Intro to reports

Accessing reports

The pages in your account menu have summary lists of information. These lists also function as reports you can view, edit, and save. These core reports help many nonprofits with their everyday needs.

You can also access reports through Reporting in your account menu. Select General Reports to view some recommended templates. To view any reports you saved, select My Reports. Read on to find descriptions of the core reports and recommended reports.

Core reports

The core reports appear on their respective menu pages. Look below for a list of the pages with reports and the descriptions.

Campaigns

• View the Campaign page for a full list of your campaigns
• Use the list as a report of past and current campaign performance
• View which campaigns are the most successful and which might need more attention
• Select a campaign to open an overview page and access editing tools

Supporters

• View the Supporters page for a full list of supporters who interact with you through GoFundMe Pro
• Use the list as a report of supporter information (names, the amount they donate or fundraise, and more)
• Select the Supporter ID number to view more details about a specific supporter

Transaction History

• View the Transaction History page for a full list of transactions processed through GoFundMe Pro
• Use the list as a report for tracking donations, as well as ticket and registration purchases
• Select a Transaction ID number for more details about a specific transaction

Order Items

• This report only shows transactions made from campaigns using Giving Cart
• Select an Order ID number to be taken to the transaction record for individual contributions that were a part of the transaction

Recurring Giving Plans

• View the Recurring Giving Plans page for a full list of your recurring donors
• Use the list to check on the status of recurring donations
• Select a Recurring Giving Plan ID number for more details about the recurring donation

Attendees

• Use this report to view your past and current event attendees
• Select a row to view more details about a specific attendee

Fundraising Pages

• View the page for a list of supporters who created fundraising pages
• Use this report to check on the past and current fundraiser performance
• Identify which fundraisers need celebration or coaching
• Select a Fundraising Page ID number to view more details about a specific fundraiser

Fundraising Teams

• View the page for a full list of fundraising teams created by supporters
• Use this report to check on the past and current team performance
• Check out which teams are the most successful and which might need some help
• Select a Fundraising Team ID number to view more details about a specific fundraising team

Recommended reports

The Recommended Reports are templates with information that many nonprofits find helpful. You can access them by selecting General Reports > Recommended Reports in your account's menu. For descriptions of the templates:

Top Donors

• A list of your high-value donors based on giving history
• Use this for appeals targeted at major gifts

Recurring Gift Prospects

• One-time donors who are good candidates to start a recurring plan
• Reach out to these donors to invite them to give monthly

Recurring Gift Increase Opportunities

• List of recurring donors who are likely to increase their recurring giving
• Report includes personalized upgrade links for each supporter
• Find out how to send these links and what the donor's experience is

Upcoming Expiring Recurring Plans

• Recurring donations with upcoming credit or debit card expirations
• Reach out to supporters to update the payment information

Returning 1-time Donors

• Donors who gave more than one donation to your organization
• Use this report to view supporters who are ready to become recurring donors

Failing Recurring Giving Plans

• A list of plans where the last transaction was unsuccessful
• Use this report to quickly reach out to donors and ask them to take action
• Find out more about recurring plans and statuses

Recurring Plans Over 1 Year

• All recurring donations that have been active for at least a year
• Use this report to evaluate how well you retain recurring donors

Inactive Top Donors

• Donors who have been inactive for over a year
• Reach out to them to remind them of your mission

Inactive Top Fundraisers

• A list of your fundraisers who haven't had a donation within the past week
• Reach out to them to offer advice on how to aquire more donations

International Transactions

• A list of fundraisers who gave with a foreign currency
• Use the report to build a donor base in other countries

Recently Refunded Transactions

• All recently refunded transactions
• Use the report to ensure your transaction records are up to date

GoFundMe Transactions

• Donors who gave to your Nonprofit Page on GoFundMe
• Use the report to track donations that came from your Nonprofit Page or fundraisers of your page on GoFundMe

My reports

You can also access any of your saved reports at any time. Select Reporting > My Reports in your account menu to do so.

Reading reports

There are two ways to create reports on GoFundMe Pro. You can create reports directly from menu pages, or you can select templates from General Reports > Recommended Reports. Once you create and save a report, you can select Reporting > My Reports to view any reports you saved.

Roll-up boxes

Reports comprise two parts. The first part includes the roll-up boxes that appear at the top of a report. These boxes roll-up or summarize a report and its key information.

The roll-up boxes that display depend on the report type. For example, the information in a campaign report and a supporters report differs. So, the roll-up boxes and their summaries differ.

List view

The second part of a report is the list view. This view contains the actual rows and columns of information in a report.

Sort rows

To sort the rows, select a column header. For example, selecting a column with text like campaign names would sort by A-Z and then Z-A order. Selecting a column with numbers would sort from lowest-highest and then highest-lowest.

Rearrange columns

To rearrange the columns, drag and drop the column header to the desired location.

Access more details

Select the ID number in a list for more details. The details that appear depend on the type of report you’re viewing. For example, selecting a Transaction ID number in a Transaction History report would open that transaction’s details.

Filters and columns

To view the filters applied to a report, or to apply more filters, select Advanced.

Additionally, selecting Columns allows you to add or remove columns to the report and reposition existing columns.

Reports share many filters and columns, but they also have a few unique ones. Reviewing the definitions for filters and columns can help you as you read reports.

Learn more about report's fields and columns

Connected accounts: roll-up reporting

Connected Accounts allow you to view data and perform actions across multiple GoFundMe Pro accounts. This is a good option if your organization operates multiple GoFundMe Pro accounts (example: having various accounts for different chapters in your organization).

Filter for Accounts

When you access a report, the Account filter shows all accounts you have an admin role for.

Select the dropdown to view a list of accounts. Then select the checkboxes for the accounts that have the data you want to view.

View the data

Roll-up Reporting

When you mark a checkbox, the data for that account will appear in the roll-up boxes at the top of your data. These boxes roll-up or summarize your data and its key information.

Record Details

The data for any selected accounts will also appear in the record or list of information on the page. If you select an individual record in the list, you can view its details. Example: on the Campaigns page, you can view a list of campaigns from multiple accounts. Selecting a campaign will display its details.

Common reports

There are a lot of possibilities when it comes to building reports. To help you get started, here are some reports that are used often:

• Pull a report of donors
• Pull a report of custom question responses