Why build it when you can utilize e tapestry's standard reports - eTapestry User Group 2013
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Transcript of Why build it when you can utilize e tapestry's standard reports - eTapestry User Group 2013
Why Build it When you Can Utilize eTapestry’s Standard Reports?
Presented by Mark Scott and Joe Boyle
Did you know that eTapestry comes with over 40 standard reports? In today’s session we are going to show you how to utilize some of our favorites.
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Agenda
• Query vs. Report• eTapestry Standard Report Sets• What’s in each report?• Do you know…
Query vs. Report
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eTapestry Standard Report Sets
• Account Reports• Recognition Reports
• Activity Summary Reports• Journal Entry Reports• Tribute Reports• Soft Credit Reports
• Executive reports• Online Giving Reports• eStore (Cart) Reports*• Mass Email Reports• Fundraiser Reports*• Defined Fields Reports• Social Networking Reports
* You will only see these sets if you have the Cart or Personal Fundraiser Modules
What’s in each report?
• You can quickly view what is in each report by clicking on the report icon to the right of each Standard Report.
What’s in each report?
• This will pull up a description of the report and explanation for the columns.
What’s in each report?
• Hover over an image to enlarge it and see an example of the report.
Now it’s time for ‘Do You Know…’
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Do You Know
Which 10 constituents have donated the most to your organization so far this year?
Or the top 5 constituents to a specific Campaign?
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Run the Top Donor Report
Benefits:Quickly identify the top contributors to your organization or to a specific Fund or Campaign
Do You Know
How many donors you’ve lost over the last 5 years?
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Run the Recency Report
Benefits:Great for donor retention because it easily identifies past donors that have not given yet this year or in recent years.
Do You Know
How to identify the auto processing transactions in your database with credit cards that are about to expire?
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Run the Almost Expired Auto Process Credit Card Report
Benefits:Avoid losing out on donations by proactively updating your donor’s credit card information on their Recurring Gift Schedules or Pledges. You can call them or ask them to go online and submit a new recurring gift.
Do You Know
How to clean up the duplicate accounts in your database?
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Run the Duplicate Report
Benefits:Running the Duplicate Report on a weekly basis will help keep your database clean and your reports accurate.
Tip:Make sure each user at your organization has the Duplicate Check on Save option turned on to reduce duplicates when adding accounts manually.
Do You Know
How much money is expected to come in over the next 5 years from pledges and recurring gifts?
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Run the Cash Projection Report
Benefits:This report will allow you to project how much each fund will be making in the future. It can help with budget planning and it allows you to drill into each year for a monthly breakdown.
Do You Know
Which donors have given to your organization consecutively for the last 3 years?
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Run the Consecutive Years Report
Benefits:Identify those donors that have been consistently loyal to your organization. You may want to do some prospect research on these donors and see if you can ask them for a larger donation or to make a larger pledge to your mission
Do You Know
Which approaches have been most successful?
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Run the Approach Activity Summary
Benefits:Identify which approaches have been responsible for brining in the most money to your organization and then strategize on ways to make those approaches even more successful. You can also see which approaches need more work or attention.
Do You Know
Which constituents have increased their donations this year and which ones have decreased their donations?
Or how many new donors your organization has obtained this year?
Or how many donors your organization has recaptured this year?
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Run the Giving Dynamics Report
Benefits:This report has it all! It allows you to quickly see the health of your organization compared to last year.
Do You Know
How to save time and stay up to date?
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Schedule Your Reports!
Benefits:Most of our eTapestry Standard Reports can be scheduled to run automatically. Scheduling reports saves you time and it keeps you updated on the health of your organization’s fundraising efforts.
Questions?
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