Reporting

If you have requested the reporting tool through our form, you should see 19 reports included in your installation. The reports are from Comparative, Designations, Donor Category, Financial Report, Household, Mailing list, Statements, Relationship, Sponsorship, and Projected Revenue. Each report is designed and focused to show data that are an important tool specifically for the Finance Department. The columns available are based on the common needs of the Finance Department to keep track of and assess the donations coming in through Site Stacker. Filtering the data is also easy, as the filter provides a list of important ranges crucial for a report. Reports can also be exported as a CSV file, or as a PDF file which can also be customized.

If you are interested in getting reports on your installation, fill out this form.