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Reports & Dashboards

Know Your Numbers
the Moment You Log In

BetterUnite nonprofit reporting gives you a real-time org dashboard, 50+ built-in campaign and event reports, donor retention and attrition analytics, a top-20 donor bubble graph by gift size and recency, and background exports with a 30-day download center. No data analyst required.

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Board-report ready
before the meeting starts.

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Explore Reports & Dashboards

01The Morning Dashboard

The whole org, on one screen, in real time.

This-week, 30-day, and YTD trending stats beside total, active, recurring, and new donor counts. An alerts strip surfaces past-due tasks, due pledges, and lapsed subscriptions, so what needs action finds you.

  • Open the org dashboard to real-time numbers instead of a report someone has to run first
  • Watch donor summary metrics for total, active, recurring, and new donors refresh on the same screen
  • Catch past-due tasks, due pledges, and lapsed recurring subscriptions from system alerts before they slip

0250+ Reports, Zero Setup

Fifty-plus reports, already built.

Reports arrive organized by category: donations, pledge analytics, grant pipeline, auctions, guests, and volunteers. Favorite the ones you run monthly, and build custom reports when the built-in set falls short.

  • View any of the 50+ campaign and event reports on screen, or export it when you need the file
  • Schedule email delivery of a report so it lands in inboxes without anyone running it
  • Favorite the reports you run for every board meeting for one-click repeat runs and exports

03Retention Analytics

The questions your board asks, answered.

Retention rate, attrition, and retained-versus-lost revenue are built in. A top-20 bubble graph plots gift size against recency, making a lapsing major donor impossible to miss.

  • Answer retention rate and attrition questions without a data analyst, straight from built-in analytics
  • Compare online and offline donation revenue in one breakdown to see where gifts actually arrive
  • Spot the top 20 donors whose gift size and recency say they need stewardship now
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04Donors by the Numbers

Where the money comes from, and from whom.

Break revenue down by zip code, city, age, employer, and gender to see which segments carry your fundraising. Amount clustering turns suggested giving levels into an evidence-based decision.

  • Include state in the breakdown as well, so regional giving shows up beside city and zip
  • See where gifts naturally group before you choose the suggested amounts on your donation pages
  • Set suggested giving levels from your actual gift distribution instead of guessing

05Event Money, Dissected

One gala, broken into its parts.

The Revenue Mix report splits first-time from returning donor revenue, isolates the paddle raise, and reports participation rate. Pair it with per-event event dashboards for the night-of view.

  • Split revenue by giving source in the same view as first-time versus returning donor revenue
  • Follow a 90-day fundraiser performance trend, filterable per campaign, to see how a single campaign performed
  • Isolate paddle-raise totals so you know what the live ask alone produced

06Exports That Finish

Big exports run in the background.

Exports over 200 records run in the background and land in a download center for 30 days. Lists carry acknowledgement status, which is what an audit and accounting reconciliation actually need.

  • Receive an email when a background export is ready instead of waiting on the screen
  • Assign follow-up tasks with priority, due dates, and reminders inside the same system
  • Log emails, calls, and meetings against contact records so the follow-up trail stays with the donor

Frequently Asked
Questions

What reports come built into BetterUnite?

50+ campaign and event reports organized by category: donations, pledges, auctions, guests, volunteers, and more, viewable on screen or exported. Mark any report a favorite for one-click repeat runs at board-meeting time.

Can BetterUnite show donor retention and attrition?

Yes. Retention analytics track retention rate, attrition, and retained-versus-lost revenue, alongside a top-20 donors bubble graph plotting gift size against recency so you see exactly who to steward. The full breakdown lives in donor retention analytics.

How do I know which giving levels to suggest on donation pages?

Donation amount clustering analyzes your actual gift distribution and surfaces the natural clusters, which is evidence for setting suggested giving levels instead of guessing.

Does the dashboard alert us to things that need action?

Yes. System alerts surface past-due tasks, due pledges, and lapsed recurring subscriptions right on the real-time dashboard, next to this-week, 30-day, and YTD trending stats.

Can we analyze event revenue in detail?

The Event Analysis Revenue Mix report splits first-time from returning revenue, isolates paddle-raise totals, and shows participation rate, plus a 90-day fundraiser performance trend filterable per campaign.

What happens with large data exports?

Exports over 200 records run in the background and email you when ready. Everything lands in a 30-day export center, and transaction exports include acknowledgement status for receipting audits.

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Know your numbers
the moment you log in.

A walkthrough with your own data: your programs, your questions. No pressure, no endless sales cycle.

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