18 Dec 2008 No Comments
For nonprofits – Improvements to your reports and account area
Firstgiving has been listening to you and wants to make your life easier when gathering information about your fundraising, registration and donation information.
We’ve made changes to the reporting and account area. Login to your account to find out what updates have been made or contact us with feedback or questions.
Below are the changes we’ve made:
Registration report
- Unmerge all cells
- Indicate Offline as well as Online registrants
- Add the column Donation Reference Number, so that you can match-up the Financial and Registration reports
Fundraising page results report
- Unmerge all cells
- Make individual columns for Title, First Name, Middle Initial, and Last Name
- Make individual columns for Team Name and Team ID
- Break-down the cell for Address into Address 1 and Address 2
- Include a column for Unprocessed and Processed Donations together, as well as another column for Processed Donations only
- Unmerge all cells within the Donor details
- Make headings consistent within the Donor details
Donor report
- Unmerge all cells
- Make individual columns for Title, First Name, Middle Initial, and Last Name
- Break-down the cell for Address into Address 1 and Address 2
- Add the column Team ID
- Add the column Donations Status, where you can see which donations have been processed (examples of status types include Awaiting Authorization, Processed, and Rejected)
Financial report
- Unmerge all cells
- Make individual columns for the fundraisers’ and donors’ Title, First Name, Middle Initial, and Last Name, and Fundraiser ID
- Indicate whether the money is a Registration, Donation, or Direct Donation in the Payment Type column
- Break-down the Donor Address cell into Address Line 1, Address Line 2, City, State, Zip Code, and Country
IT Report
- Unmerge all cells
- Add the column Team ID
