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Wow-Inducing Reports from eTapestry

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Presented by Kimberly Hammer at bbcon 2013

Presented by Kimberly Hammer at bbcon 2013

Published in Economy & Finance , Business
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  • 1. 10/7/2013 #bbcon 1 Wow-Inducing Reports from eTapestry PRESENTED BY KIMBERLY HAMMER
  • 2. 10/7/2013 #bbcon 2 DID YOU KNOW THAT ETAPESTRY COMES WITH OVER 40 STANDARD REPORTS? IN TODAY’S SESSION WE ARE GOING TO SHOW YOU HOW TO UTILIZE SOME OF OUR FAVORITES.
  • 3. 10/7/2013 #bbcon 3 • Query vs. Report • eTapestry Standard Report Sets • What’s in each report? • Do you know… AGENDA
  • 4. 10/7/2013 #bbcon 4 QUERY VS. REPORT Query (the funnel) Report (the output) An advanced search engine that locates a group of accounts or journal entries, based on criteria that those entries share. A tool used to allow you to select the fields you want to display or use about the account or journal entries in a query Fixed preview Customizable Must be ran through a report to export results Must be ran with a query The “who” The “what”
  • 5. 10/7/2013 #bbcon 5 ETAPESTRY STANDARD REPORT SETS • Account Reports • Recognition Reports • Activity Summary Reports • Journal Entry Reports • Tribute Reports • Soft Credit Reports • Executive Reports • Online Giving Reports • eStore (Cart) Reports* • Mass Email Reports • Fundraiser Reports* • Defined Fields Reports • Social Networking Reports * You will only see these sets if you have the Cart or Personal Fundraising Modules.
  • 6. 10/7/2013 #bbcon 6 • You can quickly view what is in each report by clicking on the report icon to the right of each Standard Report. WHAT’S IN EACH REPORT?
  • 7. 10/7/2013 #bbcon 7 • This will pull up a description of the report and explanations for the columns. WHAT’S IN EACH REPORT?
  • 8. 10/7/2013 #bbcon 8 • Hover over the image to enlarge it and see an example of the report. WHAT’S IN EACH REPORT?
  • 9. 10/7/2013 #bbcon 9 NOW IT’S TIME FOR “DO YOU KNOW…”
  • 10. 10/7/2013 #bbcon 10 Which 10 constituents have donated the most to your organization so far this year? Or the top 5 constituents to a specific Campaign? DO YOU KNOW… Benefits: Quickly identify the top contributors to your organization or to a specific Fund or Campaign.
  • 11. 10/7/2013 #bbcon 11 How many donors you’ve lost over the last 5 years? DO YOU KNOW… Benefits: Great for donor retention because it easily identifies past donors that have not given yet this year or in recent years.
  • 12. 10/7/2013 #bbcon 12 How to identify the auto processing transactions in your database with credit cards that are about to expire? DO YOU KNOW… Benefits: Avoid losing out on donations by proactively updating your donor’s credit card information on their Recurring Gift Schedules or Pledges. You can call them or ask them to go online and submit a new recurring gift.
  • 13. 10/7/2013 #bbcon 13 How to clean up the duplicate accounts in your database? DO YOU KNOW… Benefits: Running the Duplicate Report on a weekly basis will help keep your database clean and your reports accurate. Tip: Make sure each user at your organization has the Duplicate Check on Save option turned on to reduce duplicates when adding accounts manually.
  • 14. 10/7/2013 #bbcon 14 How much money is expected to come in over the next 5 years from pledges and recurring gifts? DO YOU KNOW… Benefits: This report will allow you to project how much each fund will be making in the future. It can help with budget planning and it allows you to drill into each year for a monthly breakdown.
  • 15. 10/7/2013 #bbcon 15 Which donors have given to your organization consecutively for the last 3 years? DO YOU KNOW… Benefits: Identify those donors that have been consistently loyal to your organization. You may want to do some prospect research on these donors and see if you can ask them for a larger donation or to make a larger pledge to your mission.
  • 16. 10/7/2013 #bbcon 16 Which approaches have been most successful? DO YOU KNOW… Benefits: Identify which approaches have been responsible for brining in the most money to your organization and then strategize on ways to make those approaches even more successful. You can also see which approaches need more work or attention.
  • 17. 10/7/2013 #bbcon 17 Which constituents have increased their donations this year and which ones have decreased their donations? Or how many new donors your organization has obtained this year? Or how many donors your organization has recaptured this year? DO YOU KNOW… Benefits: This report has it all! It allows you to quickly see the health of your organization compared to last year.
  • 18. 10/7/2013 #bbcon 18 How to save time and stay update to date? DO YOU KNOW… Benefits: Most of our eTapestry Standard Reports can be scheduled to run automatically. Scheduling reports saves you time and it keeps you updated on the health of your organization’s fundraising efforts.
  • 19. 10/7/2013 #bbcon 19 QUESTIONS?
  • 20. 10/7/2013 #bbcon 20 TWEET ABOUT YOUR SESSION #ETAPWOW-INDUCINGREPORTS #FUNDRAISINGWITHETAPESTRY