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Reports

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ByGivingTrax

There are a number of standard reports accessible in the Reports menu. 

The following example demonstrates an overview of the capabilities.   Click on “Reports”, then choose “Overview” in the main dashboard menu bar. 

  • Standard Reports include:
    • Top Receiving Organizations
    • Top Gifts – By Method Used (cash, in-kind, etc.)
    • Classification – (Donation – Gift, Marketing Sponsorship)
    • Use of Funds
  • Budgets
  • Top 30 Recipients
  • Volunteerism

Navigate:  Reports -> Overview

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