Benchmark Status Report

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

Use this report to view a summary of important giving measurements, including average pledge and gift sizes, and the totals for your online giving program. Use this report to compare your database with the following statistics from other eTapestry customers.

Benchmark Statistics
Number of Donors

How many constituents made donations during the specified time period? Donations include gifts, recurring gifts, pledges, pledge payments, split gifts, and split pledges.

Number of Pledges Total number of pledges and split pledges with journal entry dates during the extracted time period.
Total Pledged Total amount pledged during the extracted time period.
Average Pledged Total Pledged divided by the Number of Pledges.
Number of Gifts Total number of gifts, recurring gifts and split gifts with journal entry dates during the extracted time period. A split gift that contains only pledge payment splits is excluded from the count of gifts.
Total Gifted Total gifted amount associated with the gifts, recurring gifts and split gifts with journal entry dates during the extracted time period.
Average Gift Total gifted divided by the number of gifts.
Total Raised The amount raised for all gifts and pledges with journal entry dates during the extracted time period.
Total Received Total amount received from gifts and payments with journal entry dates during the extracted time period.
Number of Online Gifts Total number of online gifts received during the extracted time period. An online gift is identified using the Data Source user-defined field.
Total Received from Online Gifts Total received from gifts and payments that are marked as online gifts during the extracted time period. An online gift is identified using the Data Source user-defined field.
Average Online Gift Total received from Online Gifts divided by the number of Online Gifts.

Note: In-kind donations, reversed transactions, and transactions with a value less than or equal to zero are excluded from these statistics.

  1. From Reports, click eTapestry Benchmark Reports.

  2. Under Benchmark Status Report, click a date range. The launch screen appears.

    Note: Most reports require you to select a query. However, benchmark reports always use the Base query category and the All Accounts query.

  3. Select which graphs to include.

    • Transaction Counts

    • Totals

    • Averagest

    Or select Hide Graphs to exclude all graphs.

  4. Select delivery options.

  5. Run the report.

  6. After you receive the report, you can adjust the display options.

    • To view a list of donors, the number of transactions each donor made, the total amount that each donor pledged, and the total amount you received from each donor, select a Period under My Organization.

    • To view details of the aggregate information provided, select a Period under Aggregate Data. The Aggregate Result Detail page appears. It shows a summary of fundraising information for each of organizations included in the aggregate.

    • To compare your organization to others of similar type, size, or location, use filters. The filter criteria tile appears under the aggregate information.

      You can filter based on a specific NTEE code, revenue range or country. You can select organizations in one or more states. You can also limit the list to organizations within up to 50 miles of a given US postal code.

      After you select filter criteria, click Filter Entries to apply the filters. The aggregate data is recalculated.

      Note: If the filter criteria results in an aggregate list of fewer than organizations, aggregate data does not appear. This ensures the confidentiality of the aggregate organizations.

  7. To use the report results off-line or to manipulate it in a spreadsheet program, such as Microsoft Excel, export it.

    • To export summary information from both side of the report into a single spreadsheet, select Export at the bottom of the main report results page.

    • To export only summary information about your organization, select Export at the bottom of the My Organization tile on the report. To include detail information in the export, first expand the tile to show detail information. When the tile is not expanded, only summary information is exported.

    • To export only aggregate information, select Export at the bottom of the Aggregate Data tile on the report. To include detail information in the export, first expand the tile to show detail information. When the tile is not expanded, only summary information is exported.