Fundraising Reporting

To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's fundraising efforts. From Fundraising, Reporting, you can — at a glance — assess your overall performance and effectiveness.

Under Overview, you can quickly gauge how well your organization acquires donors and gifts, completes actions and opportunities, raises money toward campaigns and funds, and much more. For more information, see Fundraising Analysis Overview.

Under Campaigns, you can analyze your organization's effectiveness toward its overall fundraising efforts and initiatives. For more information, see Campaigns Analysis.

Under Funds, you can analyze your organization's fundraising toward specific causes and purposes. For more information, see Funds Analysis.

Under Appeals, you can analyze your organization's fundraising through solicitations. For more information, see Appeals Analysis.

Under Acquisition, you can analyze donors who gave a gift of any type for the first time — or again, after more than five years since their previous gift — during the current fiscal year, as well as their cash-in-hand giving, compared to donors and revenue acquired during the previous year. For more information, see Donor Acquisition Analysis.

Under Retention, you can analyze constituents who gave gifts of any type during both the current and previous fiscal years and their cash-in-hand giving, compared to similar donors and giving from the previous year. For more information, see Donor Retention Analysis.

Under Recapture, you can analyze constituents who gave during the current fiscal year after more than 15 months since their previous gift within the past five years, For more information, see Donor Recapture Analysis.

Under Opportunities, you can analyze the performance of your organization's efforts to cultivate prospects and major gifts. For more information, see Opportunities Analysis.

Under Actions, you can analyze the effectiveness of your fundraisers' interactions and tasks to cultivate their relationships with constituents. For more information, see Actions Analysis.

Under Benchmarking, you can compare your organization's fundraising effectiveness to others using Raiser's Edge NXT. For more information, see Fundraising Benchmarks.

To view a list of records included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

Note: Hang tight! It may take up to three hours for these metrics to update based on new or edited information. If no one at your organization has used the reports in over a month, the initial data refresh might take up to 24 hours.

Note: Admins! To enable people at your organization to gauge the overall fundraising efforts, you must first choose which security groups should access Analyze or Reporting, and which metrics. For information, see Reporting Rights.

Tip: To learn more, take the Basics of Reporting online training class from our Basics of Raiser’s Edge Learning Path.