A Deeper Look at Reporting Changes in Sage Fundraising 50 – C-NPS16

Jill Steward

Jamy Squillace

Yvonne Finney

Introduction

• Jamy Squillace, Product Manager, Sage Fundraising 50 and Sage Fundraising Online

• Jill Steward, Product Manager, Sage Millennium

• Yvonne Finney, Professional Services Consultant

• This presentation will be available online after the conference. You will receive an email for the Summit session website approximately 1-2 weeks after Summit.

• Follow us on Twitter: @Sage_Summit– Use the official Summit hashtag: #SageSummit

Session Objectives

• By participating in this session, you will be able to:

– Create a report in Sage Fundraising 50 with new custom fields– Run the and interpret the new Analytical reports– Provide feedback on future reporting enhancements

Reporting Changes

• New Custom Fields tab has selectable fields that can be added

• Up to four fields can be added to the report

• Customization added to the following reports:– Constituent List by Attribute– Donor List– Donor List by Attribute– Activity List– Activity List by Section/Row– Activity List by table

Customizable Reports

Customizable Reports

• Fields can be added in a box under existing information on a row

• Fields can also be added in a new column

Customizable Reports

Box

Column

Customizable Reports

Choice of name type on donor statement

• Allows for the user to specify which name type should appear on the Donor Statement

• A type can be chosen that may not exist for all constituents, for example:The type of Formal is chosen, but some of the selected constituents do not have a Formal nameFor those constituents without a Formal name

Customizable Reports

Customizable Reports

• Additional information can be added to the Cross Reference report

• Fields from the Basic Card can be added to both sides of the relationship on the report

Customizable Reports

Customizable Reports

New Standard Reports

• Upgrade Downgrade in Annual Donors

• Has the ability to compare the quantity of donations made from the past year to the current year, reflecting increase or decrease in the number of donors.

Customizable Reports

The transaction type and Fiscal Year or YTD are chosen by the user

New Standard Report

New Standard Report

Long Term Value of Donors Acquired

Produces a five year summary of giving trends for a selected group of newly acquired donors.

Includes yearly renewal statistics on total number of gifts, total amount given, average amount given, average number of gifts per donor, percent of original donors responding, percent of donors giving multiple gift, percent never giving a second gift, yearly renewal performance and the long term dollar value of acquired donors.

New Standard Report

Future Reporting Enhancements

• What other standard reports would you like to see have custom fields available?

• What additional standard reports would you like to have in Sage Fundraising 50?

• What types of functionality would you like to see added to reporting?

• What types of formatting would you most like to be able to control?

• If you are also using other Sage products (Fund Accounting or Sage Fundraising Online) – would you be interesting in cross-product reporting?

Summary

• With release 9.0 we are making steps toward more customizable reporting in Sage Fundraising 50 – we have added optional fields to several current reports.

• We have also created two new standard analytical reports adding a new dimension to reporting in Fundraising 50.

• We are continuing to solicit and collect information from you on what you would like to see available in future versions of Sage Fundraising 50.

Additional Learning Opportunities

• For information about additional learning opportunities visit www.sageu.com (Sage University).

• Training options include:

– Anytime Learning—Recorded online training sessions.

– Realtime Learning—Live, online learning.

– Replay Learning—Recordings of live classes.

Your Feedback is Important to Us!

• Please visit a Sage SummitSurvey kiosks to complete the evaluation form for this session.

• Remember each completed survey form is another entry for one of three iPad drawings.

• Your feedback helps us improve future sessions and presentation techniques.

• Please include your session code on the evaluation form: C-NPS16

Contact Us

• Jamy Squillace– Product Manager, Sage Fundraising 50 and Sage Fundraising Online – jamy <dot> squillace <at> sage <dot>com

• Jill Steward– Product Manager, Sage Millennium – jill<dot>steward <at> sage <dot>com

• Yvonne Finney– Professional Services Consultant– Yvonne <dot> Finney <at> sage <dot> com

• Follow us on Twitter: @Sage_Summit– Use the official Summit hashtag: #SageSummit

• Thank you for your participation.