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?


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

Connect With Us

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

Customer Portal Login Form


The customer portal is unavailable. If you need support please reach out to Thank you.


  User Name:

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