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 Standard Report Topics
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| Standard Reports Topic |
Description |
Use to Build Reports About: |
| Closed Opportunities |
Includes fields related to closed opportunities, containing detailed information about the opportunity. |
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| Daily Activity for Opportunities |
Opportunity-related fields pertaining to a summary of a current action, filtering on the date of the activity and the activity's owner. |
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| Donor Birthday |
Contains fields related to donor summary information. Pre-filters require you to select a birth date, and to exclude by deceased flag and record type if desired. |
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| Donor Lifetime Summary |
Includes fields related to prospect summary data, as well as lifetime giving records and key dates. |
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| Donor Summary |
Has fields pertaining to unfiltered common summary data for donors. |
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| Gift Summary by Geography |
Supplies gift summary fields and prospect geographic data for grouping. |
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| Gifts from Opportunities |
Includes fields related to gift records associated with opportunities. |
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| Inactive Donors |
Contains prospect-level information with a built-in filter to eliminate prospects who have given after a certain date. |
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| LYBUNT |
Has fields related to summary and giving information for prospects who have given last year but not this year. |
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| My Open Opportunities |
Includes opportunity details with a filter to only return data for the current user (solicitor). |
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| New Donors |
Contains summary data for prospects who have given only once in their lifetime. You can filter by last gift date. |
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| Non-Donors |
Has prospect-level information with a built-in filter to only include prospects who have never given a gift. |
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| Open Asks |
Includes details of opportunities excluding any that have not yet reached the "asked" phase, and those that have been closed. |
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| Open Opportunities |
Fields that lists details of all open opportunities are included. |
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| Opportunity All Actions |
Includes fields related to action records that are associated with opportunities. |
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Opportunity Gift Analysis
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Contains summary data for gifts received and applied to opportunity records. |
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| Pipeline Velocity |
Includes summary data to display how quickly prospects move between opportunity stages. |
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| Pipeline Movement by Solicitor |
Has fields related to opportunities that have moved one or more stages during a given date range. |
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| SYBUNT |
Contains summary and givt data for prospects who have given some year but not this year. |
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| Volunteers Listing Topic |
Includes fields related to volunteer data. |
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Snapshot
Steps
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Archived Report Topics
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