Fundraising Analysis Report Results
The Fundraising Analysis Report opens with the name of the report (Campaign Analysis Report) and the date displayed at the upper left.
The report displays initially with the Chart and Initial Metric (coordinate value) selected when configuring the report. To help clarify areas that are small or difficult to read, move your mouse over the area to display pop-up text. If the report is in pie chart format, you can click the Bar Chart icon to switch to the bar chart view. If the report is in bar chart format, you can click the
Pie Chart icon to change to the pie chart.
You can easily choose other parameters to display on the chart by clicking the headings for the data you would like to view. For example, you can click the Donation Level heading (when present) and the Amount Received heading to see the Donation Level vs. the Amount Received plotted on the chart.
You can click the Add to My Reports link to create a shortcut to this report on the main Reports page to run this report in the future using the same configuration options.
You can also click the:
Save icon and link to store the report on your local computer or shared network resource as a GIF image file
Print icon and link to send the report to your standard Print application
Field | Description/Contents |
---|---|
First 3 columns when the Dimension is Analyze by Donation Form and Donation Level: | |
Campaign Name | Name of each Online Giving Campaign and Donation Classic Form that you have selected for the report. |
Donation Form | Can be expanded (by clicking on the heading) to show each Donation Form that is associated with each Campaign that you have included in the report. Note: Will display "No value" for Donation Classic Forms, since the form and the campaign are essentially the same in Donation Classic. |
Donation Level | Name of each Donation Level associated with the Donation Forms selected for the report Important: Will initially display the term all values and combine the totals from all levels into one total; however, clicking on the heading will change the display to give one record for each Level. |
First 2 columns when the Dimension is Analyze by Constituent Creation Date: | |
Creation Year | Year in which the Constituent Records were created |
Creation Month | Month the Constituent Records were created Important: Will initially display the term all values and combine the totals from all months into one total for each year; however, clicking on the heading will change the display to give one record for each month. |
First 2 columns when the Dimension is Analyze by Date of First Gift: | |
First Gift Year | Year the Constituents first donated |
First Gift Month | Month the Constituents first donated Important: Will initially display the term all values and combine the totals from all months into one total for each year; however, clicking on the heading will change the display to give one record for each month. |
First 4 columns when the Dimension is Analyze by Geography: | |
Country | Country associated with a group of donors |
State | State of residence associated with a group of donors Important: Will initially display the term all values and combine the totals from all states into one total for all states; however, clicking on the heading will change the display to give one record for each state. |
City | City of residence associated with a group of donors Important: Will initially display the term all values and combine the totals from all cities into one total for all cities; however, clicking on the heading will change the display to give one record for each city. |
Zip | Zip code associated with a group of donors Important: Will initially display the term all values and combine the totals from all zip codes into one total for all zip codes; however, clicking on the heading will change the display to give one record for each zip code |
First column when the Dimension is Analyze by Constituent Origin: | |
Origin Type | The type of activity that brought your donors to you; for example, donation, Full (TeamRaiser) registration, TeamRaiser Friend, TeamRaiser participant, Story Submission, Quick Registration, Prospect List, Forwarded Email |
First column when the Dimension is Analyze by Email Message: | |
Appeal Name | Name of the email campaign that generated the donations |
First column when the Dimension is Analyze by Premium Selected: | |
Premium Name | Name of the Premium associated with a group of donations Note: This version of the report includes a record called No Value that includes all donations not associated with a premium |
First column when the Dimension is Analyze by Online vs. Offline: | |
Creation Method | Offline (Admin entered or processed) or Online (donor processed) donations |
First 2 columns when the Dimension is Analyze by Donor Status: | |
Donor Status | First Time Donor, New Constituent, Previous Donor |
Donor Group | Will initially read All Values, combining all groups for each donor status; clicking the heading will show each group associated with each status, such as Direct or Indirect (made on behalf of someone) |
First 2 columns when the Dimension is Analyze by Advocacy Status | |
Advocacy Status | Non-Advocate or Advocate |
Advocacy Group | Will initially read All Values, combining all groups for each Advocacy Status; clicking the heading will expand the Advocate group and show those who have taken only one alert as a separate group from those who have taken 2-5 alerts. |
First 3 columns when the Dimension is Analyze by Source Code | |
Source Type | Useful to determine the origin of your donations; can contain any of the following values: Web Link with source code value, Tell-A-Friend, E-mail (original), E-mail (forwarded), eCard, Other |
Source Code | Value related to the Source Type; can contain any of the following values: the value passed in as the s_src argument, the forwarding user’s name, the name of the email message, the name of the eCard campaign |
SubSource Code | Value related to the Source Type and the Source Code; examples include: the value passed in as the s_subsrc argument, the URL of the link, the name of the Stationery Layout |
These columns are present for all reports: | |
Number of Gifts | Number of gifts received for the category displayed at the left |
Gift Amount | Total amount received (in currency) for the category displayed at the left |
Value of Goods | The value of any goods associated with the category displayed at the left; will include any value of goods that you have associated with a donation level, but will not include the value of any premiums associated with the donations |
Net Gift Amount | The total gift amount minus the value of any goods supplied the amount subtracted includes both the value of goods associated with the giving levels plus the value of any premiums associated with your donations |
Amount Received | Should match the Gift Amount unless you are using Pledges |
Amount Outstanding | Should be $0.0 unless you are using pledges |
Average Gift | Average gift for the category displayed at the left (for example, the average gift associated with a certain campaign or the average gift associated with a certain city or state); calculated by dividing the Gift Amount by the Number of Gifts |
Largest Gift | Largest gift for the category displayed at the left (for example, the largest gift associated with a certain campaign or the largest gift associated with a certain city or state) |