Your reports tab allows you to view stats, view transaction details, and export reports from all of your campaigns. Watch the video below for a quick overview.
A major donor report is a report of all of your donors who have donated above a certain amount (you get to determine what amount makes someone a major donor for your organization). For this example, let's say that we've decided that anyone who has donated $500 or more is considered a major donor for our organization.
Here's how we can create a report of these donors on Flipcause:
STEP 1: PREPARE YOUR REPORT & FILTERS
Go to Reports > Activity Tracker Reporting (also accessible from Activity Tracker > Contact Reporting).
The key to pulling a major donor report lies in filtering by All Time Contribution $ Amount.
Since we're looking for donors who have donated at least $500, we will set the filter:
- Filter = All Time Contribution $ Amount
- Parameter = Is more than
- Values = 499
If you are looking for all of your major donors in a specific time frame, you can add a filter using one of the date fields.
Click Generate Report.
STEP 2: DRILL DOWN YOUR DATA
Click Custom Report (a popup overlay will appear to allow you to pick the fields you want in your report).
Find the following fields: (tip: copy & paste these and search for them)
- First Name & Last Name fields
- Email (and/or any other desired contact fields)
- All Time Donations - This is the number of times the donor has donated to your organization.
- All Time Donation Amount - This is the total dollar amount the donor has donated to your organization.
- Optional: any [YEAR] Donation Amount - The dollar amount the donor has donated in a specific year. (There is a different field for each year of donations logged in your database)
Pro tip: Create an Export Profile with these fields, so you do not have to search for them each time you pull this report.
Pro-tip #2: Consider mass tagging these donors as Major Donors in your Activity Tracker.
STEP 3: EXPORT YOUR REPORT
Select "Send me the report via email (CSV format)" (the field will auto-fill the logged-in user’s email), and click Get Report. You will be emailed a link to download your generated CSV file.
Now you have a list of all donors who contributed at a certain minimum level. You have their names, contact information, and donation habits for targeting and outreach to motivate them to give again!
*Important Note: In Flipcause, "Contribution Amount" indicates any contribution, which includes all financial activities, including; donations, registrations, online store purchases, sponsorships, etc. With major donor reports, it's up to you which way to treat your contributors: filter by Donation activity specifically (donors), or filter by any financial contribution activity. If you're looking specifically for donations, make sure to use the [YEAR] Donations and [YEAR] Donations Amount fields. If you're looking for overall contributions, you'll want to use the [YEAR] Contributions and [YEAR] Contribution Amount fields instead.