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.

Which Report Should I Use?

Which Report Should I Use?

There are three main reports within FundRaiser for viewing donor or donation data: Master, Donor, and Donation. Each of these reports contains separate pieces of information, though there is some overlap between the reports. Each report has a unique use.

The Master Report is one of the few reports where you can see information for non-donors in your database. The variations allow you to look at donor codes, donor addresses, or donor information including gifts.

The Donor Report is focused solely on the donors within your database. With the variations you’re able to view either a total of donations for a certain time period or see individual donations. In addition, you can add email addresses, home phones, or mailing addresses to the reports under certain variations.

Finally, the Donation Report shows more detailed information about donations, including more codes than the donor report does. It also has a summary report, which is a statistical breakdown of the donations during the timeframe for all codes, both donor and gift, as well as a “donation slip” that acts much the way a deposit slip does for a check register. It’s a handy summary document to transfer to an accountant or someone to match up with the donations.

There are other reports within FundRaiser, such as analysis and comparison reports. However, these three reports form the foundation of our reports and with them, you’re able to view quite a bit of information about not just your donors, but everyone within your database.

To learn more on this and related topics, sign up for one of our live webinar training classes or contact support at 800-543-4131 or This email address is being protected from spambots. You need JavaScript enabled to view it.

5 Main Steps of Data Entry Work Flow in FundRaiser...
Short Take: I need a list of names and addresses f...

Related Posts

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

Connect With Us

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

Customer Portal Login Form

   

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

 

  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