📈 Reports

  • Updated

The Reports tab provides you an overview of both employee and corporate donations. While your Dashboard will show you realtime data, these reports allow you take a closer look at the impact.

Reports Overview

  • Donations Report - Comprehensive
    • View and export all of your key donation metrics on one simple page.
    • What are the number of donors, employee donations, fundraisers, nonprofits impacted?
  • Volunteering Repot - Comprehensive
    • View and export all of your key volunteering metrics
    • Which campaigns or deeds have the most engagement? Which countries/locations have the most unique volunteers?
  • Actions Report
    • Review and export the line item data for employees' Actions
    • Which actions have the most engagement and community impact?
  • Campaigns Report
    • Monitor the results and performance of your Campaigns
    • Which campaign generated the most donations?
  • Fundraiser Donations Summary
    • Monitor the results and performance of your Fundraisers
    • Which fundraiser generated the most donations?
  • Engagement Report - Comprehensive
    • Monitor the unique employees who have engaged and logged in
    • Filter by location, region, country and department
  • Nonprofit SDG Report - Donations
    • Track your donation engagement across the UN Sustainable Development Goals.
    • Which Sustainable Development Goal was most impacted?
  • Nonprofit Cause Areas Report - Donations
    • Track your donation impact across your Featured Cause Areas.
    • Which Cause Area was the most supported?
  • Employee Donations by Department
    • Explore the composition of employee giving, broken out by department
  • Users Report
    • Drill down into specific user data including consent for disclaimers, emails, etc. 
    • When did this department/division/country last log in?

Notes

  • We are adding new reports as they become relevant for more customers. 
  • If you are looking for a custom report, please reach out to your Partner Success manager!

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