Sample Reports

Account Analysis Reports

By Area - Count By Expiration Date - Count By Giving Level - Count By Most Recent Renewal Method - Count By Most Recent Renewal Method - History By Original Gift -History Major Gifts - History Major Gifts Most Recent Renewal Method - History

Pledge Analysis Reports

Additional Gift Cost Detailed Fulfillment by Source and Program Detailed Fulfillment by Source Matching Gift Fulfillment by Solicitation Method Summary of Fulfillment by Mode of Payment Summary of Fulfillment by Program

Payment Analysis Reports

By Payment Mode by Solicitation Method By Payment Mode by Solicitation Method Alternate Style By Pledge Type by Solicitation Method Summary by Solicitation Method

Profile Analysis Reports

Additional Gift By Area Additional Gift By Last Renewal Additional Gift By Months Remaining Additional Gift By Most Recent Renewal Method

Lifetime Analysis Reports

All New Donors Method All New Donors On Air Only New Donors

Management Reports

Cash Flow Forecast Customer Service Payment History Daily Cash Summary DEI Benchmark Guide Count Historic Renewal Monthly Fundraising Multiple Open Pledge Outstanding Premium Premium Costing Renewal Revenue Projection SABS Underwriting Activity Write Off

Audit Trail Reports

Cash Receipts Journal Check Register Control Book Pledge Edit List Cash Receipt Header Transaction Journal

Other Reports

Major Donor Activity Report Aging Detail Report Summary of Aging by Mode of Payment Report Summary of Aging by Source Report Tax Receipt Report Duplicate People Record Report Customer Service Activity Report