Register for Live Training
| Event | Date | Spaces left |
|---|---|---|
| EveryAction Webinar: Creating a Donation Report for Fundraising Insights | - | 99 |
Creating a Donation Report for Fundraising Insights
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 the course, choose one of the following: watch the training video, attend a live Q&A session, or read the help article. Then, take the short quiz to check your understanding.
Creating a Donation Report for Fundraising Insights
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.
- Introduction
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Start here
- Register for Live Training
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Register for Live Training
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
