Fundraising reporting
See revenue, recognition, and influence without mixing them.
Review donors, gifts, soft credits, household giving, pledges, campaigns, sponsorships, events, mission trips, communication, tasks, and program results without rebuilding the same totals in a separate reporting file.
Standard reporting begins on Launch. Growth adds custom and scheduled reports; Scale adds cross-program and board-ready scope; Network adds multi-entity rollups.
Traceable totals
Move from a summary to the original gifts, donors, soft-credit recipients, programs, and date rules behind it so finance and development can reconcile the result.
Reports by program
Use the same relationship and financial records for campaign, sponsorship, event, trip, stewardship, and portfolio reporting.
Stewardship attribution
Separate direct gifts, soft-credit recognition, and influenced totals for DAF, matching-gift, household, tribute, and solicitor scenarios.
Define, verify, and share the report
A useful report states its record scope, date basis, filters, ownership, and delivery method.
Step 1
Choose the question
Start with the decision the report supports, such as campaign results, retained donors, outstanding pledges, event revenue, or work completion.
Step 2
Set the record and date rules
Choose the relevant programs, entities, transaction states, funds, campaigns, recognition rules, and reporting period.
Step 3
Reconcile the detail
Inspect the original donor, received amount, recognition amount and type, household scope, exclusions, refunds, duplicates, and ownership questions before sharing.
Step 4
Deliver the approved view
Save, schedule, present, or export the report using the controls included in your plan and implementation.
Report evidence
Trace a total back to the records that produced it.
A report is defensible when its definition, rows, related records, and export use the same stated rules.
- Definition
Record type, columns, filters, date rules, and sort
Saved reports preserve the question being asked instead of relying on a one-off spreadsheet formula.
- Attribution
Original donor, received gift, soft-credit recipient, type, and amount
Soft-credit views keep recognition traceable to the underlying gift while direct revenue remains on the legal donor record.
- Delivery
Preview, detailed rows, related records, schedule, and export
Staff can review the source rows before saving, scheduling, or exporting the approved view.
Ask to run a soft-credit report, open an underlying gift, compare direct and influenced totals, and export the same filtered rows.
Reporting scope that affects plan fit
- Launch covers standard operational reports and exports for one focused development operation.
- The report catalog includes soft-credit influencer and soft-credit donation views with original-donor and recognition details.
- Growth adds custom report configuration and scheduled delivery for multiple programs.
- Scale adds cross-program and portfolio views, advanced automation, approvals, and implementation support.
- Network covers multi-entity rollups, local-versus-central access, custom governance, and organization-specific reporting architecture.
Explore Gratona by fundraising goal