Creating a Donation Report for Fundraising Insights
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.
