenue amounts by geographic information for constituents.

Inbound Channel Analysis

Use this template to break down constituent counts, revenue counts, and revenue amounts by the source, or the inbound channel, of the revenue.

Membership

Use this template to chart changes in a constituent’s membership programs and membership levels. You can use the chart to track movement between membership programs and membership levels.

Membership Count

Use this template to break down membership counts over time by membership program and membership level.

Membership Renewal

Use this template to break down actions such as renewals, upgrades, and downgrades for membership transactions over time.

Membership Revenue

Use this template to break down the revenue generated by membership programs and members.

Package Performance

Use this template to break down packages in marketing efforts by quantity mailed, gifts, response rate, revenue, average revenue, revenue per piece, cost per piece, and net revenue per piece.

Pledge Performance

Use this template to break down pledge balances according to fiscal year. You can also break down late pledge payments by fiscal year.

Revenue Report

Use this template to break down marketing efforts by quantity mailed, gifts, response rate, revenue, average revenue, total cost, net revenue, return on investment, and cost per dollar raised.

Recurring Gift Performance

Use this template to break down recurring gifts by fiscal year.

Year over Year Analysis

Use this template to break down constituent counts, revenue counts, revenue amounts, and percent changes from fiscal year to fiscal year. This template creates a chart that plots revenue amount by fiscal year.