Reports

REACH includes several reporting and exporting options with your account. You can access Reports by clicking on Reports on the left-hand column of your Admin Console. 

Reports can be named and saved as a template so you can run the same report at a later date. Completed reports and exported files are saved for 7 days and then are removed from the system.

If you'd like to obtain a list of all data for a particular category - all donations, sponsors, sponsorships or supporters, for example - we recommend using the Exports feature. This is a quicker process to obtain the data and will generate an Excel file for download. 

Available Reports include:

Donation Details - Generate a line item report of all donation activity for your account, campaigns, sponsorships, etc.

Sponsors - Easily create a list of current, past due, or cancelled sponsors from your sponsorship program.

REACH Index - Lists all supporters and their current ranking baesd on their REACH Index Score.

Soft Credit Details - Easily create a list of soft credits and their donation purposes.

Recurring Donation Audit - Track recurring donation records and view details of failed transactions.

Sponsorships - Easily create a custom list of sponsorships. Several filtering options including sponsored status (full, partial, un-), status (active, disabled, hidden, graduated), Birth Date or Month, Sponsorship Type, Program, Place, Category. 

Top Donors - Easily create a list of the top donors from a date range, campaign, etc.

Pledge Details - Easily create a list of Pledges and the Amount left on the Pledge.

New Supporters - Lists supporter records that were created in a given date range.

Major Donors (Form 990 Prep) - Generate a report of all donation activity for your account that can be used to populate IRS Form 990 Schedule B. 

Available Exports include:

Contribution Statements - Export a PDF of all contribution statements. 

Sponsors List - Export a list of all sponsorship supporter records. Several filtering options including Group, Sponsorship Type, Birth Date or Month, Program, Place, Sponsored Status, Program Type, Payment Status. 

Projects List - Export a list of all projects.

All Data - Export a back up of all data in REACH. 

Donation List - Export a list of all donation records.

Supporter List - Export a list of all supporter records. 

Places List - Export a list of all places. 

Sponsorships List - Export a list of all sponsorship records. 

Campaigns List - Export a list of all campaigns. 

Conversations - Export all conversations. 

All Data - Export a back up of all data in REACH.

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