Smart Analytics screen example

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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.

Compare DonorPerfect’s Reporting Tools

Custom Report Builder Comparison Chart

SmartAnalytics Features and Benefits:


  • Stakeholders will always have your most updated data
  • Measure and share the most relevant data to your org
  • Make better decisions, based on custom KPIs
  • Save time on physically running reports and sharing them


  • Create and edit custom reports on any data
  • Edit and copy standard reports and widgets
  • Embed formulas to recalculate data in real-time
  • Customize report format, colors, margins, size, and more
  • Create graphics to show trends and highlight key data
  • Schedule reports to be emailed to anyone, in intervals
  • Export reports in popular formats, including PDF

Unlimited Access

  • Create and edit your own reports and widgets at any time
  • Request our team to create reports for you, for a fee
  • Pay an annual fee, which includes introductory training

Pay As You Go

  • Request our team to create reports for you at any time
  • Pay per report and for change requests
  • For more than 3 reports, Unlimited Access is the best value

Using DonorPerfect allows me to use my time more strategically, which is already paying big dividends for the Institute. And my board loves the financial reports I can pull. I turn them into PDF files and email them – all done within DonorPerfect.

Michelle Hinson, Institute for Public Relations

Learn More about SmartAnalytics