Benchmark Reports

Note: Don't see this report? Benchmark reports are only viewable for admin users.

To participate, access your organization's account and click Personas. Under Other Demographic Information, select Opt in to Benchmark. When you opt in, eTapestry stores summary information about your organization for the current year, previous year, and six quarterly periods. These include the current quarter and the five previous quarters. For each subsequent quarter and year, eTapestry stores more summary information from your organization. Your organization's summary information is aggregated with other participating organizations for use in benchmark reports.

Details about transactions, such as donor names and addresses, are never stored for use in benchmark reports.

Tip: If you change your data after eTapestry collects information for a given period, the aggregated results may not reflect your updates. For example, if you enter a gift in 2013 and delete the gift on February 15, 2014, then the gift will still be used in the 2013 aggregates. Likewise, if a gift originally has a date of December 5, 2013 but you edit the gift on February 2014 so that its new date is January 5, 2014, then the gift is still used in aggregates for 2013. This is because eTapestry stopped refreshing 2013 data at the end of January 2014.