Subscribe to this blog for eTapestry tips and tricks.

Year End Reporting

With the holidays over and everyone getting back into the swing of things, it’s important to start reviewing 2015 and see how your organization did.  This way you can start planning/adjusting plans for 2016.  

 
I’m sure many of you have questions such as:
 
  • How much money did we raise?
  • How many new donors did we obtain in 2015?
  • Did we recapture any old donors?
  • Did we get anyone to donate more than last year?
  • How did certain Funds perform in 2015?
Below are some articles to help you with creating queries and reports to find answers to those important questions: These resources should definitely help you with your review.  Every organization is different.  They information you track, what you believe is important, etc.  So definitely don’t be afraid to explore building new queries/reports to pull out more customized results!

What other queries and reports does your organization find important?  If it is a standard report, post the name!  If it is a custom query/report, post a description/the steps you take!
Posted by Justin Curtis on Jan 14, 2016 4:07 PM America/New_York

Leave a Comment

Log in to post a comment.