Reports are available to help you quickly gain insights into your Donate and Volunteer programs.
Permissions
Anyone with the Reports Manager role can access the following reports.
Participation report
This report summarizes participation rate by timeframe and any field provided in your demographic data. Use it to see how the participation rate changes over time and provide quick program updates to others in your company. To view this report, sign in to your site and go to Manage > Reports > Participation.
What you can do with the report:
- Get the participation rate for your company
- See how participation rates have changed over time
- Compare participation rates between groups
- Export the data as a CSV for further customizing
Learn more: Report: Participation
Company impact report
This report shows your company’s overall participation rates, dollars donated, hours volunteered, and Missions activities completed. Use it to see your overall impact, or how individual teams are making a difference. To enable and customize this report, sign in to your site and go to Manage > Site Settings > Company Impact. When enabled, all users can access the report from the dashboard, directly below their name and profile image.
Learn more: What is the company impact report?
Donation Reports (DR)
This report displays a list of all your monthly Donation Reports and their payment. Use it to ensure invoices are paid on time, and to consult with your Accounts Payable team if they are overdue. To view this report, sign in to your site and go to Manage > Reports > Donation Reports (DR).
Learn more: Report: Donation Reports (DR)
Giving report
This report shows donations by time or user characteristics, like location or department. Use it to see giving trends across your company. To view this report, sign in to your program and go to Manage > Reports > Giving.
Learn more: Report: Giving
Volunteering report
This report shows volunteering by time or user characteristics. Use it to see volunteering trends across your company. To view this report, sign in to your program and go to Manage > Reports > Volunteering.
Learn more: Report: Volunteering