Fundraising Analysis Report 

 View Samples of this Report

The Fundraising Analysis Report allows you to analyze donations across several drill-down categories.  You are always offered both a pie chart and a bar chart view of the results, as well as a table with the actual data.

The headings of the data table in each report are "clickable" allowing you to project different data onto the charts from the same report.  For example, using a Geography dimension for the report, you would be able to project the average gift received by state or the total amount received by city onto the chart provided.

Use the Fundraising Analysis Report to:

u       Analyze donations across different drill-down categories.  For example, you can analyze your donations by:

·         Geography and determine the average gift received by State, or by Zip Code, or by City.

·         Donation Form and Donation Level and determine the average gift per Donation Form or the total amount contributed to each Level.

·         Date of First Gift to determine the average gift from those who first gave in January of 2005 and compare it with the average gift of those who first gave in any other month.

·         Online vs. Offline to compare the average gift received online with the average gift received offline.

·         Premium Selected to determine which premium was associated with the largest total donations.

·         Constituent Creation Date to determine which month or which year new constituents gave the most to your organization.  Perhaps the highest contributions can be traced to a particularly successful membership or fundraising campaign.

·         Constituent Origin to see if your donors have become constituents through TeamRaiser Registrations, Forwarded Emails, User Story Submissions, etc.

·         Email Message to see which messages have led to the highest donations

·         Donor Status to see if your largest gifts have come from First Time Donors, New Constituents, or Previous Donors.

·         Advocacy Status to see if those constituents who have taken one or more advocacy alerts tend to give larger donations than those who have not.

·         Source Code to determine the source of your donations including Email, Forwarded Email, Tell-a-Friend, eCards, etc.

u       View a variety of fundraising data in either a pie chart or bar chart format.  The charts can be saved as GIF images, which may be useful for staff or board presentations or for posting on your site.

Run the Fundraising Analysis Report as follows:

1.       Click Data Management on the top-level navigation bar and then select Reports from the drop-down list to open the Report Selection screen.

2.       Click the plus sign (+) beside the Fundraising Reports folder to display the contents of the folder.

3.       Click the link for the Fundraising Analysis Report.

4.       On the Report Configuration screen that opens, choose the Donation Form(s) you would like to include in this report.  To include more than one Campaign/Donation Form, select one Campaign or Donation Classic Form and then hold down the Ctrl key while you select additional campaigns or forms.  - You can also choose to Report on all campaigns/donation forms.

5.       Choose an Analysis Dimension for the report.  This will determine the first few fields that appear in your report.  (See the detailed descriptions of the various fields to see which fields are included with each Dimension.) Choices include:

u       Analyze by Donation Form and Donation Level

u       Analyze by Constituent Creation Date

u       Analyze by Date of First Gift

u       Analyze by Geography

u       Analyze by Constituent Origin

u       Analyze by Email Message

u       Analyze by Premium Selected

u       Analyze by Online vs. Offline

u       Analyze by Donor Status

u       Analyze by Advocacy Status

u       Analyze by Source Code

6.       Choose an Initial Chart Type for the report.  (You will have the opportunity to click a link on the report and switch your view to the other type of chart, if desired.)  Choices include:

u       Pie Chart

u       Bar Chart

7.       Choose the Number of Categories to show from the following:

u       Show top 10 and summarize the rest (For example, if you are choosing to view donations by geography, this choice would limit the graphs to the top 10 states, plus a column for "Other.")

u       Show top 20 and summarize the rest (For example, if you are choosing to view donations by geography, this choice would limit the graphs to the top 20 states, plus a column for "Other.")

u       Show all

8.       Choose an Initial Metric for the chart from the list that follows.  Note that all of these fields will be listed at the bottom of the report, and you will be able to click on each heading to view each type of information projected onto the chart you are simply choosing here which metric to show on the chart when the report opens.

u       Number of Gifts

u       Gift Amount

u       Value of Goods

u       Net Gift Amount

u       Amount Received

u       Amount Outstanding

u       Average Gift

u       Largest Gift

9.       Choose a Donation Date Range for this report.  Choices include:

u       Predefined Date Range (such as All Dates, This Month, This Calendar Year, etc.)

u       Custom Date Range (choose exact dates from the date menus provided)

10.   Click the Submit Report button.  The system will display the report.

View the Results of the Fundraising Analysis Report

The Fundraising Analysis Report opens with the name of the report (Campaign Analysis Report) and the date displayed at the upper left of the window.  You will also have the following links available:

Add to My Reports link - provides a shortcut on the main Reports page that runs this report using the same configuration options

  Save as a GIF Image icon and link - saves the pie chart or bar chart to your local computer or shared network resource as a GIF image file.

  Printable Version icon and link - prints the report using your standard Print application.

  Pie Chart icon and link - displays the pie chart if the bar chart is displayed.

  Bar Chart icon and link - displays the bar char representation if the pie chart is currently displayed.

Each report displays initially with the Chart and Initial Metric (coordinate value) that you chose when configuring the report.  However, you can easily switch to the other chart view (for example, from pie chart to bar chart) by clicking the appropriate icon or link. You can view Pop-up text when you mouse-over a chart to help clarify any areas that may be small and difficult to read.

You can easily choose other parameters to display on the chart by clicking the headings for the data you would like to view.  For example, you can click the Donation Level heading (when present) and the Amount Received heading to see the Donation Level vs. the Amount Received plotted on the chart.

The columns that appear on the chart are described below: 

Field	Description/Contents
First 3 columns when the Dimension is Analyze by Donation Form and Donation Level:
Campaign Name	Name of each Online Giving Campaign and Donation Classic Form that you have selected for the report.
Donation Form	Can be expanded (by clicking on the heading) to show each Donation Form that is associated with each Campaign that you have included in the report.  Note: Will display "No value" for Donation Classic Forms, since the form and the campaign are essentially the same in Donation Classic.
Donation Level	Name of each Donation Level associated with the Donation Forms selected for the report Important: Will initially display the term all values and combine the totals from all levels into one total; however, clicking on the heading will change the display to give one record for each Level.
First 2 columns when the Dimension is Analyze by Constituent Creation Date:
Creation Year	Year in which the Constituent Records were created
Creation Month	Month the Constituent Records were created Important: Will initially display the term all values and combine the totals from all months into one total for each year; however, clicking on the heading will change the display to give one record for each month.
First 2 columns when the Dimension is Analyze by Date of First Gift:
First Gift Year	Year the Constituents first donated
First Gift Month	Month the Constituents first donated Important: Will initially display the term all values and combine the totals from all months into one total for each year; however, clicking on the heading will change the display to give one record for each month.
First 4 columns when the Dimension is Analyze by Geography:
Country	Country associated with a group of donors
State	State of residence associated with a group of donors Important: Will initially display the term all values and combine the totals from all states into one total for all states; however, clicking on the heading will change the display to give one record for each state.
City	City of residence associated with a group of donors Important: Will initially display the term all values and combine the totals from all cities into one total for all cities; however, clicking on the heading will change the display to give one record for each city.
Zip	Zip code associated with a group of donors Important: Will initially display the term all values and combine the totals from all zip codes into one total for all zip codes; however, clicking on the heading will change the display to give one record for each zip code.
First column when the Dimension is Analyze by Constituent Origin:
Origin Type	The type of activity that brought your donors to you; for example, donation, Full (TeamRaiser) registration, TeamRaiser Friend, TeamRaiser participant, Story Submission, Quick Registration, Prospect List, Forwarded Email
First column when the Dimension is Analyze by Email Message:
Appeal Name	Name of the email campaign that generated the donations
First column when the Dimension is Analyze by Premium Selected:
Premium Name	Name of the Premium associated with a group of donations Note: This version of the report includes a record called No Value that includes all donations not associated with a premium
First column when the Dimension is Analyze by Online vs. Offline:
Creation Method	Offline (Admin entered or processed) or Online (donor processed) donations
First 2 columns when the Dimension is Analyze by Donor Status:
Donor Status	First Time Donor, New Constituent, Previous Donor
Donor Group	Will initially read All Values, combining all groups for each donor status; clicking the heading will show each group associated with each status, such as Direct or Indirect (made on behalf of someone)
First 2 columns when the Dimension is Analyze by Advocacy Status
Advocacy Status	Non-Advocate or Advocate
Advocacy Group	Will initially read All Values, combining all groups for each Advocacy Status; clicking the heading will expand the Advocate group and show those who have taken only one alert as a separate group from those who have taken 2-5 alerts.
First 3 columns when the Dimension is Analyze by Source Code
Source Type	Useful to determine the origin of your donations; can contain any of the following values: Web Link with source code value, Tell-A-Friend, E-mail (original), E-mail (forwarded), eCard, Other
Source Code	Value related to the Source Type; can contain any of the following values: the value passed in as the s_src argument, the forwarding user’s name, the name of the email message, the name of the eCard campaign
SubSource Code	Value related to the Source Type and the Source Code; examples include: the value passed in as the s_subsrc argument, the URL of the link, the name of the Stationery Layout
These columns are present for all reports:
Number of Gifts	Number of gifts received for the category displayed at the left
Gift Amount	Total amount received (in currency) for the category displayed at the left
Value of Goods	The value of any goods associated with the category displayed at the left; will include any value of goods that you have associated with a donation level, but will not include the value of any premiums associated with the donations
Net Gift Amount	The total gift amount minus the value of any goods supplied the amount subtracted includes both the value of goods associated with the giving levels plus the value of any premiums associated with your donations
Amount Received	Should match the Gift Amount unless you are using Pledges
Amount Outstanding	Should be $0.0 unless you are using pledges
Average Gift	Average gift for the category displayed at the left (for example, the average gift associated with a certain campaign or the average gift associated with a certain city or state); calculated by dividing the Gift Amount by the Number of Gifts
Largest Gift	Largest gift for the category displayed at the left (for example, the largest gift associated with a certain campaign or the largest gift associated with a certain city or state)