Navigating Fundraising Data: How Custom Reporting Can Help

Understanding your fundraising data set is integral to fundraising success. The right reporting helps you measure success and discover trends so that you can improve future campaigns. Being able to see at-a-glance what is working at your events or how an adjusted online form setup is driving increased donations helps you more effectively plan.  

Out-of-the-box reports are helpful in that they often cover the basics of what you need, but they are not timebound and the formatting is fixed. The often-required manual manipulation by your admin team wastes time and makes at-a-glance read-outs sometimes difficult.  

GiveSmart’s easy-to-set-up custom reporting in Donor CRM allows you to manipulate datasets, views, and timing so that you get the information you need, and only the information you need.  

Save Time with Automation 

With nine out of 10 employees reporting that they are burdened with mundane, repetitive tasks, your team is eager to save time where they can. They are wasting weeks a year! 

With GiveSmart’s custom reporting in Donor CRM, you can save your settings and pin them to the top of your dashboard for quick access. The setup makes it easy to create, save, and export your data. 

Give your qualified, smart development, events, and fundraising staff time back in their day to support your mission and to steward donors. Automating reporting brings in more revenue and is best for your teams and donors.  

Delight Your Donors (and Board!)

Custom reporting supports your team and donors best. Because you manage the set up to work for you, you see the data at-a-glance, exactly how you need to see it. From multi-select column reordering to custom field selection and user-set timeframes, your team has the opportunity to get the need-to-know in a moment.  

A better understanding of data allows you to make necessary improvements and helps with decision-making to find success and grow your organization. 

See What GiveSmart Can Do for You

At GiveSmart, we understand every nonprofit has different needs, so we’ve developed our Donor CRM in a way that will benefit your organization.  

Our fundraising management tools help you provide an engaging donor experience while using data to expand your reach. GiveSmart is equipped with numerous features and capabilities to help you improve your fundraising and grow your organization. 

If you want to see what GiveSmart’s Donor CRM can do for your organization, request a demo to see it in action.