Donor-Related Insights

Form-Related Insights

Transaction-Related Insights
​

Calculated – A donor is “at-risk” if their last contribution was made between 12 and 9 months ago. Results are displayed in the order of last donation, and only the 5 most recent are shown.

Chart Types – Data Table

Linked Report – Advanced Statistics Report, filtered by “Donor Status = At Risk Donors”

Date Range – “All Time” only

Comparable – No

Supports Goals – No

Calculated – Calculated as 100% minus the retention rate. Retention rate is the number of unique donors with contributions in each of the past 2 years (preceding the current date), divided by the number of unique donors with contributions in the past 1 year. This is represented as a percentage.

Chart Types – Percent

Linked Report – No Report Destination

Date Range – Past 12 months only

Delta – Compares to previous 12 months

Comparable – Yes (Only forms)

Supports Goals – Yes

Calculated – Calculated as the average sum of contributions made within the past year divided by the churn rate.

Chart Types – Currency

Linked Report – No Report Destination

Date Range – Past 12 months only

Delta – Compares to previous 12 months

Comparable – No

Supports Goals – Yes

Calculated – A donor is considered "lapsed" if they have made contributions in the past but not within the past 12 months. Results are displayed in the order of last donation, and only the 5 most recent are shown.

Chart Types – Data Table

Linked Report – Advanced Statistics Report, filtered by “Donor Status = Lapsed Donors”

Date Range – “All Time” only

Comparable – No

Supports Goals – No

Calculated – A new donor is one that has made a contribution for the first time within the past 3 months. Results are displayed in the order of last donation, and only the 5 most recent are shown.

Chart Types – Data Table

Linked Report – Advanced Statistics Report, filtered by “Donor Status = New Donors”

Date Range – Past 3 months only

Comparable – No

Supports Goals – No

Calculated – Counts the number of new donors (donors with first-time contributions) and compares to the number of donors with more than one contribution within the selected date range.

Chart Types – Line Chart, Pie Chart

Linked Report – No Report Destination

Date Range – Yes

Comparable – No

Supports Goals – Yes

Calculated – Calculated as the number of unique donors with contributions in each of the past 2 years (preceding the current date), divided by the number of unique donors with contributions within the past 1 year. This is represented as a percentage.

Chart Types – Percent

Linked Report – No Report Destination

Date Range – Past 12 months only

Delta – Compares to previous 12 months

Comparable – Yes (Only forms)

Supports Goals – Yes

Calculated – Subtracts the amount raised for each peer-to-peer event and auction from each event's goal, then sums this amount for all applicable events. See the Amount Raised insight for more detail on what is included in the amount raised.

Applicable to auction and peer-to-peer forms that the dashboard user has access to (regardless of form status) and filtered by forms selected at the dashboard level, with amounts summed based on a form's thermometer settings.

Chart Types – Currency

Linked Report – No Report Destination

Date Range – “All Time” only

Comparable – Yes (Only forms)

Supports Goals – No

Calculated – Sums contributions to each peer-to-peer or auction event according to its settings, then sums this amount for all applicable events.

By default, this includes online and verified offline donations, as well as GiftAssist, Fund-a-Need, store purchases, and bids for auctions. This amount may also include registration costs, GiftAssist, unverified donations, and sales costs, depending on event settings.

Applicable to auction and peer-to-peer forms that the dashboard user has access to (regardless of form status) and filtered by forms selected at the dashboard level, with amounts summed based on a form's thermometer settings.

Chart Types – Currency

Linked Report – No Report Destination

Date Range – “All Time” only

Comparable – Yes (Only forms)

Supports Goals – Yes

Calculated – The number of attendees that have placed bids for one or more auctions, divided by the number of registrants for all auctions

Chart Types – Fraction, Percent

Linked Report – No Report Destination

Date Range – No

Comparable – No

Supports Goals – Yes

Calculated – The number of attendees that are checked in to all auctions, divided by the number of registrants for all auctions.

Chart Types – Fraction, Percent

Linked Report – No Report Destination

Date Range – No

Delta – No

Comparable – No

Supports Goals – Yes

Calculated – Counts all registered bidders and donations for auctions.

Chart Types – Bar Chart

Linked Report – No Report Destination

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of auction items that have been purchased, divided by the number of auction items purchased.
The bar chart displays the average price for each auction product type, while the dollar amount shows the combined average for all product types.

Chart Types – Bar Chart, Currency

Linked Report – No Report Destination

Date Range – Yes

Include $0 Transactions – Yes, $0 transactions will be filtered out of the divisor

Delta – Yes (Currency only)

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of all bids on all items across auctions, divided by the number of bids.

Chart Types – Currency

Linked Report – No Report Destination

Date Range – Yes

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the number of bids divided by the number of auction items, rounding result to two decimal places.

Chart Types – Number amount

Linked Report – No Report Destination

Date Range – Yes

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the count of the bids made within a date range and groups the values by day, month, or year. Does not include cancelled bids.

Chart Types – Line Chart

Linked Report – No Report Destination

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Counts the number of bids placed for items whose bid installments fall within each range.

Chart Types – Bar Chart, Pie Chart

Linked Report – No Report Destination

Date Range – Yes

Comparable – Yes (Bar Chart only)

Supports Goals – Yes

Calculated – Counts the number of bids made for each bid source.

Chart Types – Bar Chart, Pie Chart

Linked Report – No Report Destination

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Counts the number of full days between today's date and the start date of the next event.

Chart Types – Integer

Linked Report – No Report Destination

Date Range – N/A

Comparable – No

Supports Goals – No

Calculated – Counts all donations for donation forms, peer-to-peer events, and auctions.

Chart Types – Integer

Linked Report – No Report Destination

Date Range – Yes

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Displays the highest bid on all items across auctions.

Chart Types – Currency

Linked Report – No Report Destination

Date Range – Yes

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Lists 5 top or bottom performing items across auctions. The list is sortable by bid count or price.

Chart Types – Sortable Data Table

Linked Report – No Report Destination

Date Range – Yes

Comparable – No

Supports Goals – No

Calculated – Calculates the number of event packages sold. The bar chart displays the count of each package sold, while the number amount shows the total count of all packages sold.

Chart Types – Bar Chart, Integer

Linked Report – No Report Destination

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Counts all teams, participants, and donations for peer-to-peer events.

Chart Types – Bar Chart

Linked Report – No Report Destination

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Sums the amount raised for included Peer-to-Peer and Auction forms and divides the amount raised by the goal for all forms. The amount raised for forms without a goal will be included in this calculation unless explicitly filtered out.

Chart Types – Percent

Linked Report – No Report Destination

Date Range – Yes

Comparable – No

Supports Goals – No

Calculated – Sums each type of contribution made to auctions.

Chart Types – Bar Chart, Pie Chart

Linked Report – No Report Destination

Date Range – “All Time” only

Include $0 Transactions – No

Comparable – Yes (Only forms)

Supports Goals – Yes

Calculated – Calculated as the sum of transactions made during the specified date range, divided by the number of transactions within that range.

Chart Types – Currency

Linked Report – No Report Destination

Date Range – Yes

Include $0 Transactions – Yes, $0 transactions will be filtered out of the divisor

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Counts the number of transactions of any type made during the time range.

Chart Types – Integer

Linked Report – Transactions Report, filtered by “Range” and “Status = Accepted”

Date Range – Yes

Include $0 Transactions – Yes, will not count $0 transactions

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Sums the transactions of any type made during the time range.

Chart Types – Currency

Linked Report – Transactions Report, filtered by “Range” and “Status = Accepted”

Date Range – Yes

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Counts the number of transactions whose amounts fall within each contribution amount range.

Chart Types – Bar Chart, Pie Chart

Linked Report – No Report Destination

Include $0 Transactions – Yes, $0 transactions will not be counted

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of the transactions made within a date range and groups the values by associated info.

Chart Types – Bar Chart, List, Pie Chart

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted," and “Filter = All Associated Info”

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of the transactions made within a date range and groups the values by day, month, or year.

Chart Types – Line Chart

Linked Report – Transactions Report, filtered by “Range” and “Status = Accepted”

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of transactions made to Bloomerang Fundraising events and groups the values by event name.

Chart Types – Bar Chart, Pie Chart, Data Table

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = All Events”

Include $0 Transactions – Data table only: $0 transactions not included in data table results

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of all transactions within the date range and groups the values by form name.

Chart Types – Bar Chart, Pie Chart, Data Table

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = Forms”

Include $0 Transactions – Data table only: $0 transactions not included in data table results

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of all transactions within the date range and groups the values by form type.

Chart Types – Bar Chart, Pie Chart

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = Forms”

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of all transactions within the date range and groups the values by payment method (e.g., Visa, MasterCard, E-Check, PayPal, etc.).

Chart Types – Bar Chart, Pie Chart

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = Payment Method”

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of transactions made to restrictions and groups the values by restriction name.

Chart Types – Bar Chart, Pie Chart, Data Table

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = Restrictions”

Include $0 Transactions – Data table only: $0 transactions not included in data table results

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of all transactions within the date range and groups the values by the source of the payment (e.g., Public Form, SMS, Mobile Donation Form, etc.).

Chart Types – Bar Chart, Pie Chart

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = Source”

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of transactions made to text campaigns and groups the values by campaign name.

Chart Types – Bar Chart, Data Table

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = Text Campaigns”

Include $0 Transactions – Data table only: $0 transactions not included in data table results

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Supports Goals – Yes

Calculated – Calculates the sum of all transactions within the date range and groups the values by the type of transaction (e.g., One-time donation, Recurring donation, Registration, etc.).

Chart Types – Bar Chart, Pie Chart

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = Frequency”

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculated as the number of contributions that include GiftAssist, divided by the total number of contributions that were eligible for GiftAssist. Metric looks at the current form settings to determine if a transaction was eligible for GiftAssist.

Chart Types – Percentage

Linked Report – No Report Destination

Include $0 Transactions – Yes, $0 transactions will not be included in count of eligible contributions

Date Range – Yes

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of contributions made through an online source and compares it to the sum of contributions made to an offline source.

Chart Types – Line Chart, Pie Chart

Linked Report – Transactions Report, filtered by “Range” and “Status = “Accepted/Offline”

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Comparable – No

Supports Goals – Yes

Calculated – Calculates the sum of one-time donations and compares it to the sum of recurring donations.

Chart Types – Line Chart, Pie Chart

Linked Report – Transactions Report, filtered by “Range,” “Status = Accepted,” and “Filter = Frequency”

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Comparable – No

Supports Goals – Yes

Calculated – Sums each type of contribution made to peer-to-peer events.

Uses the same function that provides the Donation Overview dashboard at the form level for each individual peer-to-peer form. If more than one peer-to-peer form is included in the filter, each data point represented at the form level is summed together.

Reporting is not available for each individual data point, but the user can navigate to an individual peer-to-peer form to see the Donation Overview for that particular form.

Chart Types – Bar Chart, Pie Chart

Linked Report – Peer-to-Peer Donations Report, filtered by “Range,” “Filter = Forms,” and “Filter = Donation Methods”

Include $0 Transactions – No

Date Range – “All Time” only

Comparable – Yes (Only forms)

Supports Goals – Yes

Calculated – Lists the 5 most recent transactions processed on any form.

Chart Types – Data Table

Linked Report – Transactions Report, filtered by “Range” and “Status = Accepted”

Include $0 Transactions – Yes, $0 transactions not included in data table results

Date Range – No

Comparable – No

Supports Goals – No

Calculated – Counts the number of transactions with a registration component.

Chart Types – Integer

Linked Report – No Report Destination

Include $0 Transactions – Yes, $0 registrations not included in count

Date Range – Yes

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of transactions with a registration component.

Chart Types – Currency

Linked Report – No Report Destination

Include $0 Transactions – N/A (sum remains the same even with $0 transactions filtered out)

Date Range – Yes

Delta – Yes

Comparable – Yes

Supports Goals – Yes

Calculated – Calculates the sum of the GiftAssist portion of transactions.

Chart Types – Currency

Linked Report – No Report Destination

Date Range – Yes

Delta – Yes

Comparable – Yes

Supports Goals – Yes