What Are Predefined Reports?

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Predefined Reports are an easy way to find out information about your donors or supporters on a regular basis.

You will find these under the reports tab of your charity account. 

 

Five key reports for your organisation are:

  • Donation Detail
  • Donor Cover
  • Remittance Advice and Transaction Reports
  • Fundraiser Summary
  • Event Summary

Donation Detail  provides information about your donors. This can be run for an event or with a date range, or both, for more specific information.

Donor Cover provides information about income generated from Donor Cover. This can be run for a particular campaign (event) or with a date range, or  both.

Remittance Advice and Transaction Reports  provide financial statement information about your fortnightly remittances.

Fundraiser Summary  reports can contain details about your fundraisers, including name, address, funds raised and team results among other fields.

Event Summary can be used to provide you with an overview of a particular event or by a date range, or both.  

There is also Custom Report builder which allows you to create bespoke reports:

  • Fundraising Page reports can contain details about your fundraisers, including name, address, funds raised and team results among other fields.
  • Donation reports on all donations, campaigns and appeals. Includes survey question answers and finance codes.
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