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

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