Donorbox Introduces Powerful & Time-Saving Donor Reporting Templates

Collecting and analyzing data is key to the long-term success of any organization. With the right data, your nonprofit can discover insights that will improve your donor engagement techniques, build awareness, and enhance your fundraising tactics. That’s why we’ve created the following Donor Reporting Templates. Checkout each donor report, template, and directions on how to use them.

6 minutes read
Donorbox Introduces Powerful & Time-Saving Donor Reporting Templates


Collecting and analyzing data is key to the long-term success of any organization, including nonprofits. With the right data, your organization can discover insights that will improve your donor engagement techniques, build awareness, and enhance your fundraising tactics.

But conducting thorough data analysis can be time-consuming at best, and confusing at worst.

That’s why Donorbox has created Donor Reporting Templates. These aggregated data reports will help you better understand your donors, reach them where they’re at, and raise more funds to further your mission, all without spending the time it takes to manually organize key metrics. 

In this blog, we’ll share details about each of our new report templates and how to use them: 

Why Do You Need Donor Reporting? 

Data should be at the heart of your nonprofit – it provides an objective view of your organization, and can help you make informed decisions about everything from fundraising to marketing to your programs. Plus, keeping track of your data for management purposes, such as sending year-end tax receipts and audits, is important.

On the fundraising side, data can help you more effectively engage your supporters using donor segmentation and personalization. Instead of just guessing which tactics and messaging your donors will best respond to, analyzing data enables you to segment donors based on demographics, gift history, and more, and target them with customized messages.

This is where donor reports come in handy. Reports aggregate all of this important information into one location, allowing you to better understand trends and glean insights from key data. 

For example, you might see in your historic data that your female donors have been most likely to donate towards backpacks for children in August after receiving an email appeal. You can then be sure to target these women, and others similar to them, with an email series about your back-to-school backpack program in July and August.

Data helps you understand your donors at a higher level. And donor reporting enables you to take action toward improving donor engagement and establishing donor relationships, leading to sustained growth for your organization. 

Pro Tip: Check out these 20 KPIs for Nonprofits to learn more about key performance indicators and determine which data points may work best for your organization.

How to Access and Build Reports with Donor Reporting Templates

We understand that constructing your own donation reports can take time away from furthering your mission. By organizing key data into an easily digestible format, our new Donor Reporting Templates enable you to easily conduct critical donor data analysis, providing insights that will empower you to take relevant action.

Image showing the new Donorbox LYBUNT Report as it appears in the Donorbox dashboard. Listed are the categories for first name, last name, email address, gift amount, and the date of the most recent gift that was made.

On your Donorbox dashboard, you can now find three new donor reporting templates – Donor Overview, New Donors, and LYBUNT. Using these templates, you can review our suggested data points and target specific dates.

To access these reports, follow these steps:

1. Log in to your Donorbox account 

Click here to log in to your account and view your dashboard. 

Don’t have an account? It’s free to register for Donorbox and we offer the lowest platform fees in the industry! Sign up for your organization today.

2. Visit the ‘Reports’ page in the dashboard

Select ‘Reports’ in the left-hand navigation of your Donorbox dashboard – find it under ‘Engage’. Here, you will be able to see any existing reports as well as create new ones.

Image showing the new Donorbox Reporting dashboard as it looks when an organization logs into their Donorbox account. The 'Reports' option in the left-hand sidebar is highlighted in red showing where to click. The Dashboard lists all previously built reports as well as a button to create a new report.

3. Create a new report

Select ‘New Report’ in the Reports dashboard to build a report using one of our new templates.

4. Select your template

Choose your template from the options listed – Donor Overview report, New Donors report, and LYBUNT report. Find more details about each of these reports, and how to use them, below.

Image showing the Create New Report page for the Donorbox Reporting Templates dashboard. Graphics show three report options to click on: New Donors, Donor Overview, and LYBUNT.

Select the ‘Next: Parameters’ button to move on to the next step.

Image highlighting the Next: Parameters button on the Donorbox Reporting page for Create New Report. The button is orange and is highlighted in red with a red arrow pointing to it.

5. Adjust your template settings and details

Here, you can select your parameters, including the timeframe you would like to review for the Donor Overview and New Donors reports. You may also name your report – we recommend being as specific as possible – as well as add a report description.

Image shows the Parameters page for the Donorbox Reporting tool, where users can select a date range, add a title for the data report, and add a description.

Click ‘Finish: Create Report’ to generate your report.

6. Wait for your report to generate

Your report may take a few minutes to generate, depending on the level of detail as well as the amount of donor data required. Do not refresh the page while the system is creating your report.

7. Download your report

Once your templated report is created, you may download a CSV file by clicking ‘Download’. Don’t worry – this report will also be saved on the main ‘Reports’ page in your dashboard, and you’ll be able to access, edit, and download it at any time!

Image shows the page that appears after a report is generated by Donorbox Reporting templates. There is a 'Download' button as well as buttons for 'Go Back to All Reports' and 'Create Another Report.'

8. Editing an existing report

If you would like to edit an existing report, head back to the main ‘Reports’ page. Find the report you’d like to edit, then click the three-dot icon and select ‘Edit Report’. You may also delete the report here.

Image showing the list of created reports on the Donorbox Reporting dashboard, with the three-dot icon needed to edit a report highlighted in red.

You can edit the name and description of each report, and change the date ranges for the New Donors and Donor Overview reports, at any time.

How to Use the Donor Reporting Templates

Don’t know where to begin with the reports you can build using these templates? Here are more details about each of the available donor reporting templates and how to use them.

Donor Overview Report Template

The Donor Overview template provides you with a bird’s eye view of your donors and their gift amounts during a set period of time, selected by you. This template also aggregates donation amounts and counts over that time period.

How to Use: This flexible report can be utilized for many different purposes. You can use it to track trends among your donors over selected dates, and learn how to better engage with them based on your findings. Uncovering these trends will enable you to better segment your audience based on gift amounts, campaigns, and more data. 

In addition, you can use the Donor Overview report to track the effectiveness of a specific campaign by looking at the time frame during which it was held. And you can compare month-over-month or year-over-year changes, view the entire calendar year for year-end receipts, or look at your fiscal year for financial reporting purposes.

New Donor Report Template

Our New Donor report template makes it easier than ever to keep track of your new donors as well as their first and last name, email, first donation date, and their first donation amount. Like the Donor Overview template, you can adjust the time frame to see new donors over a specific period.

How to Use: The New Donor report is beneficial when it comes to ensuring you are reaching out and engaging new donors with thank you letters and other touch points in your stewardship and fundraising strategies. Similar to the Donor Overview report, you can also use it to compare your donor acquisition levels during specific campaigns or other periods of time.  It also makes it easier to glean insights about what messaging or tactics may be bringing in new support. 

LYBUNT Report Template

The LYBUNT report template is critical for tracking and engaging those elusive lapsed donors. Standing for “Last Year But Unfortunately Not This Year,” LYBUNT donors were clearly interested in supporting your organization at some point, but have not given this year for one reason or another. With this report template, you can easily track these donors in one location.

How to Use: Each nonprofit organization has (or should have) a lapsed donor strategy focused on LYBUNTs. Use the LYBUNT report template to quickly segment these donors and apply this strategy to the appropriate contacts. This also gives you more time to successfully re-engage your lapsed donors with targeted email campaigns, direct mail appeals, personal phone calls, and more.

Pro Tip: Learn more about lapsed donors and how to re-engage them on this blog.

Request New Donor Reporting Templates

These three donor reporting templates are the first of many to be released by Donorbox. They were selected as the first to be launched after several interviews with Donorbox customers, when they were determined to be the templates needed and requested most by the organizations that use our platform.

As we build additional reporting templates, we will continue to welcome feedback from our organizations about your wants and needs. If you would like to suggest that a specific report be made into a template, please fill out this form to let us know. This form can also be found on the ‘Create New Report’ page.

Final Thoughts

Creating and reviewing reports containing key donor data is critical to the success of your nonprofit organization. Reviewing this information on a regular basis will give you important insights into trends, the effectiveness of your marketing and fundraising tactics, donor demographics, and more. This will help you make better-informed decisions and take appropriate action.

But most (if not all) organizations do not have the time or capacity to consistently build and look over reports. Donorbox’s new Donor Reporting Templates address this challenge, making it quicker and easier than ever to gain powerful insights into your donors with New Donors, Donor Overview, and LYBUNT reports.

Ready to check out the templates for yourself? Log in to your dashboard and get started today. Each reporting template is accessible to all Donorbox users without additional fees!

And if you aren’t already a Donorbox organization, you can sign up for free here. We are a powerful, cost-effective fundraising tool, with no start-up fees, no contracts, and the lowest platform fees in the industry. We can’t wait to help you help others!

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Kara has several years of experience in communications and marketing for nonprofit organizations, with knowledge in social media, email, public relations, event promotion, appeal writing, and more. She specializes in writing and enjoys sharing her expertise and advice with others.

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