Kindful Standard Reports

Overview

This article explains each of the stock reports found on the Reports page in Kindful.

Linked Articles:

Training Resources

- Create Custom Reports

Scheduled Reports


Batch Deposit Report 

The Batch Deposit report is a great report for you to run to help reconcile your merchant processing statements. You will see breakdowns per card type as well as batch totals throughout the report. 

Each individual deposit, along with the corresponding donations that make them up, will be detailed on subsequent pages.

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Set your date ranges to generate. This is a PDF report, and the link to download will be emailed as well as available on the ReportsHistory page in Kindful.


Offline Transactions

This is a report that is generated that will show all offline (e.g. Cash, Check) entered donations. It will display a ledger of all transactions entered into Kindful within your date range, and will include a sum total along the bottom.Screen_Shot_2020-07-20_at_11.37.34_AM.pngSet your date ranges to generate. This is a PDF report, and the link to download will be emailed as well as available on the ReportsHistory page in Kindful.


Transactions On and Offline

This is a great report to track all transactions entered. This will capture all entries, both offline and online. Additionally, it has two tables at the end, showing the Campaign totals breakdown for all transactions on the report, as well as a breakdown of donations by transaction type. 

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Set your date ranges to generate. This is a PDF report, and the link to download will be emailed as well as available on the ReportsHistory page in Kindful.


Giving List

This report pulls out any and all related transaction information that is included in your date range. It also has columns of information including campaign custom fields, groups that the donors are in, and more.   Screen_Shot_2020-07-20_at_11.45.46_AM.png

Of Note: We do find that our customers prefer to Create Custom Reports and choose their own columns of information for export.

Set your date ranges to generate. This is a CSV report, and the link to Convert to CSV is shown when generating this report. Your report will download in app once generated.

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Last Year But Unfortunately Not This Year (LYBUNT)

This report will find contacts who gave last (calendar) year, but have not yet given this year. When you generate this report, you will simply click on the Create Report option and not set any other parameters like date. 

You will see an on screen preview much like you do when creating a custom report, and you can convert this list to CSV or PDF.Screen_Shot_2020-07-20_at_11.54.10_AM.png


Some Year But Unfortunately Not This Year (SYBUNT)

This report will find contacts who have given in some years that you determine, but have not yet given in this year. 

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You will see an on screen preview much like you do when creating a custom report, and you can convert this list to CSV or PDF.Screen_Shot_2020-07-20_at_12.04.27_PM.png

Enter in the years you wish to cross-compare via keyboard in the entry field and then click Create Report.


Lapsed

Keep track of donor retention with our lapsed report. Choose how many years back you would like to reference (between 1-5 years) and create your report.

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This is a CSV or PDF report, and the link to Convert to CSV or PDF is shown when generating this report. Your report will download in app once generated.


Fiscal Development 

This is a graphical report that looks at the Fiscal Year you have set in your General Settings.

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This report can be generated in a PDF version.


Development

This is a graphical report that looks at the Calendar Year.

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This report can be generated in a PDF version.


Soft Credits

Easily get a list of all Soft Credits in your Kindful account between the selected dates. 

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Set your date ranges to generate. This is a CSV or PDF report, and the link to Convert to CSV or PDF is shown when generating this report. Your report will download in app once generated.


Mailing Stats Report

When you have Emma or MailChimp connected as an email marketing provider, the stats that Kindful receives that are sent from either of those solutions will be placed into this report. We summarize all relevant stats for you here.

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Set your date ranges to generate. This is a CSV or PDF report, and the link to Convert to CSV or PDF is shown when generating this report. Your report will download in app once generated.


Cause Teams

Use this report to get a handle on the funds being raised in your Crowdfunding Campaigns, broken down by team and team member. Filter based on the Cause, Team Status (Active or Inactive), and Team Member Status (Active or Inactive).

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This is a CSV or PDF report, and the link to Convert to CSV or PDF is shown when generating this report. Your report will download in app once generated.


Year Over Year

Use this report to compare sum totals of year over year giving by your donors. Easily identify trends with your donors to help formulate your next ask. Choose the years you wish to compare, as well as any (or all) campaigns.

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Notice the clean breakdown of yearly sum totals for donation amounts in your exported CSV (or PDF).

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This is a CSV or PDF report, and the link to Convert to CSV or PDF is shown when generating this report. Your report will download in app once generated.


Custom

Any other reports you have created via a custom filter and report creation flow will be stored after the Year Over Year report. You will be able to tell they are different because you will see these options:

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Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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