Pre-Built Reports
A large number of pre-designed reports are available for download and use in dashboards.
Salesforce has an intuitive Report Designer where reports may be created through an interactive wizard. Reports may be downloaded, viewed in tables, or used as the basis for various dashboard components such as graphs, charts, bar graphs, and listings.
The Click & Pledge donor management module has a large number of pre-built reports available for immediate use without any need of design or development. Our goal is to expand this list and add to the reports on a continuous basis. If you wish to see a specific report please drop us a line at support@clickandpledge.com and let us know.
The following are a few of the currently available reports. The complete list is more extensive than what is shown here.
| Category | Report |
| Donors | |
| Top 10 all time donors (amount) | |
| Top 10 all time donors (count) | |
| Top 10 donors year-to-date [January 1 - Present] - (amount) | |
| Top 10 donors year-to-date [January 1 - Present] - (count) | |
| Top 10 donors last 365 days (amount) | |
| Top 10 donors last 365 days (count) | |
| Number of donors each month for the last 12 months (count) | |
| % change in donations from top 10 donors year-to-year (amount) | |
| Donors given last year but not this year (365 days) | |
| Donors given this year but not last year (365 days) | |
| Campaigns | |
| Total donations per campaign this month (amount) | |
| Total donations per campaign this month (count) | |
| Total donations per campaign last month (amount) | |
| Total donations per campaign last month (count) | |
| Total donations per campaign for last 90 days (amount) | |
| Total donations per campaign for last 90 days (count) | |
| Total donations per campaign for last calendar year | |
| Total number of transactions per campaign | |
| Top 10 donors per campaign | |
| Today’s hourly transaction volume per campaign | |
| Today’s hourly receipts per campaign | |
| Geographical | |
| Top 10 states for number of donors (count) | |
| Top 10 states for total donations received (amount) | |
| Monthly donations received by state (amount) | |
| Monthly donation volume by state (count) | |
| Quarterly donations received by state (amount) | |
| Quarterly donation volume by state (count) | |
| Quarterly comparison of donations by state (this year versus last year) | |
| Quarterly comparison of donation volume by state (this year versus last year) | |
| Receipts | |
| Today’s hourly receipts (amount) | |
| Today’s hourly receipts (count) | |
| Daily receipts for the month (amount) |
|
| Daily receipts for the month (count) | |
| This year’s quarterly receipts (amount) | |
| This year’s quarterly receipt (count) | |
| Quarterly comparison of donations relative to last year (amount) | |
| Quarterly comparison of donations relative to last year (count) | |
| Month-to-Month Comparison of receipts over 12 months (amount) | |
| Month-to-Month Comparison of receipts over 12 months (count) | |
| Checkout Pages | |
| Total donations per checkout page this month | |
| Total donations per checkout page last month | |
| Total donations per checkout page for last 90 days | |
| Total donations per checkout page for last year | |
| Total number of transactions per checkout page | |
| Average donation amount per checkout page | |
| Top 10 donors per checkout page | |
| Today’s hourly transaction volume per checkout page | |
| Today’s hourly receipts per checkout page | |
| Payment Methods | |
| This month’s daily report of donation totals per payment method: Credit Card, ACH, Cash, Check, Invoice, PO | |
| Last month’s daily report of donation totals per payment method: Credit Card, ACH, Cash, Check, Invoice, PO | |
| This month’s daily report of donation totals per credit card type | |
| Last month’s daily report of donation volume per credit card type | |
| Year-to-date donation totals per credit card type | |
| Year-to-date donation volume per credit card type | |
| Items | |
| Top 10 items sold (amount) | |
| Top 10 items sold (count) | |
| Top 10 patrons per items | |
| Relative Analysis | |
| % annual growth of receipts – all data | |
| % monthly growth of volume year-to-date (month-to-month relative analysis) | |
| % annual growth of volume – all data | |
| Recurring Payments | |
| Monthly recurring receipts- year-to-date (amount) | |
| Total monthly volume year-to-year (count) | |
| Upcoming monthly receipts to year-end (amount) | |
| Upcoming daily receipts to month end (count) | |
| Pledges | |
| Monthly pledge receipts- year-to-date (amount) | |
| Total monthly pledge volume year-to-year (count) | |
| Upcoming monthly pledge receipts to year-end (amount) | |
| Upcoming daily pledge receipts to month end (amount) | |
| Miscellaneous | |
| Top 10 email domains in total receipts (amount) | |
| Top 10 email domains in transaction volume (count) | |
| Top 10 First names in total receipts (amount) | |
| Top 10 First names in total volume (count) | |
How much is it?
There are no additional costs associated with this feature
