Overview
Reports provide detailed analytics on fundraising performance, donations, and campaign success rates.
How to Access
- Click on Fundraising in the left sidebar menu
- Click on Reports
How to Generate a Report
- Click on Reports
- Click Generate Report
- Select Report Type:
- Donation Summary: Total donations over period
- Campaign Performance: Per campaign stats
- Donor Report: Donor activity
- Financial Report: Financial breakdown
- Select Date Range
- Click Generate
How to Export a Report
- Generate or open a report
- Click Export
- Choose format (PDF, Excel)
- Click Download
Quick Reference
| Task | Steps |
|---|---|
| Generate | Reports → Generate → Select → Generate |
| Export | Open report → Export → Download |