There are a number of detailed reports available that provide valuable insights into the performance and progress of regular giving programmes. These reports enable users to track key metrics such as donor retention, giving trends, income growth, gift fulfilment, and overall programme effectiveness.
By reviewing this information regularly, organisations can monitor progress against targets, identify opportunities for improvement, and make informed decisions to strengthen donor engagement and maximise long-term fundraising outcomes.
Regular Payments Summary Report
This report allows users to view all regular payment schedules, grouped and sorted by schedule status. Users can filter the results by Status, Frequency, Payment Type, Product, Operation, and End Status to easily locate and review specific payment schedules.
Online Regular Giving Summary Report
List of all Regular Giving Schedules that were successfully created or had creation attempted through the Widget.
Regular Giving Performance Report
This report compares new regular givers acquired during the selected month against the outcomes of their scheduled billing transactions, highlighting both successful and failed payments. The report provides insight into new donor acquisition, attrition and payment performance, helping users monitor conversion and retention trends. Results can be filtered by the scheduled billing date to analyse activity within a specific billing period.
Regular Giver Totals: New, Successfully Processed, and Failed Payments by Payment Type - View by Payment Type to Identify trends.
Monthly Regular Givers – Displays the total number of regular givers processed each month, along with a summary of new donors, failed payments, and successfully processed donations.
Attrition Reporting – View attrition by the reason regular givers ended their giving schedules. Customised reasons can also be recorded and reported on to provide greater insight and detail into donor retention trends
Regular Payments Transactions
View all regular givers alongside their complete transaction history, including payment dates, amounts, payment methods, and transaction statuses. Track giving activity over time, identify missed or failed payments, monitor donor engagement, and gain a comprehensive understanding of each giver’s contribution history.
