DonorPerfect’s powerful reporting and analysis features now include a Report Center and Easy Report Builder. DonorPerfect’s powerful reporting and analysis features are about to get even better! Our brand new Report Center brings all standard and custom reports together in one place. Reports will be easier to organize, search, and run. You’ll gain valuable insights from your data to make better strategic decisions.

All Reports in ONE Place

Access your reports by navigating to Reports and selecting the Report Center. Standard reports are in the Financial Reports, Listings and Other Reports folders. We’ll convert any Custom Reports you had. These, along with those you create using the new Easy Report Builder are in the Easy Reports folder. Quickly find a specific report by using the search bar or the arrows above each column to sort. Save time accessing routine reports by clicking the star icon. This adds them to your Favorites tab. To run a standard report click the Open button. DonorPerfect's new reporting features include the ability to bookmark favorite reports.

Create Your Own Reports With Ease

If the standard reports don’t give you exactly the information you need, add a new custom report. Select the Add New Easy Report button from any screen in the Report Center. The Easy Report Builder makes it easy for you to create your own reports and get information in the way you want to see it. Simply choose the report type, then drag and drop desired fields to tailor it to your unique needs. Easy Reports will give you the ability to open, edit, copy, schedule (coming soon!) or delete reports from the Report Actions column.

See the Easy Report Builder in action in this video preview!

When Can I Expect the New Report Center and Easy Report Builder?

Following the next DonorPerfect Release on 9/26, we’ll begin rolling out the new reporting features to clients throughout October. When the new Report Center is activated on your system, we’ll send you an email notifying you of the changes.

Attend Our Reporting Pre-Release Webinar

Register for our FREE Pre-release webinar to get a sneak peek at the new Report Center and Easy Report Builder. You’ll also get a preview of the improvements we’ve made to simplify the Import process. The webinar runs on Friday, September 23rd from 1 PM – 2 PM.

Release Notes

The improvements to Reporting are not the only changes in this release. There are also changes to Importing, Refunds & Adjustments and more! Read about all of the enhancements and fixes in the DonorPerfect 2016 Release Notes in the Knowledgebase.
by Emily Patz

Sep 21 16
2 Comments
  1. really annoyed that I can’t run a report of the numbers of members in each category or a membership-type-based report.

    Also annoyed that I can’t generate a list of lapsed members that is at all useful (you know, with phone numbers, email addresses, or addresses. It is just able to export with their name, membership-type, and donorID number…. Pretty useless in an excel sheet….)

    • Stephanie Kanak permalink

      Hi Justin,

      Membership reports are now located in the Other folder in the Report Center. Sorry for any confusion about where to find them. For member category counts, simply go to Reports > Report Center > Other and select the Membership Status report. It can be run on “Counts” instead of “Income”. That report allows you to drill into the Month-to-date or Year-to-date totals where you can select an export template to export your members’ names, addresses, phone numbers, etc.

      To get member contact information for expired members, go to Reports > Report Center > Listings and select Linear List with Addresses. You can select the fields you’d like to see in the report file. To only get members with expired memberships, create a selection filter for the Membership Expiration Date (MCAT_EXPIRE_DATE) between the period during which they lapsed. (e.g. 1/1/2015-12/31/2015).

      If you’re interested, we’ll be offering a free webinar on navigating the new Report Center and Easy Report Builder in early November. It’s not listed yet, but check back on this page listing our free webinars for the registration link. It should be posted in a day or so.

      https://www.donorperfect.com/support-training/webinars/

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