Abila Fundraising Online. Reports Guide

Transcription

1 Abila Fundraising Online

2 2014 Abila, Inc. and its affiliated entities. All rights reserved. Abila, the Abila logos, and the Abila product and service names mentioned herein are registered trademarks or trademarks of Abila, Inc. or its affiliated entities. All other trademarks are the property of their respective owners.

3 Contents Introducing Resources iv iv Chapter 2: Navigating Within Top Navigation Bar Tab Navigation Data Management Tab v v v vi Chapter 1: Reports Overview 1 Report Types 1 Chapter 2: Creating a New Report 3 Creating a Form-Answers Report 4 Creating a Financial Transactions Report 5 Creating a Scheduled Payments Report 6 Chapter 3: Editing and Running Reports 9 Using the Left Navigation Pane 9 Editing a Report 9 iii

4 Introducing is a flexible fundraising and event management connected service that allows nonprofit organizations of all sizes to more effectively use the internet to increase giving, participation, and overall support through online donations and registrations. Nonprofits can deploy quickly to help them maximize their existing marketing strategy and programs. The service is easy-to-use and works with almost any website, software platform, or content publishing system, so organizations get the most out of their existing technology, while achieving stronger fundraising results. This help system includes the following documentation to assist you in accomplishing your daily tasks: Procedures Provides step-by-step instructions to easily perform some common tasks in the system. FAQs Provides frequently asked questions and their answers. Resources Use these options to access Customer Support and other resources. Support Knowledgebase Click the link to access the online Support Knowledgebase. Abila Nonprofit Community Click the link to interact with other users to share solutions and ideas. Customer Support. Online Create a support case online at Abila Support. A support analyst will respond during normal business hours. Phone Call Customer Support at or Hours Our support center is open M-F from 7 a.m. to 6 p.m. CT, excluding holidays. Support for system outages is available after normal business hours until 11 p.m. CT. iv

5 Chapter 2: Navigating Within Abila Fundraising Online The navigation for starts at the top of your screen. Top Navigation Bar The top right shows the organization name and the user name with the option to log out. The Search box allows you to search for specific campaigns, donation forms, event forms or user names. Tab Navigation The next level of navigation contains tabs for Campaign Management, Data Management, Library. and Organization. Just below those four tabs, there is another set of tabs that are dynamic and change depending on which of the tabs listed above are active. So, for instance, if you are on the Campaign Management tab, the tabs below will pertain to campaign management. the Data Management, Library and Organization tabs have their own respective set of related tabs underneath. Help is accessed on the right side of this bar. v

6 Chapter 2: Navigating Within Data Management Tab The Data management tab includes five sub tabs: Saved Reports, Report Definition, Key Operating Indicators, Answer Records, and Data Mappings. In this guide, we will cover the first two tabs so that you can create and edit reports. Saved Reports Displays recent reports that were last accessed, All Reports that have been saved and the ability to create a New Report. Report Definition Ability to define and create a new report. If you have recently accessed a report, it will appear when you select Report Definition. Actions available: Edit report Create New Report Run Report Allows you to run the current report on screen Download Report Allows you to download into Excel Save Report As - Modify the current report and save it as a new report vi

7 Chapter 1: Reports Overview The explains the functions available on the Data Management tab, along with creating, running and saving various types of reports. Report Types There are three report types you will use to create a report on form, financial, and payment data. Form Answers Report Reports based on any of the fields in your form. Audiences of this report may be Directors, management, vendors, etc. You can create three different types of Form Answer reports. The Default report uses the most common form questions, referred to as Columns. Columns represent the columns in the report spreadsheet. The Pledge Status report shows all pledges within a campaign. The Custom report is a blank slate report that allows you to build a report from scratch. 1

8 Chapter 1: Reports Overview Financial Transactions Report This is a report of the financial data. You can create three types of Financial Transaction reports: Default a report that contains the most common form columns. Advocacy a summarized count and total of financial transactions by advocate name. Custom a blank slate report that allows you to build your report from scratch. Payment Schedules Reports on any type of payment schedules. You can create two types of Payment Schedule reports: Default a report that contains the most common form columns. Custom a blank slate report that allows you to build your report from scratch. Tip: To create a report more quickly, start with a default report type and remove columns instead of manually adding columns. 2

9 Chapter 2: Creating a New Report Access this form using Data Management>Saved Reports>Select New Report from the left pane. To create a new report, use the following steps below to choose a report type, then see the corresponding section below to create the report type you have chosen: 1. Click on the New Report button in the left navigation pane. 2. Select one of three report types from the list: a. Form Answers: Build a report containing data recorded when a donor or registrant completes a form. Question answers are available. b. Financial Transactions: Build a report containing the financial data recorded when a debit or credit is charged to a credit card account. This is where you go to get all the information your accounting department ever wanted. c. Payment Schedules: Build a report to list existing payment schedules including the type of schedule (installment or ongoing), the form, and the date the payment schedule was created. 3

10 Chapter 2: Creating a New Report Creating a Form-Answers Report To create a form-answers report, use the following steps: Select the Default template to create a pre-built report that contains the most commonly used columns. You can use this as a guide; add filters and/or remove columns as needed. a. Select Campaign. b. Select Form. c. Select the time period for the report data. d. Click Continue. Select the Pledge Status template to create a pre-built report that shows all pledges made within a campaign. You can use this as a guide; add filters and/or remove columns as needed. a. Select Campaign. b. Select Form. c. Select the time period for the report data. d. Click Continue. 4

11 Creating a Financial Transactions Report Select Custom template to create your report from scratch using this blank template. Add your desired campaigns, forms, columns, filters and summaries. For more information, see "Editing and Running Reports" (page 9) Creating a Financial Transactions Report To create a financial transactions report, use the following steps: Select a Default template to create a report that contains the most commonly used columns. You can use this as a guide; add filters and/or remove columns as needed. a. Select Campaign. b. Select Form. c. Select the time period for the report data. d. Click Continue. Select an Advocacy template to create a report that contains a summarized count and total of financial transactions by Advocate Name. 5

12 Chapter 2: Creating a New Report a. Select Campaign. b. Select Form. c. Select Date. d. Select Address criteria and enter any additional info required. e. Select the criteria for donation count information. f. Select the Total Amount Charged criteria. g. Click Continue. Select Custom report to build your report from scratch using this blank template. Add your desired campaigns, forms, columns, filters and summaries. For more information, see "Editing and Running Reports" (page 9) Creating a Scheduled Payments Report Select a Default report to build your report from scratch using this blank template. Add your desired campaigns, forms columns, filters and summaries. a. Select Campaign. b. Select Form. c. Click Continue. Select Custom report to build your report from scratch using this blank template. Add your desired campaigns, forms, columns, filters and summaries. For more information, see "Editing and Running Reports" (page 9) 6

13 Creating a Scheduled Payments Report Tips: It is usually easier to start with a Default report and remove any extra fields than to create a completely new report using the custom report type. Reports that include all campaigns and all forms can be very long and are not recommended in all cases. Cases in which you might want to report across campaigns are if you want to compare annual campaigns, or if you want to compare an event registration year over year. When you choose to include all forms in your report results, the report will only include fields that all forms have in common. 7

14

15 Chapter 3: Editing and Running Reports Access this form using Data Management>Report Definition. Use the report Definition tab to create new reports, view reports, run reports, download reports, and edit saved reports.on this tab, you can add forms, columns, filters, and a summary to your report. You can also schedule this report to be sent via at set intervals. Using the Left Navigation Pane Use the following buttons to perform different actions with your reports. New Report: Click the New Report button to select a report type and build a new report. Run Report: Click the Run Report button to run and view the current report under the Report Results tab. Download Report: Click the Download Report button to export the current report to Microsoft Excel. Save Report As: Click the Save Report As button to saved the current definition under a new name. Editing a Report There are five sections on the Report Definitions tab that you can use to edit your report. The Show Signup Data From... section allows you to add and remove forms, and include or exclude canceled registrations and/or donations (excluded by default). 9

16 Chapter 3: Editing and Running Reports a. To add forms: Click the Add Forms icon to select additional forms in a campaign to include in your report. Click Save. b. To edit the advanced settings: Click the Edit button and choose whether to include incomplete and canceled registrations and donations in your results. The Format As section includes all of the data fields that you are reporting on. These data fields become the columns of your report. Here are the modifications you can make to the report columns: a. Reorder Columns : Click this button to reorder columns. This allows you to change the order (by dragging and dropping) of the columns. b. Add Columns : Click this button to add columns. You may want to report on a form field that the default report did not include. c. Edit Columns : Click this button to edit columns. Use this to rename a column label for your needs (for instance, match offline database field labels). d. Remove Columns : Removes columns. The Filter By section is used to filter the report on specific data, such as only reporting on certain donation or registration levels. Another use for filters is to report on all donations over a certain donation level, so you can accomplish tasks such as thanking donors personally over the phone. Tip: We recommend that you do not add too many filters. The reports work best when reporting on single topics. 10

17 Editing a Report To edit a filter, use the following steps: a. Select a Category. Each category will have a different set of columns to choose from. b. Select a column to add. c. Select criteria 5. The Summarize By section is used to add a summary, by Column, to the report. To add a summary, select a column to summarize by and click Save. The Deliver To section is used to send reports, by selected time intervals, to designated recipients. To set up a delivery schedule, use the following steps: a. Choose an interval and day to send the report. b. Add an address and click Save. 11

18