There are three reporting sections within Stellar; My Reports, Company Reports & Standardized Reports. This article will focus on explaining the different kind of Standardized Reports. These reports are assessable by anyone with Superadmin access in your Stellar Instance.
Standardized Reports
All Time Donor Summary
Get donor LTV and donation data from one or all pools for all time.
Get donor LTV and donation data from one or all pools for all time.
Donor Summary
Get all donors for a pool or all pools within a certain time frame.
Get all donors for a pool or all pools within a certain time frame.
New Donors Report
Get all new donors for a pool or all pools within a certain time frame.
Get all new donors for a pool or all pools within a certain time frame.
Annual Donor Report
Get all donors for a pool or pool with specific year.
Get all donors for a pool or pool with specific year.
Donations Detail
Get all the donations within a date range providing transaction level detail.
Get all the donations within a date range providing transaction level detail.
Recurring Donations Summary
Get all recurring donations and their current status along with totals.
Get all recurring donations and their current status along with totals.
Donations with Soft Credit Summary
Get all donors based on either donations or soft credits and their LTV.
Get all donors based on either donations or soft credits and their LTV.
Mailing List
This report will pull contacts who have mailable addresses.
This report will pull contacts who have mailable addresses.
LYBUNT
Stands for Last Year But Unfortunately Not This. This report will give you all donors who didn’t give this year, but did donate last year.
Stands for Last Year But Unfortunately Not This. This report will give you all donors who didn’t give this year, but did donate last year.
SYBUNT
Stands for Some Year But Unfortunately Not This. This report will give you all donors who didn’t give this year, but did donate some year in the past.
Stands for Some Year But Unfortunately Not This. This report will give you all donors who didn’t give this year, but did donate some year in the past.