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Reports_ Best Practices.pdf
This document provides a summary of a Bloomerang Academy webinar on best practices for utilizing reports. It discusses 5 important reports for nonprofits to have, including total donors, recent donors, loyal donors, donors from last year who have not given this year, and major donors. It also covers scheduling reports to automate outreach, referencing existing reports, and using the new report folders feature to organize reports. The webinar aims to help nonprofits make the most of reports to improve fundraising strategy and donor engagement.
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Reports_ Best Practices.pdf
- 1. Welcome to Bloomerang Academy Thankyou for joining us! Please drop into the chat and tell us where you are joining us from and what the weather is like where you are!
- 2. Ask questions Live Transcript Shareideas Housekeeping
- 3. Housekeeping We will sharethe slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to [email protected]. Our support team is amazing!
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- 5. Margie Worrell Margie Worrellis the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two children and her two small dogs. Curriculum Manager
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- 7. What will wecover today? 1. What reports should you have and why? a. “Good to have” reports and how to use them 2. Scheduling reports a. What reports to schedule and who to share those reports with 3. Referencing reports a. Make the most of your reports 4. Utilizing report folders a. New feature! Look at ways to organize your reports
- 8. 5 Reports thatare good to have
- 9. 5 Reports you shouldhave and why Report #1: Total number of donors Why this report is helpful: ● Gives baseline to set growth metrics around percentage of constituents in your database that are donors ● For the ones who are not giving yet, think of ways to engage them more PRO TIP: You can also sort the results by the “Latest transaction date.” Take a look at how many of these donors gave recently compared to a few years ago, to give a sense of how engaged your donor base is. How to find this in Bloomerang: Reports → New → Build a report from scratch → Constituent Filters: Include → Add filter → Has any Transactions → OK Columns: Add a new column → Latest transaction date + Latest transaction amount
- 10. 5 Reports you shouldhave and why Report #2: Recent donors, new Why this report is helpful: ● Enthusiastic first time donors are likely excited by your cause–show gratitude ● If you haven’t thanked them, this report will show that PRO TIP: Use Bloomerang’s built-in report scheduling tool (under the “Save And” menu) to email this report to yourself on the first of each month, as a reminder that these are the folks who could use some extra attention this month. How to find this in Bloomerang: Reports → New → Start from a template → Newest donors
- 11. 5 Reports you shouldhave and why Report #3: Most loyal donors (defined as having given every year from 2018 to 2022) Why this report is helpful: ● Should be getting special attention from you–do something (record video thank you or send a handwritten note) ● Another great metric for goal setting! What percentage of your donors are loyal now? Let’s set goals and create strategies to improve that! How to find this in Bloomerang: Reports → New → Start from a template → Most loyal donors
- 12. 5 Reports you shouldhave and why Report #4: Last year but not this year (LYBUNT) Why this report is helpful: ● Make a plan to win these folks back! Make some non-ask touchpoints with them. ● Find out how many times you have reached out to this group since they last gave. A rule of thumb in development says that we should have at least seven touchpoints with a donor before asking them to give again (and some people say that should be as high as 14!). Are you close? If not, another area to develop a plan for improvement! How to find this in Bloomerang: Reports → New → Start from a template → LYBUNT
- 13. 5 Reports you shouldhave and why Report #5: Major donors Why this report is helpful: ● Think about unique and meaningful ways to engage this group of supporters. Can you invite them for an onsite tour, a dinner, or give them a call to learn why this cause is important to them? ● When applied to fundraising, the Paredo principle, also known as the 80/20 rule, says that 80% of your revenue should come from 20% of your donors. This report can help you see how close you are to that ideal. How to find this in Bloomerang: Reports → New → Start from a template → Top Donors
- 14. What reports would you recommendthat we didn’t mention? Type those into the chat!
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- 16. Why is scheduling reportsimportant? ● Scheduled Reports can help automate your organization’s fundraising strategy -- spend the extra time on donor engagement and cultivation! ● Send information to people who don’t log into Bloomerang or who don’t use reports ● Keep things top-of-mind by having the report “show up” in mailboxes just before a tasks needs done ● Helps to inform metrics and measure progress
- 17. Reports to consider scheduling… ● Donorrecognition report ● Lapsing donor report ● Daily task report ● Quarterly revenue report ● Monthly Projected Revenue report ● Donors who will lapse next month report ● Constituents who were updated yesterday report ● Daily edited transactions report (for Finance) ● Next month’s birthday report ● Next month’s pledge reminder report ● Monthly LYBUNT/SYBUNT
- 18. Let’s play……Who isthe lucky recipient? A fabulous game of excitement, skill and absolutely no prizes!!!! Donor recognition report Who would you send this report to?
- 19. Let’s play……Who isthe lucky recipient? A fabulous game of excitement, skill and absolutely no prizes!!!! Daily task report Who would you send this report to?
- 20. Let’s play……Who isthe lucky recipient? A fabulous game of excitement, skill and absolutely no prizes!!!! Donors who will lapse next month report Who would you send this report to?
- 21. How to schedule areport
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- 23. Where to reference reports ●Save time and energy by using reports you have already created ● Use report templates to save time creating filters from scratch in letters, emails, reports, bulk updates and bulk deletes
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- 25. The “Why” Report Foldersoffers users the ability to organize and clean up lists to save time searching for reports, allowing reports to be sorted by preference. Organize reports by report date, constituent type, fiscal year, and more. Some examples might be: ● Organize reports based on your fiscal year to see overall giving month over month. ● Create a folder for reports that your marketing department uses for email/mailing lists. ● Create a folder to hold specific reports for an event, like a golf outing or gala. ● Sort folders and lists by date modified and not alphabetically.
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- 27. Add folders thatfit your needs
- 28. Add reports toa folder 1. 2. 4. 3.
- 29. Pull a reportfrom a folder 1. 2. 4. 3.
- 30. What about deleting? Deletinga report Do this from the Action button–you can also deactivate. Deleting a folder Do this from the Edit Folder button. Reports are not deleted.
- 31. Into the databasewe go!
- 32. Resources Bloomerang Knowledgebase andSupport Portal
- 33. Resources Knowledgebase Reports & Filtering ReportBasics Other resources 5 Ways Nonprofits Can Avoid Bad Reports Boost Donor Engagement with Automated Reports Donor Cultivation and Annual Reports Nonprofit Digital Reports: Showcasing Year-End Fundraising Efforts 5 Reports Every Bloomerang User Should Run To Get To Know Their Donors Better
- 34. Thank you forattending! If you would like to attend our Q&A session, please stay with us. Visit our website to see more upcoming Bloomerang Academy webinars!