We’ve all heard of using data to boost fundraising, right? But what data do you need and which reports can help you get it? Luminate Online offers an extensive array of ready-made and custom reports at your disposal. These reports can help you track donor engagement, campaign performance and fundraising progress. With these insights, you can make data-driven decisions to improve your fundraising and marketing strategies. So, let’s dive right in!

Luminate Ready-Made Reports

Luminate Online offers pre-configured reports that you can use out of the box or you have the option to add your personal touch using  filters to tailor the output. These reports encompass both Reports Classic and Module reports, which are conveniently located across the Luminate platform.

Reports Classic

Reports Classic provides you with the capability to run a variety of pre-configured reports, allowing you to assess the effectiveness of your online efforts. You can access comprehensive reports on fundraising events, fundraising analysis, create fundraising dashboards, track confirmed RSVPs, and monitor ticket sales for scheduled events, among other functionalities.

Module Reports

Some modules provide additional reports from the reports tab within the module. The Donation Module and Email Module is where you will find the useful reports to help analyze online campaign performance.

Donation Reports in the Donation Module:

These Donation reports are available under Fundraising > Donation Management > Donation Reports tab. On the Donation Reports tab, select the report to run and then work through a series of filters to narrow your results. Some helpful reports to run include:

• Donations By Transaction Report: provides the most granular view of donations within the system. This report displays one row per transaction. The output includes data about the transaction itself as well as the donor and the intended fundraising campaign.
• Donations By Form Report: provides a view of Donation Forms within the system. This report displays one row per donation form. The output includes data about the donation form as well as summary statistics regarding the donation transactions made to the form.
• Donations By Email Message Report: provides a view of email messages and associated donations. This report includes one row per email message. The output includes data about the email message summary statistics regarding the donation transactions made to the message.
• Donations By Source Code Report: provides potential Sources/Source Codes and associated donations within the system. This report displays one row per Source Type – Source Code combination. The output includes data about the source as well as summary statistics regarding the donation transactions made via this source.

Email Reports in the Email Module:

The Email Campaign Reports gather and analyze statistical information about your campaigns and messages, both at the cross-campaign level and from within a specific campaign. You can use them to show such information as the number of emails received and opened by recipients, if recipients clicked links and took action from them, the number of recipients who unsubscribed from mailing lists, among other metrics. Some helpful reports to run include:

• Message Performance Report: compares statistics for each email message sent within an email campaign. Stats will include: number sent, hard bounce count/rate, soft bounce count/rate, delivery count/rate, open count/rate, clickthrough count/rate, action taken count/rate, and unsubscribe count/rate.
• Variant (A/B Testing) Performance Report: will include for each variant of the message, the delivery statistics as well as the number of messages opened, the number of click-throughs, and other actions that were taken in the message.
• Clickthrough Summary Report: lists each link in a message and shows the number of recipients who clicked that link at least once.
• Email Response Summary Report: shows how many constituents took actions within a selected message (such as, made donations, purchased tickets, and so on).
• Performance By Domain: shows statistics based on email domain (Apple Mail, Gmail, Yahoo et al). A great report to see if you are performing better with specific users or if you may have delivery issues to an email client.
• Open Rates by Device: report lists opens by device (desktop, tablet, mobile phone) and the operating system used (Windows, Mac, iPhone14, etc).

Other Modules with reports include:

• eCommerce Reports in the Fundraising Module
• Event Reports in the Event Module
• Personal Fundraising Reports

Custom Reports via Report Writer

Your reports can be as unique as your organization/institution. You can create custom reports tailored to your organization’s specific needs. This flexibility allows you to analyze the data that matters most to you and your mission. You’ll be able to save, print, and download results, you can also use results to create a constituent group for another use. You can also share results with other administrators who need the same information, and even schedule the reports to run on a recurring basis.

Determine which report to run: you can select a model containing default columns and values that you can edit or use as is. Or, you can copy an existing report from the Reports list that contains many of the columns and values you need to make your changes and save as a new report.

Create and Run a Report: creating a report involves several major tasks. After defining the criteria, applying filters, and setting the sort order, you can run a report to be sure the information it gathers is what you need and then make adjustments to the criteria or save the configuration to rerun the same report later.

We can help!

Feeling overwhelmed or not sure where to start? We can help determine what reports to pull and set up custom reports specifically for your organization’s goals. Contact us and let’s harness the power of data together and propel your fundraising initiatives to new heights!

Bonus! Checkout our blog post on The Top 3 KPI’s to Include in your Campaign Wrap Reports.