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EveryAction Webinar: Creating a Donation Report for Fundraising Insights
Instructor: Rachel Moody
Spaces left: 99
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Understanding the impact of your fundraising efforts is key to making informed decisions. This course shows you how to use EveryAction’s reporting tools to create custom donation reports, track performance, and deliver insights with ease.

To complete this course, you must:
  • Watch the training video OR
  • Register for and attend the live training with Q&A OR
  • Review the help article
  •  AND
  • Complete the knowledge check
Summary

Summary

This course teaches you how to build and customize donation reports in EveryAction to support data-driven fundraising decisions. In just 11 minutes, you'll learn to filter, group, and schedule reports that reveal meaningful giving trends.

What You’ll Learn in This Course

  • How to access and navigate the Contribution Report
  • How to apply filters and add fields to customize your data
  • Ways to group contributions by donor, VAN ID, source, or other attributes
  • How to save reports for future use and consistency
  • Steps to schedule automatic report delivery to staff or stakeholders
  • Tips for analyzing giving trends, donor history, and YTD performance
  • How to identify high-value and lapsed donors for targeted outreach

By the end of this course, you’ll be ready to generate meaningful donation insights that help guide strategy and increase fundraising impact.