The Pledge Projection and Graph by Date reports described on the previous
pages are accessed through the Advanced Reports menu command, which also offers
the reports, graphs and exports in the following tables. Many of these items
can be configured in dozens of ways. Chapter 7 of the User
Manual (10.4 Mb, 350 pages, PDF) contains samples and descriptions
of most of these items:
Reports
Campaign List and Totals
Campaign Total
City & All Gifts
City & Campaign
City & Method
City & Fund
Country & All Gifts
Country & Campaign
Country & Method
Country & Fund
Distribution-All Gifts by Amount
Distribution-Donation By Amount
Distribution-Donation By Quantity
Distribution-Pledge By Amount
Distribution-Pledge By Quantity
Distribution-Membership By Amount
Distribution-Membership By Quantity
Donations By Donor and Year
Donations and Zero Balance Pledges
Donations and Zero Balance Pledges with Date Filter
Donors by Gift Amount
Donors By Range
Donors & Last Gifts
Donors By Gift Amount
Donors By Gift Count
Donor Since (date) & Last & Total Gifts
Donors with Last and Largest
Fund List and Totals
Fund Total
Gifts By Category
Gifts By Category and Date
Gifts By City
Gifts By Country
Gifts by Postal Code
Gifts By Solicitor
Gifts By Solicitor & Date
Gifts By State or Province
Gifts By Type
Gifts By Type & Date
Gifts By Volunteer
Gifts By Volunteer & Date
Gifts Last 365 Days
Gifts Previous Year
Membership Dues- First & Last
Method List and Totals
Method Total
Solicitor & Campaign Totals
Pledge Projection
Pledges By Donor and Year
Postal Code Groups
Postal Code & All Gifts
Postal Code & Campaign
Postal Code & Method
Postal Code & Fund
Overdue Pledge Report
Solicitor and Campaign Totals
State or Province & All Gifts
State or Province & Campaign
State or Province & Method
State or Province & Fund
Graphs
Donations By Geography (32 variants)
Donors & Last Gifts
Gift Average Per City
Gift Average Per Country
Gift Average Per Postal Code
Gift Average Per State
Gifts By Campaign
Gifts By Category
Gifts By Category & Date
Gifts By City
Gifts By Country
Gifts by Donor Attribute
Gifts By Fund
Gifts By Method
Gifts By Postal Code
Gifts By Solicitor
Gifts By Solicitor & Date
Gifts By State or Province
Gifts By Type
Gifts By Type & Date
Gifts By Volunteer
Gifts By Volunteer & Date
Gifts of Last 365 days
Gifts Previous Year
Graph By Date
Graph By Campaign
Graph By Fund
Graph By Method
Gifts Previous Year
Memberships By Geography (32 variants)
Pledges By Geography (32 variants)
Pledge Projection
Exports
Donor Notes-Tab Delimit and Special Delimit
Donors with Keywords
Donors With Pledges
Export Campaign Total
Export Donors With Pledges
Ignore Omit Mailing Flag
Observe Omit Mailing Flag
Year-End Tax Report to Donors
The Advanced Report window includes aids to help you find the right report.
As shown below, it groups items as Reports, Exports and Graphs, and displays
a description of each report when it is clicked:
Most of the reports, graphs and exports produced from Advanced Reports are
created from templates that may be edited in the Report Editor. This means you
can change the fonts, layout, formulas and other attributes.
Additionally, reports you create in the Report Editor can be added to the list
in Advanced Reports. This makes it possible to access them without using the
Report Editor.