How to Generate Donor Reports Tailored for Specific Needs in CoolFocus
CoolFocus provides powerful reporting tools that allow you to analyze donor data using customizable parameters like time periods, minimum gift thresholds, and detailed year-over-year comparisons. Below is a comprehensive guide to help you maximize the use of these reporting features.
Step-by-Step Guidelines for Common Donor Reports
1. Gift Totals by Donor Report
The "Gift Totals by Donor" report provides detailed insights about donors who meet specific criteria within a chosen time frame. Here's how to use it:
Navigate to the "Reports" section and select "Gift Totals by Donor."
Specify the desired date range, such as a specific year or multiple years.
Apply a minimum gift threshold as needed. For example, you can set a threshold to only include donors who contributed over a certain amount.
Generate the report to view a summary of donors who meet your selected criteria.
This report is ideal for:
Analyzing donor activity over a custom time frame
Identifying higher-value donors based on a minimum contribution amount
2. Three-Year Giving Analysis Report
The "Three Year Giving Analysis" report is designed for comparing year-over-year donor patterns. Use this report to:
Access the "Reports" section and select "Three Year Giving Analysis."
Generate a summary showing donor contributions over the past three years.
For detailed individual donor data, supplement this with the "Gift Totals by Donor" report, running it separately for each desired year.
This report is particularly useful for:
Tracking donation trends over multiple years
Identifying consistent high-value donors
Tips for Filtering and Customizing Reports
Use date range and amount filters to tailor reports to your specific needs.
Combine reports for deeper insights. For example, pair "Gift Totals by Donor" with "Three-Year Giving Analysis" to drill down into detailed donor data while observing broader trends.
Save commonly used filters or parameters to streamline future reporting tasks.
Use an Advanced Search from your Donor List as a basis for any donor report that provides you with the option to use Advanced Search Results in the right menu panel. Once you select that option, you will choose Donors in the drop-down field, which will tell the report to run based on the Donor Advanced Search results you previously created.
By following the steps listed above and utilizing the customization options provided, you can efficiently generate donor reports to fit various requirements, helping you analyze trends and identify key donors in your organization.