Overview
The Analysis Reports page enables you access reports that let you track your organization's performance for a given campaign. You can use the data provided by these reports to help you identify trends and answer the right questions to achieve your fundraising goals.
Permissions
To access the Analysis Report page, you must either have Organization Admin access rights tied to your login or Offering > Print permissions. If you do not have Offering > Print permissions, the Reports option is not visible in the navigation bar.
Access rights and permissions are assigned to individual users in their staff records, which can be accessed through the Manage Staff page in the Administration module. You must have Organization Admin rights to view Manage Staff page and assign permissions. For details, see the online Help for the ParishSOFT Administration module.
Reports Menu
The Reports menu contains the names of the reports you can generate. In the list below, click the name of a report to view its description.
Contribution Details
The Contributions Details report enables you to view contributions posted to selected funds within the date range you specify. For a description of the options used to set up this report, go to Setup Options for the Contribution Details Report.
Contribution History by Donor
The Contribution History by Donor report enables you to view a historical record of donor contributions made over a four-year period. For a description of the options used to set up this report, go to Setup Options for the Contribution History by Donor Report.
Contribution History by Fund
The Contribution History by Fund report displays donor contributions made to selected funds by month, quarter, and year (for the specified year). The report also provides a history of contributions made during the same financial periods in each of the three years before the year you specify, enabling you to track giving patterns over the three years prior.
For a description of the options used to set up this report, go to Setup Options for the Contribution History by Fund Report.
Contribution Summary by Donor
The Contribution Summary by Donor report lists every family or member donor and shows the total contributions given to selected funds in each of the last four years. For a description of the options used to set up this report, go to Setup Options for the Contribution Summary by Donor Report.
Contribution Summary by Fund
The Contribution Summary by Fund report lists the total dollar amount of contributions given to a selected fund or funds each month. For a description of the options used to set up this report, go to Setup Options for the Contribution Summary by Fund Report.
Dollar Range
The Dollar Range report provides data that your organization can use to identify donor giving patterns over time and determine possible future trends in giving. The data in this report can help you design strategies to increase a fund’s financial support potentially.
For the specified date range, the report provides a breakdown of the number (Count) and total dollar amount (Amount) of contributions made to the selected funds within the dollar amount ranges specified in the report setup. Within each dollar amount range, the report calculates the total contribution amount as a percentage of the overall contribution total for the period. For a description of the options used to set up this report, go to Setup Options for the Dollar Range Report.
Revenue Projection
A Revenue Projection report shows month-by-month and year-by-year cash flow projections for selected funds and totals those amounts for each fiscal year within a projected six-year period. You can see cash amounts already received and the total amount pledged to a fund, which enables you to forecast what the organization will collect. For a description of the options used to set up this report, go to Setup Options for the Revenue Projection report.
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