Donor Analytics & Fundraising Report Software

Sophisticated Campaign & Fundraising Analysis

  • Campaign Effectiveness Reports help you analyze your fundraising efforts by solicitation method and/or campaign. View Sample Reports
  • Donation Summaries and Analyses break down your donations by giving levels, fund designation, or other criteria that you set. View Sample Reports
  • Grant Tracking provides detailed reports to track grant requests, funding status, and critical dates so that no grants fall through the cracks. View Sample Reports
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Constituent Reporting

Constituent Reporting provides a gold mine of information to help you cultivate donations and retain donors. These reports can pull from all constituent-related transaction fields (donors, pledges, response rates, etc) and help identify trends among your constituents.

Constituent Reports include:

  • Five Year Giving Report
  • LYBUNT (donors who gave Last Year But Unfortunately Not This Year) Report
  • Comprehensive reports that summarize donor contact information, a five year giving summary, giving highlights, detailed gift and pledge history, listing of donor narrative notes, and selected other information and link relationships

View Sample Reports

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Dashboard Reports

DonorPerfect makes it easy to access the donor information you need most, updated in real time through dashboard reporting.

The DonorPerfect dashboard displays key fundraising metrics in one easy-to-view screen so you can:

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Report Center

The Report Center is home to all of your reports. This includes donors, volunteers, alumni or any other group of constituents you are tracking. It also includes pledges, gifts, recurring giving plans and all tracked transactions. You can filter, sort, and schedule reports as you see fit and mark favorite reports to pop up in a single click.

Reports are sorted by:

  • Listings
  • Financials
  • My Reports
  • Other Reports (includes charts, contacts, and membership reports)
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Custom Reports

DonorPerfect provides two custom report creators to meet your unique needs:

Easy Report Builder

Create basic reports with the Easy Report Builder. Simply name a report, add desired fields, and save it to a folder. Commonly used fields are automatically added to save time. Add editable filters, test reports’ output before completion, and make corrections as you need to.

See Easy Report Builder in action.

Smart Analytics™ Advanced Customer Report Writer

SmartAnalytics empowers you to make better decisions through straightforward tools to view, interpret, analyze and automatically share reports and fundraising infographic widgets. Create any type of custom report, graph or trend analyses and schedule it to be automatically sent to stakeholders every time it’s updated. This report writer is perfect for larger nonprofits with many detailed custom reporting needs.

Learn more about Smart Analytics™

Sidebar Reporting

Similar to search filters on travel websites, SideBar Reporting enables you to change conditions on the fly to quickly view new information. You can enter filter criteria, view reports, and refresh reports with new criteria directly from the report screen!

Learn about Sidebar Reporting.

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Report Hyperlinks

Quickly drill-down into report data using report hyperlinks. For example, you can view all gifts received in a single month, then delve into a particular solicitation, and break it down further to a specific donor and gift. Once you’ve selected all the data levels you’d like to display, a you can export and share this information with others through report hyperlinks.

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Export to All Popular Formats

Sharing and sending DonorPerfect reports is a breeze. Most reports can be easily exported as a Word document, Excel spreadsheet, PDF, or an HTML file.

Fundraising Reports in Excel, Word, PDF and HTML format
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