About Fundraising/Analysis Reports

The Fundraising/Analysis reports provide information on fundraising efforts, as well as allows for analysis into users, entities, financial data, and more.

  • API Details: This report provides details from all records brought in via API.
  • API Statistics: This report provides data based on the API submissions made to your database.
  • Calendar Summary: This report provides a summary and breakdown of calendar events and recurring calendar events.
  • Communications Report: In the Communications Report, you can track how and when entities in the system have been contacted.
  • Communications Summary: The Communications Summary report allows you to see how many times each of the various communication types have been used.
  • Email Addresses: With this report, you can view which email addresses were added to the system.
  • Event: This report allows you to track details related to the Events you have created in your database.
  • Flags: This report allows you to view all records based on specific flags that have been added to the record.
  • Generated Report Logs: This report provides a list of times a user has generated a financial report.
  • Invalid Addresses Report: This report allows you to view the addresses in your database that are not considered valid based on Universal Geographic ID.
  • Key Statistics: This report will allow you to view important statistical information about your data, whether it’s broad like the amount of Individual records created in your database, or it’s specific to the amount of donations for a certain Election in your database.
  • Logins: This report displays the log in dates of users within the database.
  • Memberships Report: This report allows you to view all records associated with Memberships in your database.
  • Pledge Metrics: This report will allow you to view a multitude of data involving Pledge rates and amounts.
  • Pledges & Targets: If you have any Pledges or Targets in the system, this report will locate either or both and allow you to contact any entity that may not have fulfilled their pledge or met the target goal.
  • Reminders: This report provides information on the Reminders in the records within your database.
  • Target Metrics: This report provides numerous pieces of helpful target data for fundraising purposes.
  • Time Tracking: The Time Tracking System allows you to track staff and/or volunteers’ hours spent working on your campaign. Generate this report to view any Time Tracking found in records throughout your database.
  • User Activity Report: This report will provide data on various users and their creation and editing activity.

Use these links for more information on Financial reports or Compliance Tools reports.


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