Report Writer: Fundraising Reports

Donors by Location (ExpressView)

ExpressView report showing donors by country and state/province.

Fund Performance Analysis

Comprehensive summary of Fund results and statistics for a specified date range. Provides a snapshot of each Fund with a summary of number of donors, number of gifts, and amount for Gifts and Pledges separately.

Fundraising Dashboard

Displays information such as, amount of funds raised, amount of donations, number of donors, average amount of donation, donations by fund, donations by campaign, and donations over time. Use the drop-down in the top-right to change the year.

Gift Confirmation Report

Provides details for each Gift from Fundraising, Events, and Dues, grouped by donor.

Gift Item Performance Analysis

Comprehensive summary of gift item results and statistics for a specified date range. Provides a snapshot of each gift item with a summary of number of donors, number of gifts, and amount for gifts and pledges separately. Split gifts created in iMIS Desktop are not included

Gift Totals by Receiptability and Payment Method

Total gift amounts for the specified date range with Fair Market Value and Eligible Amount for Receiptable and Non-Receiptable gifts, broken out by payment method. Gifts with voided receipts are excluded. Optionally filter by one or more payment methods, or by Individuals or Organizations. This report can be used to report on total gift amounts for tax reporting purposes, with the ability to break out the totals by receiptable vs. non-receiptable gifts, In Kind vs. non-In Kind gifts, and gifts by Individuals vs. Organizations.

Gifts by Fund (ExpressView)

ExpressView report showing gift amounts by fund for the current year.

LYBUNT

Lists donors who made donations (including charitable dues and event functions) during a given time frame but have not given since that time frame (“Last Year But Not This Year”). Includes information about the last gift, and the total count and amount of lifetime gifts.

Memorial Tributes with Notify Contact

Lists gifts which are given as a tribute to someone, including the tribute type, honoree, message and notify contact. Can be filtered by gift date or amount, donor, honoree or notify contact.

Pledge Income Forecast

Provides a summary of all pledge amounts, total amount paid, and the total outstanding balance for each donor, as well as the amount of expected pledge payments broken into each year.

Source Code Performance Analysis

Comprehensive summary of source code results and statistics. Provides a snapshot of each source code with a summary of number of donors, number of gifts, and amount for Gifts and Pledges separately.

SYBUNT

Lists donors who made donations “Some Year But Unfortunately Not This Year”. Donors will be included if their last gift was more than two years prior to the run date of the report (based on calendar year; fiscal year is not taken into consideration).

Top Donors

Prints a list of the top donors based on their gift amounts (including pledge payments) for the specified date range. User can select the number of donors to return, up to a maximum of 100 donors. This list can be filtered by donors only or organizations only.

Yearly Giving Comparison

Prints a grid of gift and pledge counts and totals for the current year and the preceding four calendar years. Categorized by New Donors (the year the donor made their first contribution), Established Donors, and Total.

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Note

This report is resource-intensive, resulting in slow loading times. We recommend using the SRSS version of the Yearly Giving Comparison report as a faster alternative.