New Donors Report

The ‘New Donors’ report allows you to instantaneously identify your newest donors by showing those that gave their very first gift in the current month. 

You can...

1. Find out who has given for the first time so you can thank them (and ask them to set up a recurring gift!).
2. Pinpoint when someone decided to give for the first time (and ask what inspired them to make their first gift!).
3. Quickly see highest donation of new donors
4. Instantly see the most recent gift date and amount for each donor listed.
5. Easily see a donor's total donations, as well as which fund(s) they have donated to.
6. Effortlessly see your ‘grand total’ for all donations across all new donors.

Getting Started 

From the main Reports page click ‘Start Report’ via the ‘New Donors’ report tile.

Default Report Set-up

Once you enter the report page, you will note that the results table is already pre-populated with your real-time results based on the pre-set (and changeable) values in the Parameters sidebar.

In the New Donors Report, the four primary parameters are Who, Giving status and type, Funds and Date Range. In its default state, the report will return All Profiles (People & Organizations - if Organizations product is enabled on your account). Additionally, the first section is preconfigured to initially return: donors that Have Not Given, to tax-deductible funds since the beginning of giving through the last day of the last month in the current year.

• Who: all profiles       
• Giving Status & Type: Has Not Given, a Donation (recurring or non-recurring)
• Funds: all tax-deductible funds 
• Date Range: the first day giving was enabled through the last day of the last month in the current year

The second section is configured to initially return:  donors that Have Given, to tax deductible funds, in the current month.

• Giving Status & Type: Has Given, a Donation (recurring or non-recurring)
• Funds: all tax-deductible funds         
• Date Range: current month

Changing your Parameters

Although this report comes pre-populated with specific pre-set values as indicated above, you are also able to make changes to the parameters if you wish. Please reference the Changing Report Parameters and Filters article to learn more about options for adding/removing criteria to adjust the data in your report.

Report Results

The New Donors report shows up-to-the-moment data for donors who gave some type of donation to a tax-deductible fund for the very first time in the current month.

In the above report there is both a Total row and Total column which allow you to easily see the sum total of previous donations across your entire organization, along with the total donations for any given donor over the designated period. You can also see the details of each donor’s Last Gift Date and Last Gift Amount as well as a compiled list of Funds to which donations were made over that timeframe.

If you scroll over to the right in the table, you will also see demographic/info columns as follows:

• Email
• Phone
• Address
• City
• State
• Postal Code
• Tax ID (Organization only)
• Contact Note (Organization only)

Additional Navigation

The Profile column in the results table contains the First/Last or Organization name in a clickable button that will redirect to that profile’s detail page, along with the clickable dollar sign icon to redirect to the Transactions page filtered to that profile’s giving history. These buttons allow you to easily switch between the report, an individual's profile page, and their giving details, without having to go to the Profiles and Transactions pages and start a brand new search.

Revising/Running the Report

You are able to update any of the pre-selected parameters as desired. It’s important to note that the table data will not automatically update as you make different filter selections. If you want to see new results after changing any filters from the default, click the Run button to re-run the report with the new set of filters.

More info on the various sections and options in the sidebar that you can change is available in our  'CHANGING REPORT PARAMETERS AND FILTERS ' article.  There you will see how easy it is to change the preselected report parameters and get customized results with a click of a button!

Sharing the Report

Click on the “Share Report” button (or link icon, in collapsed view) in order to copy the URL link containing your parameter selections and paste to save or share with another admin.

Downloading the Report

Click on the “Download Results” button/menu in order to download a CSV file containing all the data in your report. You will have an option to download your results by Individual or by Household. The filename will include the date and time the report was created.

Note: you will need to have the Household product enabled to see/allow this type of download

Check out our short video below on New Donor Reports!