Year End Reporting

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:

• How Do I Query On All Donations Within A Specific Date Range?
• How Do I Find Donors That Gave A Specific Total Amount Within A Date Range?
• How do I create a report to look at my donations?
• How Do I Compare Totals For Multiple Years For A Specific Fund?
• Donor Renewal Rates Report
• Giving Dynamics Report

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!