FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Reports Vs. Groupings: What's The Difference?

66

One of the most common questions that customers ask is: what’s the difference between a report and a grouping? When someone needs a list of people, for example like a specialized mailing list for donors, they talk about needing a “report” of those donors. A lot of the difference between reports and groupings is simply a matter of terminology, so let’s break that down within FundRaiser Software.

A report is a list of people who match certain criteria. Within FundRaiser reports can be printed, exported to Excel or other formats, or simply previewed on the screen. The report is static and cannot be used with other functions. It’s simply a list for review.

Common uses of reports include reviewing information or sending donor details to others such as to board members. They allow you to count the number of donors, or gifts, within the list, as well as obtain other analytical and statistical information depending on what report you run. Reports are used for analyzing and reviewing information.

A grouping, on the other hand, contains a list of people in the database who meet certain criteria. Once the grouping is made it can then be used to export into a CSV of names and addresses to send to an outside mailing vendor, to create a report, or to produce a mailing. Groupings are much more flexible than reports and are a great way to maintain lists of individuals and organizations that you’ll use repeatedly.

When determining whether to use a grouping or a report, decide if the information is something you’ll want to use again. If so, then creating a grouping will be the most efficient way of keeping this list of people so you can utilize it in various parts of the program. If it’s just a single report, or single list of people, then most likely a report is what you’re looking for.

If you have questions about when to use a report instead of a grouping, or vice versa, please feel free to reach out to our support team.

To learn more about FundRaiser and its features register for a tour or if you are already a FundRaiser user, contact FundRaiser Technical Support at Support@FundRaiserSoftware.com or 800-543-4131.

The Season for Thanks - a note from our CEO
What can a new account analysis report tell you?

Related Posts

Wait a minute, while we are rendering the calendar
donor loyalty donor source Thank You publicity materials user spotlights lapsed donor FundRaiser Hosted gift entry donor retention rate Company culture arts ticketsales tribute gifts donor preferences Crowdfunding Campaign raffle password protection user interface how to handle auction gifts nonprofit fundraising membership programs campaign Facebook appeal letters National Change of Address letter brick campaign annual campaign fundraising letters endowment campaign merge notes giving history charity golf tournaments online donations Constant Contact donation history Groupings security advanced tab repeat donors animal rescue correspondance add ons announcements memorial giving PayPal follow up overview vacation Facebook campaign building donor relationships holiday letters relationship tracking word processor FundRaiser Spark operating systems mailing #GivingTuesday tech tip disaster relief SYBUNTS adding personal notes to letters donor profile gift acceptance policy updates passwords product news new nonprofit general donor retention prospects donor attrition rate annual maintenance plan budget customer service support data analysis segmenting donors operational costs case study customer portal motivation code capital campaign increasing giving amounts merge fields donor targeting In-Kind gifts welcome packet New Year motivation donor attrition in honor of donations personalizing letters thank you letters Personalizing community broadcasting direct mail foundations community arts nonprofits monthly giving Resiliency membersip benefits planned giving premiums donor slip Task List campaign management development director Tickles training tip new version anonymous donors entering auction gifts End of Year Letters volunteers office auction donor advised funds LYBUNTS Alternative Addresses NCOA processing Volunteer module fundraising government grants data conversion giving levels event management gift notes field understanding giving trends Reminders importing csv Network for Good new donors flash sales on site training donor prospects online donations accounting software change of address updating pledges donor relations correspondence spare fields salutation corporate sponsors the Ask training custom page Donor Portal holiday planning volunteering major donors solicitors new features grassroots campaign GivingTuesday FundRaiser Basic reports grants donor contact information social media Cloud donor email Thanksgiving banquet letter templates phoning donors ticket sales donor recognition features backing up data Excel membership benefits data entry look and feel spreadsheets how-to videos community supported gardens alumni upgrading donors moves management pictures legacy giving Importing Data technical support holiday giving major gift prospects mode code Reporting to IRS new leadership tax summary letters Codes donor engagement mission driven recurring gifts small donations role of nonprofits texting donors GoFundMe project large donations Snow Birds communications upgrade ROI appeal Congratulations happiness targeted mailings board members transparency

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password