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

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