Report Types, Templates, & Ideas
Understanding what to report on isn't always as easy as it sounds. Breaking this down into use cases and categories can really help you get started and setup those reports that you’ll rely on. So let's explore...
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Reporting Types & Templates
Raisely’s data is separated into categories, and it’s these categories that make up the Report Types. Report Types have their own unique core data fields that are used to populate a report. For example, Donation Reports have core fields based on donations processed with each donation assigned it’s own row within the report. Each Report Type has pre-built templates to help you speed up the process in creating the right report.
Below you can find a list of these Report Types with the available templates to use.
| Transactions |
Reporting on all tranactions (donations & tickets) made across all/selected campaigns. Primarily helpful to gain insights into campaign totals, donor profiles, accounting, ticketing, etc. All Donations | All Transactions | Failed Payments | Order Transactions | Regular Donation Instalments | Single Donations | Transaction Fee Breakdown |
| Regular Donations Schedules |
Reporting on Regular Donations made across all/selected campaigns. Helpful for tracking regular donor engagement, payment insights, accounting, and profiling. Failing Regular Donations | Active Regular Donations | All Regular Donations |
| Profiles |
Reporting on Profiles created within Peer to Peer campaigns. Helpful for understanding Peer to Peer participants and tracking their progress. Individual Profiles | All Profiles | Team Profiles |
| People |
Reporting on the donors, fundraisers and leads collected within Raisely’s CRM. Helpful to gain insights into your database, including interactions they have within Raisely. All People | Unsubscribed People |
| Transaction Items |
Includes extra information recorded with each donation, such as registration fees. All Tickets | Registration Fees | Valid Tickets |
| Orders | Individual orders of tickets, along with the order number and related information. All Orders |
| Receipts |
Reports on individual receipts issued for each donation, including PDF receipts and status. All Receipts | Current Receipts | Void Receipts |
| Exercise Logs |
Activity Tracking Reporting on fundraisers. Used for understanding campaign exercise goals and fundraisers progress. All Exercise Logs |
Using Other Data Fields for a Report
Raisely's Report Builder gives you the flexibility to place various data fields in your report from other data categories. This allows you to add new fields within different report templates, creating the reports you need.
Fields from other categories are available if there is a relationship found. For example,
Receipts are a relation of
Donations, as every donation contains a corresponding receipt. If there is no relation, then the fields will not be available to use in that report.
💡To note, when using fields from other Types, you will not have access to
filtering for those fields.
To help see the relationship between categories, below you will find a list of the report types along with the related data categories they include:
| Transaction Report | Separated lines for transaction records. Related fields types include: Campaigns, Profiles, Profile Owners, Teams, People, Regular Donations |
| Regular Donation Report | Separated lines for regular donation records. Related field types include: People, Profiles, Profile Owners, Campaigns |
| People Report | Separated lines for individuals recorded data. Related fields include: Profiles |
| Receipt Report | Separated lines for receipt records. Related field types include: Donations, Campaigns |
| Profile Report | Separated lines for individual fundraiser profiles. Related fields include: Campaigns, People, Teams, Team Owners |
| Exercise Log Report | Separated lines for individual fundraisers activity logs. Related fields include: Profiles, Profile Owners, Teams, Campaigns |
| Transaction Item Report | Separated lines for tranaction items purchased. Related fields include: Donations, Profiles, Campaigns |
Helpful Ways to Think About Reports
Despite our best wishes, often having just one single report for everything doesn’t tend to work. Thinking through reporting in categories, can help you develop a collection of reports that together form a comprehensive picture of your campaigns, donors, and fundraising efforts. Here are helpful categories which can help break things down:
- Campaign Management
Reports that capture the progress during campaigns, helping you make agile decisions to improve campaign performance. - Campaign Success
Reports that provide a finalised picture of your campaign, in order to review existing campaign and make decisions on future ones. - Marketing Success
Reports to capture fundraiser & donors interaction to see where the best invests may lie to future growth through communication & advertising. - Donor Profiling
Reports that provide donor and fundraiser insights from your database. These reports enable your marketing and sales departments to see into your audience through clear data. - Accounting Reconciliation
Financial reporting necessary to manage the donation transactions and reconciliations needing for various accounting setups. - Integration Support
Reports needed purely to enable integrations with other CRM’s or organisation solutions
Reporting Ideas
There are many use cases for reporting in Raisely. Here is a list of common use cases to help you reach your campaign goals.
- Export to Re-Import with new information
This is a helpful way to re-import People data back into Raisely. Download sample report to see the fields available for import field mapping. - Export Reports for Accounting Reconciliation
- Export Reports for Fundraising Events & Participant Records
FAQ
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# Why can't I access filters on the field I'm using?
Filtering is only possible on core fields for the Report Type you have chosen. If you add fields from other types, filtering will not be available.
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