Retention Report

Have a canned report for Donor Retention that shows New Donors retained, existing donors retained and total donors retained between two time periods. Your eTapestry product has a great report that does this and having this same ease for reporting on such a commonly used data metric would be awesome.

  • Guest
  • Dec 11 2014
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  • Guest commented
    March 18, 2016 00:00

    This is under dashboard called donor giving analysis. It is a good report but poorly designed as it only properly works when comparing full year to a full year. If you compare any other time frame such as last month it only compares to the previous month in which your only retained donors are your monthly donors. I have been asking for changes to this report since it first came out and no deal. But if you need to do this report only once a year it is a good report.

    As a dashboard however, be very careful and not refresh it once you run it as the date options stink and you may never be able to get back that original data.