[Donor Management System] Reports Overview & Available Reports

The Reports Tab contains a list of ContributionContact, Activity, and Opportunity Reports that can be used to understand key insights about the Contacts and Contributions in your DMS.


Reports Overview

Each Report is represented by a row and contains:

  • The name of the Report, (e.g. Contribution History by Campaign (Summary)),
  • A description of the Report,
  • And the option to run the Report by selecting View Results.

To run any Report, select View Results in the row of the Report you wish to access:


Contribution Reports

Campaign Reports

Campaign Reports provide insight into the progress and outcomes of your fundraising Campaigns. Campaign Reports are useful if you are interested in knowing how the specific initiatives you are using to raise money are performing.

Contribution History by Campaign (Summary)

  • Provides a summary of the total amount raised and the total number of Contributions in each Campaign.
  • It can be filtered by one or more Campaigns to give you a snapshot of how much money has been raised in any Campaign within any time period.

Contribution History by Campaign (Monthly)

  • Provides a summary of the total amount raised in each Campaign by month.
  • See a monthly comparison of one or more Campaigns.

Contribution History by Campaign (Yearly)

  • Provides a summary of the total amount raised in each Campaign sorted by year.
  • Shows a yearly comparison of one or more Campaigns.

Contribution History by Campaign (Detailed)

  • Provides detailed information on each Contribution that has been made to each Campaign including the Name of the Contact who made the Contribution.
  • Understand the value of Contributions to each Campaign and which Campaigns your specific Contacts are donating towards.

Fund Reports

Fund Reports provide insight into how much of the money you have raised has been allocated to the specific Funds you have configured in your DMS. Fund Reports will enable you to track what can be spent on various initiatives.

Contribution History by Fund (Summary)

  • Provides a summary of the total amount and the total number of Contributions allocated to each Fund.
  • It can be filtered by one or more Funds to give you a snapshot of how much money has been allocated to any Fund within any time period.

Contribution History by Campaign (Monthly)

  • Provides a summary of the total amount that has been allocated to each Fund by month.
  • See a monthly comparison of one or more Funds.

Contribution History by Campaign (Yearly)

  • Provides a summary of the total amount that has been allocated to each Fund by year.
  • See a monthly comparison of one or more years.

Contribution History by Fund (Detailed)

  • Provides detailed information on each Contribution that has been allocated to each Fund including the name of the Contact who made the Contribution.
  • Understand the value of Contributions to each Fund and which Funds your specific Contacts are contributing towards.

Campaign Group Reports

Campaign Group Reports provide insight into how your overall fundraising program is performing at a higher level than Campaign Reports. Since Campaign Groups technically ‘group’ Campaigns together, Campaign Group Reports aggregate all Contributions to Campaigns to provide this high-level overview.

Contribution History by Campaign Group (Summary)

  • Provides a summary Report of the total number and total amount raised by Campaign Group.
  • Provides insight into the overall performance of your fundraising program by aggregating Contribution totals by Campaign Groups.

Contribution History by Campaign Group (Detailed)

  • Provides detailed information on each Contribution that makes up each Campaign Group including the Name of the Contact who made the Contribution.
  • It highlights the Campaign Group Start Date next to each Campaign Name.

GL Account Reports

GL Account Reports provide insight into how much of the money you have raised has been allocated to the specific GL Accounts you have configured in your DMS.

Contribution History by GL Account (Summary)

  • Provides a summary of the total amount of Contributions in each GL Account.
  • Assist in reconciling the Contributions in your DMS with your accounting software.

Contribution History by GL Account (Detailed)

  • Provides a detailed overview of each Contribution in your DMS with their financial account information like GL Code, GL Account Name and Account Type (Revenue, Expenses, etc.)
  • It can be used to reconcile your DMS with your accounting software.

Receipts Report

  • The Receipts Report provides a full list of all Contributions that have been issued a Tax Receipt, the Name of the Contact, the amount of the Contribution and the Tax Receipt Number.
  • It can be filtered by Source to identify which Contributions have been receipted directly through the DMS or receipted outside of the DMS such as CanadaHelps or other third party sources.

Other Reports

There are additional Reports that can be used to provide further insights into the data in your DMS. These include the following:

Contribution History by CH Fund (Summary)

  • Summary of the total number of Contributions and total amount generated through Contributions to CanadaHelps Funds (CH Funds).
  • Evaluate which CH Funds are most active on your CanadaHelps.org Charity Profile.

Contribution History by Source (Summary)

  • Summary of the total number of Contributions and the total amount generated through Contribution Source such as CanadaHelps or other sources like manual data entry or historic imports.
  • Source is an important metric to evaluate and know where your Contributions are coming from. It can be useful to run this Report to evaluate your revenue sources over time.

Contact Reports

Contact Report (Detailed)

The Contact Report provides a full list of all of your Contacts in your DMS, including their contact information, communication preferences and a summary of past Contributions.

Relationship Report 

  • A report outlining the relationship between Contact A and Contact B.

Activity Report

  • A list of all Activities you’ve recorded in your contacts, displaying Activity Type, Date, and Status.

Note: This report does not contain Contribution information for each contact.


 

Opportunity Reports

Opportunity Report

The Opportunity Report lists all active opportunities you have set in your DMS including Gifts in Kind, Donations, Grants and more.

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