Presented by Kimberly Hammer at bbcon 2013

1. 10/7/2013 #bbcon 1
Wow-Inducing Reports from
eTapestry
PRESENTED BY KIMBERLY HAMMER

2. 10/7/2013 #bbcon 2
DID YOU KNOW THAT ETAPESTRY COMES WITH
OVER 40 STANDARD REPORTS? IN TODAY’S
SESSION WE ARE GOING TO SHOW YOU HOW TO
UTILIZE SOME OF OUR FAVORITES.

3. 10/7/2013 #bbcon 3
• Query vs. Report
• eTapestry Standard Report Sets
• What’s in each report?
• Do you know…
AGENDA

4. 10/7/2013 #bbcon 4
QUERY VS. REPORT
Query (the funnel) Report (the output)
An advanced search engine that locates a
group of accounts or journal entries, based on
criteria that those entries share.
A tool used to allow you to select the fields you
want to display or use about the account or
journal entries in a query
Fixed preview Customizable
Must be ran through a report to export results Must be ran with a query
The “who” The “what”

5. 10/7/2013 #bbcon 5
ETAPESTRY STANDARD REPORT SETS
• Account Reports
• Recognition Reports
• Activity Summary Reports
• Journal Entry Reports
• Tribute Reports
• Soft Credit Reports
• Executive Reports
• Online Giving Reports
• eStore (Cart) Reports*
• Mass Email Reports
• Fundraiser Reports*
• Defined Fields Reports
• Social Networking Reports
* You will only see these sets if you have the Cart or Personal Fundraising Modules.

6. 10/7/2013 #bbcon 6
• You can quickly view what is in each report by clicking on the report
icon to the right of each Standard Report.
WHAT’S IN EACH REPORT?

7. 10/7/2013 #bbcon 7
• This will pull up a description of the report and explanations for the
columns.
WHAT’S IN EACH REPORT?

8. 10/7/2013 #bbcon 8
• Hover over the image to enlarge it and see an example of the report.
WHAT’S IN EACH REPORT?

9. 10/7/2013 #bbcon 9
NOW IT’S TIME FOR “DO YOU KNOW…”

10. 10/7/2013 #bbcon 10
Which 10 constituents have donated the most to your
organization so far this year?
Or the top 5 constituents to a specific Campaign?
DO YOU KNOW…
Benefits:
Quickly identify the top contributors to your organization or to a
specific Fund or Campaign.

11. 10/7/2013 #bbcon 11
How many donors you’ve lost over the last 5 years?
DO YOU KNOW…
Benefits:
Great for donor retention because it easily identifies past donors that
have not given yet this year or in recent years.

12. 10/7/2013 #bbcon 12
How to identify the auto processing transactions in your
database with credit cards that are about to expire?
DO YOU KNOW…
Benefits:
Avoid losing out on donations by proactively updating your donor’s
credit card information on their Recurring Gift Schedules or Pledges.
You can call them or ask them to go online and submit a new recurring
gift.

13. 10/7/2013 #bbcon 13
How to clean up the duplicate accounts in your database?
DO YOU KNOW…
Benefits:
Running the Duplicate Report on a weekly basis will help keep your
database clean and your reports accurate.
Tip:
Make sure each user at your organization has the Duplicate Check on
Save option turned on to reduce duplicates when adding accounts
manually.

14. 10/7/2013 #bbcon 14
How much money is expected to come in over the next 5 years
from pledges and recurring gifts?
DO YOU KNOW…
Benefits:
This report will allow you to project how much each fund will be making
in the future. It can help with budget planning and it allows you to drill
into each year for a monthly breakdown.

15. 10/7/2013 #bbcon 15
Which donors have given to your organization consecutively for
the last 3 years?
DO YOU KNOW…
Benefits:
Identify those donors that have been consistently loyal to your
organization. You may want to do some prospect research on these
donors and see if you can ask them for a larger donation or to make a
larger pledge to your mission.

16. 10/7/2013 #bbcon 16
Which approaches have been most successful?
DO YOU KNOW…
Benefits:
Identify which approaches have been responsible for brining in the most
money to your organization and then strategize on ways to make those
approaches even more successful. You can also see which approaches
need more work or attention.

17. 10/7/2013 #bbcon 17
Which constituents have increased their donations this year and
which ones have decreased their donations?
Or how many new donors your organization has obtained this
year?
Or how many donors your organization has recaptured this year?
DO YOU KNOW…
Benefits:
This report has it all! It allows you to quickly see the health of your
organization compared to last year.

18. 10/7/2013 #bbcon 18
How to save time and stay update to date?
DO YOU KNOW…
Benefits:
Most of our eTapestry Standard Reports can be scheduled to run
automatically. Scheduling reports saves you time and it keeps you
updated on the health of your organization’s fundraising efforts.

19. 10/7/2013 #bbcon 19
QUESTIONS?

20. 10/7/2013 #bbcon 20
TWEET ABOUT YOUR SESSION
#ETAPWOW-INDUCINGREPORTS
#FUNDRAISINGWITHETAPESTRY