NPSP provides a variety of out-of-the-box reports designed to help nonprofits gain insight into fundraising efforts, donor relationships, and overall operations. In fact, there are so many reports available that it is easy to become overwhelmed. Below is a list of some more useful reports that FSHA might want to explore:
Donation Reports:
Donations by Donor Type This report categorizes donations by donor type, such as individual or organization.
Donations by Campaign: Shows donations attributed to specific campaigns, helping to measure the effectiveness of each campaign.
Lifetime Giving by Donor: Tracks the total donations given by each donor over their lifetime.
Donation History: Provides a detailed list of all donations received, including donor information and donation amounts.
Fundraising Reports:
Fundraising Performance: Summarizes the overall performance of fundraising efforts over a specific period.
Major Gifts Pipeline: Tracks major gift opportunities and their stages in the pipeline.
Lapsed Donors: Identifies donors who have not given within a specified period, helping with re-engagement strategies.
Volunteer Reports:
Volunteer Hours by Contact: Shows the total volunteer hours contributed by each contact.
Volunteer Activities by Date: Lists volunteer activities within a given timeframe, useful for tracking and recognizing volunteer contributions.
Program Management Reports:
Program Enrollment: Tracks the number of participants enrolled in various programs.
Service Deliveries by Program: Shows the services delivered under each program, useful for program evaluation and planning.
Membership Reports:
Active Members: Lists current active members, their membership status, and renewal dates.
Membership Growth: Tracks membership growth over time, providing insights into trends and patterns.
Grant Management Reports:
Grant Applications by Status: Monitors the status of grant applications, from submitted to approved or declined.
Grant Revenue Forecast: Projects expected revenue from pending grants, aiding in financial planning.
For more information about NPSP reports, you can refer to the official documentation:
The implementation team has created several custom report features as requested by FSHA, accessible by simply navigating to the Reports tab:
Campaigns with Campaign Members Deluxe:
This is a custom report type that adds Contact and Account details (fields) to the Campaigns with Campaign Member report type, making these reports easier to read/use.
Contact SYBUNT:
This is a custom report that will be very helpful in quickly creating a donor retention campaign. This populates with all contacts who have given SYBUNT (Some Year, But Unfortunately Not This year).
Communication Capability:
This is a custom report that can be used to quickly spot when contacts are missing key contact information, specifically an email address and/or a phone number. Running the report will allow your team to quickly see who has no contact information and who has partial contact information so your marketing team knows who they need to follow up with.
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Reports