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Report Center · Create Charts/Graphs 100% Control over fonts, field placement, size, and...

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Report Center Create the reports you need. How you want them, whenever you need them - all from one place. It’s that easy with DonorPerfect’s Report Center. Keep everything in one place. Acting as a central hub for all-things reporting, Report Center enables you to access the information you need with ease by organizing all reports within a single dashboard. Report Center stores all of your critical data right at your fingertips. Report Center features: Favorite Reports: Add your most frequently used reports to your Favorites so you can get to them in seconds. Quick Filtering: Using the sidebar filter, you can report on data by date range, gift amount, and any other criteria you choose. Easy Report Builder: Creating your own reports is easier than ever through a simple process that takes the complexity out of customization. Scheduled Easy Reports: Schedule your custom report in Report Center, and it will be automatically sent to key stakeholders. “The fact that everything for report building is in one place makes the entire process MUCH easier.” - Sarah, Global Teams Create hassle-free custom reports with Easy Report Builder. Located in DonorPerfect’s Report Center, Easy Report Builder enables you to easily create, edit, and organize custom reports. Simply choose the report type you’re looking for and drag and drop desired fields to tailor it to your unique needs. Custom reports are automatically stored in the Report Center where they can be filtered, favorited, and sent to stakeholders.
Transcript
Page 1: Report Center · Create Charts/Graphs 100% Control over fonts, field placement, size, and formatting Create Custom Calculations Create Dashboard Widgets/KPIs Compare DonorPerfect’s

Report CenterCreate the reports you need. How you want them, whenever you need them - all from one place.

It’s that easy with DonorPerfect’s Report Center.

Keep everything in one place.Acting as a central hub for all-things reporting, Report Center enables you to access the information you need with ease by organizing all reports within a single dashboard. Report Center stores all of your critical data right at your fingertips.

Report Center features:

Favorite Reports: Add your most frequently used reports to your Favorites so you can get to them in seconds. Quick Filtering: Using the sidebar filter, you can report on data by date range, gift amount, and any other criteria you choose. Easy Report Builder: Creating your own reports is easier than ever through a simple process that takes the complexity out of customization.Scheduled Easy Reports: Schedule your custom report in Report Center, and it will be automatically sent to key stakeholders.

“The fact that everything for report building is in one place makes the entire process MUCH easier.” - Sarah, Global Teams

Create hassle-free custom reports with Easy Report Builder.Located in DonorPerfect’s Report Center, Easy Report Builder enables you to easily create, edit, and organize custom reports. Simply choose the report type you’re looking for and drag and drop desired fields to tailor it to your unique needs.

Custom reports are automatically stored in the Report Center where they can be filtered, favorited, and sent to stakeholders.

Page 2: Report Center · Create Charts/Graphs 100% Control over fonts, field placement, size, and formatting Create Custom Calculations Create Dashboard Widgets/KPIs Compare DonorPerfect’s

Keep everything in one place.Acting as a central hub for all-things reporting, Report Center enables you to access the information you need with ease by organizing all reports within a single dashboard. Report Center stores all of your critical data right at your fingertips.

Report Center features:

Favorite Reports: Add your most frequently used reports to your Favorites so you can get to them in seconds. Quick Filtering: Using the sidebar filter, you can report on data by date range, gift amount, and any other criteria you choose. Easy Report Builder: Creating your own reports is easier than ever through a simple process that takes the complexity out of customization.Scheduled Easy Reports: Schedule your custom report in Report Center, and it will be automatically sent to key stakeholders.

“The fact that everything for report building is in one place makes the entire process MUCH easier.” - Sarah, Global Teams

Create hassle-free custom reports with Easy Report Builder.Located in DonorPerfect’s Report Center, Easy Report Builder enables you to easily create, edit, and organize custom reports. Simply choose the report type you’re looking for and drag and drop desired fields to tailor it to your unique needs.

Custom reports are automatically stored in the Report Center where they can be filtered, favorited, and sent to stakeholders.

“I had to do two reports on Friday and I couldn’t believe how fast and easy the process was. I was able to get my reports done a lot faster than before. Easy Report Builder is very user friendly. Right now, I would give it a 10 out of 10.”

- Debbie, CITA Rescue Mission

Schedule report-sharing with key stakeholders.Schedule an Easy Report in seconds from the Report Center. Sharing can be instant, as needed, or you can set reports to be shared automatically on a recurring basis.

Recipients of scheduled Easy Reports can instantly access information without having to log in to DonorPerfect. Note that the number of scheduled Easy Reports will vary among subscriptions.

Need even more customization?Learn about our complete custom reporting and dashboard solution, SmartAnalytics.

With SmartAnalytics, you can:

Have 100% creative control over fields, fonts, formatting, and graphics.Include custom formulas, including conditional formatting.Create 23 different types of graphs (pie charts, bar, linear, etc.).Create custom widgets to reflect your organization’s Key Performance Indicators (KPIs).And much more!

Contact your account representative to learn more.

Report Center

Standard

Reports

Easy R

eport Build

er

SmartAnaly

tics

View and Print

Apply Filter Criteria

Export to Excel/Word

Store in Favorites Folder

Control User Access

Add Custom Fields

Send via Email

Add Groupings/Sorting

Schedule Reports in the future

Create Charts/Graphs

100% Control over fonts, field placement, size, and formatting

Create Custom Calculations

Create Dashboard Widgets/KPIs

Compare DonorPerfect’s Reporting Tools

Learn more about Report CenterDonorPerfect is the only fundraising CRM that offers this level of ease and flexibility for your

reporting needs at an affordable price. To learn more, call 800-220-8111.


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