![\"\"](\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2020\/10\/HalloweenMonsters_Frankenstein-1-e1603987522720.png\")
<\/figure><\/div>\n<\/div>\n\n\n\n
Stop Frankenstein-ing Your Reports! Use Our Custom Reports Instead<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nHave you ever found yourself cobbling together reports from various sources? Or hacking apart and rebuilding an existing report to make it give you the information you want? If you have, you\u2019ll love our reporting system.<\/p>\n\n\n\n
Your Qgiv account includes tons of different default reports that give you a birds-eye view of your transaction activities, recurring payments, registrations, and more. They\u2019re great reports that give you access to a broad variety of data points and insights.<\/p>\n\n\n\n
You often need your reports to show you a very specific set of data. Maybe you want to pull a list of everyone who\u2019s donated to a particular restricted fund in the last quarter. Or a list of people who have registered for your event this week. Or even a list of people who donated last year but haven\u2019t given yet again this year.<\/p>\n\n\n\n
You can do exactly that! Choose a report, then use sets of filters to pull exactly the information you want. Afterward, you can save those custom filter sets so you can run that custom report again without rebuilding it.<\/p>\n\n\n\n
\n\n![\"\"](\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2020\/10\/HalloweenMonsters_Vampire-e1603987666913.png\")
<\/figure><\/div>\n<\/div>\n\n\n\n\n
Make Tracking Important Stats Less Draining<\/em><\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nTracking important insights and statistics helps you gauge your growth, success, and opportunities for improvement. But gathering and tracking the most useful metrics can often feel like it sucks up all your time and energy.<\/p>\n\n\n\n
That\u2019s why Qgiv\u2019s Advanced Statistics tool is so useful<\/a>. When your account contains a year\u2019s worth of fundraising data, your dashboard will display some helpful metrics. Advanced Statistics tracks:<\/p>\n\n\n\n- The number of new donors<\/li>
- The number of at-risk and lapsed donors<\/li>
- Donor retention and churn rates<\/li>
- The number of one-time and recurring donors<\/li>
- Your donors\u2019 average gift amounts<\/li><\/ul>\n\n\n\n
After a year of Qgiv transactions, you can easily track these metrics at a glance or run in-depth reports to get a more complete view of your performance. Understanding these metrics can help you tweak donor retention rates, guide marketing decisions, and evaluate opportunities for growth!<\/p>\n\n\n\n
\n\n![\"\"](\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2020\/10\/HalloweenMonsters_Scarecrow-e1603987825735.png\")
<\/figure><\/div>\n<\/div>\n\n\n\n\n
Don\u2019t be Scared Silly by Donor Summaries<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nImagine it: it\u2019s a dark and stormy night\u2026 And it\u2019s tax season. Suddenly, a new email appears in your inbox. It\u2019s one of your donors\u2014and they want a summary of their giving activity over the last year so they can claim it on their taxes. Is there anything scarier than having to parse through your various spreadsheets to find that information?<\/p>\n\n\n\n
Don\u2019t worry if your donors request summaries of their donations\u2014sending them that information is easy! Use Qgiv\u2019s donor summary tool<\/a> to send emails with attached PDFs containing the donor\u2019s giving history. Simply choose the donors to whom you\u2019d like to send that information to, use the simple interface to create an email for your donors, and send them off. Each donor\u2019s unique summary will be attached to those emails automatically.<\/p>\n\n\n\n\n\n![\"\"](\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2020\/10\/HalloweenMonsters_Zombie-e1603987894968.png\")
<\/figure><\/div>\n<\/div>\n\n\n\n\n
Make Offline Donation Tracking a No-Brainer<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nDonations are great. Getting an in-person donation can be even better because you get to see and thank the donor in person. But managing and tracking those offline donations can require a little extra brainpower, especially if you need to attribute them to a particular campaign or event.<\/p>\n\n\n\n
Luckily, Qgiv has two tools that can make this easier for you.<\/p>\n\n\n\n
The first is our Offline Donation Import, where you can upload batches of cash or check donations to your account. You can add memo and donor information to that upload so you can use that data to follow up with your supporters. Once you\u2019ve uploaded those gifts to your account, they\u2019re reflected in your campaign totals, fundraising thermometers, reports, and donor summaries.<\/p>\n\n\n\n
If you find yourself needing to process a check or a face-to-face credit card donation, that\u2019s easily handled by our Virtual Terminal tool. Simply log in, enter the donor\u2019s gift and payment information, and you\u2019re done! It\u2019s a no-brainer!<\/p>\n\n\n\n
\n\n![\"\"](\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2020\/10\/HalloweenMonsters_Mummy-e1603987993354.png\")
<\/figure><\/div>\n<\/div>\n\n\n\n\n
De-Crypt (Get It?) Your Donors\u2019 Giving Preferences<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nHave you ever wondered if donors prefer suggested donation amounts or not? Or if adding a photo to the top of your donation form really does make a difference? Use Qgiv\u2019s Form Comparison tool to unwrap your donors\u2019 preferences!<\/p>\n\n\n\n
Comparing two or more of your forms can give you unique insight into what your donors want from their donation experiences. You can compare campaigns year over year, A\/B test your forms, and even compare events! Once you\u2019ve identified what form elements (or types of events, styles of fundraisers\u2014the possibilities are endless!), you can apply what works to your other forms.<\/p>\n\n\n\n
\n\n![\"\"](\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2020\/10\/HalloweenMonsters_Ghost-e1603988073149.png\")
<\/figure><\/div>\n<\/div>\n\n\n\n\n
Banish the Specter of Tedious Data Entry<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nHave you ever closed your eyes and seen the rows and columns of a spreadsheet? If you have, you know that the ghost of data entry can haunt you long after the task is complete! But you can finally lay your manual data entry tasks to rest by using one or more of Qgiv\u2019s different service integrations<\/a>.<\/p>\n\n\n\nYour Qgiv account can integrate with some of the industry\u2019s top CRMs, which means you can set your donor data to automatically sync to your CRM\u2014no manual entry required. If we don\u2019t integrate with your preferred platform, we\u2019ll help you set up custom data mappings so you can download a spreadsheet and upload it to your CRM without manually matching columns to the right fields every time you sync your information. Use an email integration to communicate with your donors effectively\u2014there\u2019s even an integration with QuickBooks Online! If we don\u2019t integrate with your favorite services, use our Zapier integration to build a custom solution that will save you time.<\/p>\n\n\n\n
<\/figure><\/div>\n<\/div>\n\n\n\n
Make Tracking Important Stats Less Draining<\/em><\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nTracking important insights and statistics helps you gauge your growth, success, and opportunities for improvement. But gathering and tracking the most useful metrics can often feel like it sucks up all your time and energy.<\/p>\n\n\n\n
That\u2019s why Qgiv\u2019s Advanced Statistics tool is so useful<\/a>. When your account contains a year\u2019s worth of fundraising data, your dashboard will display some helpful metrics. Advanced Statistics tracks:<\/p>\n\n\n\n- The number of new donors<\/li>
- The number of at-risk and lapsed donors<\/li>
- Donor retention and churn rates<\/li>
- The number of one-time and recurring donors<\/li>
- Your donors\u2019 average gift amounts<\/li><\/ul>\n\n\n\n
After a year of Qgiv transactions, you can easily track these metrics at a glance or run in-depth reports to get a more complete view of your performance. Understanding these metrics can help you tweak donor retention rates, guide marketing decisions, and evaluate opportunities for growth!<\/p>\n\n\n\n
\n\n<\/figure><\/div>\n<\/div>\n\n\n\n\n
Don\u2019t be Scared Silly by Donor Summaries<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nImagine it: it\u2019s a dark and stormy night\u2026 And it\u2019s tax season. Suddenly, a new email appears in your inbox. It\u2019s one of your donors\u2014and they want a summary of their giving activity over the last year so they can claim it on their taxes. Is there anything scarier than having to parse through your various spreadsheets to find that information?<\/p>\n\n\n\n
Don\u2019t worry if your donors request summaries of their donations\u2014sending them that information is easy! Use Qgiv\u2019s donor summary tool<\/a> to send emails with attached PDFs containing the donor\u2019s giving history. Simply choose the donors to whom you\u2019d like to send that information to, use the simple interface to create an email for your donors, and send them off. Each donor\u2019s unique summary will be attached to those emails automatically.<\/p>\n\n\n\n\n\n<\/figure><\/div>\n<\/div>\n\n\n\n\n
Make Offline Donation Tracking a No-Brainer<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nDonations are great. Getting an in-person donation can be even better because you get to see and thank the donor in person. But managing and tracking those offline donations can require a little extra brainpower, especially if you need to attribute them to a particular campaign or event.<\/p>\n\n\n\n
Luckily, Qgiv has two tools that can make this easier for you.<\/p>\n\n\n\n
The first is our Offline Donation Import, where you can upload batches of cash or check donations to your account. You can add memo and donor information to that upload so you can use that data to follow up with your supporters. Once you\u2019ve uploaded those gifts to your account, they\u2019re reflected in your campaign totals, fundraising thermometers, reports, and donor summaries.<\/p>\n\n\n\n
If you find yourself needing to process a check or a face-to-face credit card donation, that\u2019s easily handled by our Virtual Terminal tool. Simply log in, enter the donor\u2019s gift and payment information, and you\u2019re done! It\u2019s a no-brainer!<\/p>\n\n\n\n
\n\n<\/figure><\/div>\n<\/div>\n\n\n\n\n
De-Crypt (Get It?) Your Donors\u2019 Giving Preferences<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nHave you ever wondered if donors prefer suggested donation amounts or not? Or if adding a photo to the top of your donation form really does make a difference? Use Qgiv\u2019s Form Comparison tool to unwrap your donors\u2019 preferences!<\/p>\n\n\n\n
Comparing two or more of your forms can give you unique insight into what your donors want from their donation experiences. You can compare campaigns year over year, A\/B test your forms, and even compare events! Once you\u2019ve identified what form elements (or types of events, styles of fundraisers\u2014the possibilities are endless!), you can apply what works to your other forms.<\/p>\n\n\n\n
\n\n<\/figure><\/div>\n<\/div>\n\n\n\n\n
Banish the Specter of Tedious Data Entry<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nHave you ever closed your eyes and seen the rows and columns of a spreadsheet? If you have, you know that the ghost of data entry can haunt you long after the task is complete! But you can finally lay your manual data entry tasks to rest by using one or more of Qgiv\u2019s different service integrations<\/a>.<\/p>\n\n\n\nYour Qgiv account can integrate with some of the industry\u2019s top CRMs, which means you can set your donor data to automatically sync to your CRM\u2014no manual entry required. If we don\u2019t integrate with your preferred platform, we\u2019ll help you set up custom data mappings so you can download a spreadsheet and upload it to your CRM without manually matching columns to the right fields every time you sync your information. Use an email integration to communicate with your donors effectively\u2014there\u2019s even an integration with QuickBooks Online! If we don\u2019t integrate with your favorite services, use our Zapier integration to build a custom solution that will save you time.<\/p>\n\n\n\n
- The number of new donors<\/li>
- The number of at-risk and lapsed donors<\/li>
- Donor retention and churn rates<\/li>
- The number of one-time and recurring donors<\/li>
- Your donors\u2019 average gift amounts<\/li><\/ul>\n\n\n\n
After a year of Qgiv transactions, you can easily track these metrics at a glance or run in-depth reports to get a more complete view of your performance. Understanding these metrics can help you tweak donor retention rates, guide marketing decisions, and evaluate opportunities for growth!<\/p>\n\n\n\n
\n\n<\/figure><\/div>\n<\/div>\n\n\n\n\n
Don\u2019t be Scared Silly by Donor Summaries<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nImagine it: it\u2019s a dark and stormy night\u2026 And it\u2019s tax season. Suddenly, a new email appears in your inbox. It\u2019s one of your donors\u2014and they want a summary of their giving activity over the last year so they can claim it on their taxes. Is there anything scarier than having to parse through your various spreadsheets to find that information?<\/p>\n\n\n\n
Don\u2019t worry if your donors request summaries of their donations\u2014sending them that information is easy! Use Qgiv\u2019s donor summary tool<\/a> to send emails with attached PDFs containing the donor\u2019s giving history. Simply choose the donors to whom you\u2019d like to send that information to, use the simple interface to create an email for your donors, and send them off. Each donor\u2019s unique summary will be attached to those emails automatically.<\/p>\n\n\n\n
\n\n<\/figure><\/div>\n<\/div>\n\n\n\n\n
Make Offline Donation Tracking a No-Brainer<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nDonations are great. Getting an in-person donation can be even better because you get to see and thank the donor in person. But managing and tracking those offline donations can require a little extra brainpower, especially if you need to attribute them to a particular campaign or event.<\/p>\n\n\n\n
Luckily, Qgiv has two tools that can make this easier for you.<\/p>\n\n\n\n
The first is our Offline Donation Import, where you can upload batches of cash or check donations to your account. You can add memo and donor information to that upload so you can use that data to follow up with your supporters. Once you\u2019ve uploaded those gifts to your account, they\u2019re reflected in your campaign totals, fundraising thermometers, reports, and donor summaries.<\/p>\n\n\n\n
If you find yourself needing to process a check or a face-to-face credit card donation, that\u2019s easily handled by our Virtual Terminal tool. Simply log in, enter the donor\u2019s gift and payment information, and you\u2019re done! It\u2019s a no-brainer!<\/p>\n\n\n\n
\n\n<\/figure><\/div>\n<\/div>\n\n\n\n\n
De-Crypt (Get It?) Your Donors\u2019 Giving Preferences<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nHave you ever wondered if donors prefer suggested donation amounts or not? Or if adding a photo to the top of your donation form really does make a difference? Use Qgiv\u2019s Form Comparison tool to unwrap your donors\u2019 preferences!<\/p>\n\n\n\n
Comparing two or more of your forms can give you unique insight into what your donors want from their donation experiences. You can compare campaigns year over year, A\/B test your forms, and even compare events! Once you\u2019ve identified what form elements (or types of events, styles of fundraisers\u2014the possibilities are endless!), you can apply what works to your other forms.<\/p>\n\n\n\n
\n\n<\/figure><\/div>\n<\/div>\n\n\n\n\n
Banish the Specter of Tedious Data Entry<\/strong><\/h2>\n<\/div>\n<\/div>\n\n\n\nHave you ever closed your eyes and seen the rows and columns of a spreadsheet? If you have, you know that the ghost of data entry can haunt you long after the task is complete! But you can finally lay your manual data entry tasks to rest by using one or more of Qgiv\u2019s different service integrations<\/a>.<\/p>\n\n\n\n
Your Qgiv account can integrate with some of the industry\u2019s top CRMs, which means you can set your donor data to automatically sync to your CRM\u2014no manual entry required. If we don\u2019t integrate with your preferred platform, we\u2019ll help you set up custom data mappings so you can download a spreadsheet and upload it to your CRM without manually matching columns to the right fields every time you sync your information. Use an email integration to communicate with your donors effectively\u2014there\u2019s even an integration with QuickBooks Online! If we don\u2019t integrate with your favorite services, use our Zapier integration to build a custom solution that will save you time.<\/p>\n\n\n\n