Fundraising Reporting

To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's fundraising efforts. From Fundraising, Reporting, you can — at a glance — assess your overall performance and effectiveness.

To view a list of records included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

Note: Hang tight! It may take up to three hours for these metrics to update based on new or edited information. If no one at your organization has used the reports in over a month, the initial data refresh might take up to 24 hours.

Note: Admins! To enable people at your organization to gauge the overall fundraising efforts, you must first choose which security groups should access Analyze or Reporting, and which metrics. For information, see Reporting Rights.

Tip: To learn more, take the Basics of Reporting online training class from our Basics of Raiser’s Edge Learning Path.