Frequently used stock reports

The Stock Reporting library is a collection of reports that give you simple solutions to many of the common challenges you might face when running your program. Some of these represent data that isn’t available anywhere else, while others greatly simplify your reporting needs by taking custom calculations of formulas in the ad hoc editor, packaging them up in an easy-to-use stock report.

If you are new to Benevity Reporting, the stock reports are a great place to get started. And remember, you are able to adjust the filters applied to any report to get the results you are looking for (like date ranges or active and inactive budgets).

Below is a list of some of the most commonly used stock reports. There's also the full library of reports to help you in a way that makes the most sense for you.


Donation Report – Summary

  • Break down your monthly invoice by category totals that include foundation, currency and donation source.
  • Updates: Daily, and we recommend scheduling this report on the second of each month for complete results. 

Donations & Volunteer Hours by Year

  • Compare your users’ annual donation amounts and rewards, as well as corporate matches and volunteer hours for each calendar year. This stock report is a great way to dig into the trends of your program. You’ll be able to see what is happening, segmented by the experience or currency you need.
  • Updates: Daily

Participation by Custom Field

  • Gain insights into engagement using segments from your demographic data and use specific date range filters to narrow or expand your view. This report allows you to understand trends in participation and where to focus your attention as you plan your next efforts. Check out this article to see how to use this report to segment some of your key metrics.
  • Updates: Daily

New Hires Accepted Terms of Use

  • Gather information on the number of users you’ve added to your program over the past 12 months and see who has logged in to Spark and accepted the terms of use. This report allows you to see how you are capturing the attention of a very important group of cohorts at your organization … the new hires!
  • Updates: Daily

Budget Usage

  • The budget usage report is a breakdown of your budget that updates in real time. This allows you to track your budget closely, up to the second, and is especially handy when running a disaster relief or major special match campaign.
  • Updates: Real time

Giving Opportunities

  • Evaluate the success of your giving opportunities by using the data from this report that includes donation amounts, number of donors and amount given per donor. There's also a filter to help you see, at a glance, the Peer Match giving opportunities happening across your program.
  • Updates: Daily

 

For additional support, contact us at help@benevity.com.

 

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