This EveryAction training session, Creating a Donation Report for Fundraising Insights, empowers nonprofit professionals to master the donation report feature within the EveryAction platform. In just 11 minutes, you'll learn how to access the Contribution Report, apply custom filters and fields, and group data by donor segments for powerful breakdowns—whether by VAN ID, contact name, or donation source. As part of this course, you’ll also discover how to save and schedule reports for automatic delivery, streamlining your workflow and ensuring stakeholders receive timely performance data with minimal effort.
By completing this training, you’ll unlock vital fundraising insights that help your organization evaluate contribution trends, maximize donor engagement, and tailor strategies to boost revenue. Understanding how to build and export a robust donation report allows you to track year-to-date performance, analyze giving history, and identify lapsed or high-value donors. This EveryAction training ensures you use data to inform decision-making, deliver better results, and elevate your overall fundraising operations.
Creating a Donation Report for Fundraising Insights Presentation Slides
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