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Report intelligently. Share automatically.

SmartAnalytics™ empowers you to make better decisions through straightforward tools to view, interpret, analyze and automatically share reports and infographic widgets. Create any type of custom report, graph or trend analyses and schedule it to be automatically sent to stakeholders every time it’s updated.

Key Benefits

  • Get the right information to key stakeholders in the format you choose at the very moment it’s available.
  • Build custom Key Performance Indicators (KPIs) so you can measure and share what’s most important to your organization.
  • Make better decisions based on analysis of KPIs such as: retention rates, average gift amounts, new donors vs. repeat donors vs. reactivated donors, and more.
  • Gain confidence in reporting and save time keeping stakeholders updated.
Customizable Paint Brush


  • Create and edit custom reports on any data, including custom fields.
  • Edit and copy standard reports, including dashboard reports and widgets.
  • Embed formulas to calculate real-time results as new data is created.
  • Format reports to exact specifications including font, size, colors, margins, and more.
  • Create an array of graphics to visually show trends and highlight key data.
  • Schedule the delivery of reports to anyone you choose in regular intervals.
  • Export reports and data as a PDF, Excel, HTML, and CSV file formats.

Get SmartAnalytics

Unlimited Access

Create your own reports and widgets and edit existing reports and widgets at any time.

Clients can still request report creation from our Implementation team for a fee, and once created, you can edit them with this unlimited access.

Cost: You’ll pay an annual fee, which includes required introductory training to review all the features and set you up for success.

Pay As You Go

With the Pay-As-You-Go Package, you can request the creation of a report by our Implementation Team any time you need one. Our team will place the report on your dashboard and schedule for delivery to stakeholders for you.

Cost: There’s a fee to create the report.

Also, you may incur a fee if you need to request changes in the report. Insider Tip: If you plan to order more than three Pay As You Go reports, our Unlimited Access package will be a better value!

To learn more about SmartAnalytics, including exact costs, please contact your account manager.