Giving
| Report | What it shows |
|---|---|
| Contributions summary | Total giving over the window, with trend |
| Gifts by designation | Giving broken out by what it was for |
| Gifts by account | Giving broken out by account |
| Top contributors | Your largest donors for the period |
| Soft credits | Gifts credited to influencers and passthrough givers |
| Gift size distribution | How gifts spread across size bands |
Recurring
| Report | What it shows |
|---|---|
| Recurring schedule | Active recurring gifts and what’s due |
| Churn & drift | Recurring donors lapsing or slipping |
| Recurring uplift | Growth in recurring value over time |
Memberships
| Report | What it shows |
|---|---|
| Memberships overview | Active memberships and members |
| Memberships expiring soon | Terms ending in the next 30 days |
| Lifetime value by tier | What each tier is worth over time |
| Tier migration | Members moving between tiers |
Events
| Report | What it shows |
|---|---|
| Event portfolio | All events at a glance |
| Event performance | How a given event did |
| Fundraising from events | Dollars raised through events |
People
| Report | What it shows |
|---|---|
| Donor health | Donors classed Champion to Lapsed |
| New donors | First-time givers in the period |
| Lapsed donors | Donors who’ve stopped giving |
| Retention by cohort | What share of each year’s donors still give |
Acquisition
| Report | What it shows |
|---|---|
| Form performance | How your forms convert |
| Source attribution | Where supporters come from |
| Subscribe form growth | Newsletter signups over time |
Geography
| Report | What it shows |
|---|---|
| Giving by state | Dollars by state |
| Giving by congressional district | Dollars by district |
Engagement
| Report | What it shows |
|---|---|
| Engagement tiers | Email engagement, from highly engaged to dormant |
Operations
| Report | What it shows |
|---|---|
| Reconciliation queue | Payments awaiting reconciliation |
| Refund log | Every refund issued |
Membership reports appear only when the Memberships module is on. See Memberships.