Reporting for Impact! Dive into Standard Reports in Blackbaud Raiser’s Edge NXT® Web View

We’re excited to announce that the most popular standard reports are now available in web view. These reports will bring enhanced features designed to save you time, improve data sharing, and provide deeper insights. As we approach mid-year giving, and June being the second-largest giving month of the year, access to accurate, insightful data and productivity-enhancing capabilities will free up time and allow you to focus more on what matters most.

As we continue developing complete workflows in web view, we remain dedicated to increasing efficiency and providing enhancements that support your busy schedule. Let’s explore the latest enhancements now available in standard reports in web view.

• Work Without Disruptions: Reports now generate asynchronously, allowing you to continue your tasks while they process in the background.
• Stay Informed: Receive notifications when your report is ready or quickly access recent reports from the Recently Run tab.

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• Collaborate Easily: View and export reports shared with you under the Shared with Me section.

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• Automate Reporting: Schedule reports to run at your preferred intervals to streamline your workflow.

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• Enhanced API Integration: Generate and retrieve report PDFs via API for seamless data access.
• Improved Data Exports: Export CSVs using our enhanced export format for better data handling.

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Which standard reports are in web view?
Let’s take a closer look at the most popular reports from database view that are now available in web view, their influence on your organization’s planning, and how to leverage them for maximum impact.

Action Detail Report provides in-depth insights into your organization’s activities, including constituent and solicitor involvement, action dates, categories, types, statuses, priorities, progress, and campaign details. Pro Tip: Use this report to track overdue actions and identify trends in your donor engagement to ensure timely follow-ups.

Annual Statement Report compiles constituent giving histories over a chosen period, including receipt details. This report is ideal for year-end tax documentation and donor stewardship. Pro Tip: Generate and send this report proactively to ease tax session inquiries.

Appeal Performance Analysis Report tracks the success of your appeals by analyzing key metrics, including the number of constituents solicited, total gifts and donors, response rates, donation totals, average gift size, progress toward goals, appeal costs, and return on investment. You can compare multiple appeals to assess their effectiveness. Pro Tip: Use this report to refine future appeals by identifying which messaging, channels or donor segments yield the highest ROI.

Cash Flow Report projects anticipated revenue based on unpaid pledge installments or scheduled recurring gifts. It includes pledges, matching gifts, and recurring donations, helping you forecast future cash flow. Pro Tip: Monitor this report monthly to anticipate shortfalls and adjust fundraising strategies accordingly.

Comparisons and Summaries allows you to compare two time periods or summarize data across (up to) five time periods offering valuable historical insights. Pro Tip: Use this report to track long-term donor retention and evaluate year-over-year campaign effectiveness.

Donor Category Report organizes donors into giving levels you define, such as Benefactor or Patron, based on total contributions within a selected time frame. This report helps you evaluate donor engagement strategies and identify key prospects. Pro Tip: Leverage this report to create segmented stewardship plans, tailoring outreach based on donor tiers.

Gift Detail and Summary Report provides a comprehensive breakdown of constituent giving within a specific date range, offering insights into donation trends. Pro Tip: Use this report to identify seasonal giving trends to strengthen your fundraising strategies for certain giving periods.

Honor/Memorial Contributors List identifies constituents who donated in honor or memory of someone else. It can include contributor details, addresses, phone numbers, and acknowledgment information. Pro Tip: Use this report to personalize acknowledgments and steward tribute donors more effectively.

Honor/Memorial Gift Report provides an overview of honor and memorial gifts, detailing gift types, amounts, fund designations, and summary totals. Pro Tip: Analyze this report to recognize trends in tribute giving and incorporate them into future initiatives and planning.

New Donors Report highlights first-time donors or those who have given for the first time within a selected period. It includes donor names, gift details, and related fund and appeal information. Pro Tip: Use this report to create a welcome series packet to engage and steward new donors

Pledge Status Report tracks pledge activity within a selected time frame, helping you monitor outstanding commitments. Pro Tip: Use this report to identify and follow-up on overdue pledges to re-engage donors with targeted reminders.

Stock Gain/Loss Report tracks stock gifts, detailing transaction dates, donation and sale information, and donor names to help you manage stock contributions effectively. Pro Tip: Analyze this report with your finance team and major giving officers, to optimize stock gift donation strategies.

Written-Off Report lists all pledges written off during a defined period, helping you track financial adjustments and gain a clearer picture of fundraising performance. Pro Tip: Regularly review this report to assess patterns in pledge write-offs to help refine donor retention strategies.

Which reports are on their way to web view?
Comparative Reports, Consecutive Years Report, LYBUNT Report, Top Donors Report and Constituent Giving History Report are next to transition to web view. Join the Raiser’s Edge NXT Product Update Briefings in May to learn more.

What functionality will not be supported in web view?

• Formatting options (adjust alignment or custom report style)
• Crystal Reports
• Send as mail
• Include Single Record (Gift, Job, Event, Proposal, Volunteer, Participant, Membership, or Action)
• User options that relate to anonymous gift options
• User options that relate to how a record name is displayed (such as Campaign ID or Campaign Description)
• Currency filter
• Print criteria option
• Favorites
• Layout preview
• Miscellaneous section for currency format
• Contact address processing, printing phone numbers, or use of Address Attributes

Customers are embracing the enhanced Standard Reports in web view.
"I'm finding standard reports to be much more intuitive in web view than they are in database view. Our new tech users shouldn't experience any anxiety with these."-Debbi Converse, PBS SoCal

Learn more
These valuable sessions will help you get the most out of standard reports in web view. May 6, 2025 @ 11am AEDT Australia & New Zealand Customers
May 6, 2025 @ 2pm EST United States & Canadian Customers
May 8, 2025 @ 2pm BST United Kingdom & European Customers May 21, 2025 @ 11am EST All Regions