Do you know how to build the type of report you need?

Reporting is central to fundraising work because it helps provide a clear view into your fundraising activities. Your organization can then make informed decisions and focus efforts for the best possible outcomes.

Little Green Light offers many types of reports, such as:

• Dashboard widgets
• Onscreen fundraising reports
• Fundraising views
• Pre-built reports
• Custom reports

But if you’re new to fundraising or to reporting and looking at that list leaves you at all confused about how to identify or build the report you need, getting started can be challenging.

So how do you decide which report type you need?

One first step we hope will help is taking a close look at the infographic below, which is a roadmap of LGL’s reporting offerings. When you browse through the different sections of the infographic, you can see the types of reports that are available, classified by the type of information you’re looking for. Each section title explains which report type may best fit your needs.

How do you find instructions you can follow to build or generate your report?

To dig into more details on these reports as well as find instructions on how to get started building each type, read this article. Find the specific section on the report type you’ve identified as the one you need, and then look at the corresponding article section for instructions you can link to in the knowledge base on how to build it.

• Read the knowledge base article: Need to build a report but don’t know where to start?

Conclusion

Becoming competent at creating reports is a key skill for any fundraiser, but we don’t want to pretend that it’s not at all daunting to know where to start if you’re new to LGL or new to reporting, or you haven’t built a report for a while. We hope the information in this post helps you more easily find your way to success.