Reporting

You can create contributions and pledges, manage existing records, conduct robust searches, and take bulk action on the results; but how do you translate the wealth of data in the system into a meaningful report for organization leadership? How do you turn raw data into a story that tells people where the organization is and where it is headed? In this section, we will translate some of the search tools described above into meaningful examples of how you might use them to extract important statistics and report summaries.

Counting prospects with Advanced Search

When trying to determine the number of prospects for different segments, you need to make sure to count contacts rather contributions. For example, if you want to find the number of people who have given a donation between $100 and $500, you would not use Contributions | Find Contributions or Search | Find Contributions because it may return duplicate contact records if the contact has given more than one donation within that...