The reports tab is designed for you to view key information regarding your outstanding pledges, contributions, and contact history. It also allows you to easily export this information to excel so you may manipulate it and use it in whatever form you need outside of FundHero. FundHero currently has five basic reports.
- Contribution Report: The contribution report contains the name, company, address, date, and amount of every contribution you’ve received.
- Pledge Report: The pledge report contains the name, company, address, date, and amount of every contribution you’ve received.
- Contact History Report: The contact history report contains all name, date, result, and any notes of any contact history you have logged.
- Contact Report: The contact report contains all of your organizations contacts and their contact information.
- Fee Accounting Report: This report contains the donation date, name, amount the donor gave, fee paid by donor, fee paid by you, and the total transferred into your account. This helps you track all the processing fees for your different reporting needs.
To download a report:
- Select the report.
- Optional: Select groups or date range for more specific sorting
- Click “Run Report.”
- Click “Download Report.”
- Open the report in excel or other spreadsheet program.