Access invaluable insights into donor behaviour
In built reports track all areas of your charity from donors, donations, sponsorships, regular giving and retention
- Comparative reporting allows you to easily compare current and previous points in time
- Configurable campaigns with custom date-ranges generate reports tailored to your fundraising calendar
- Pin KPI visuals to your dashboard for ready access and at-a-glance tracking
Powerful filtering and customisation of what’s important to you
ENGAGE allows you to adjust reporting requirements as you grow:
Choose your own reporting periods and compare like for like
Create bookmarked reports, so you can track what’s important to you.
Built on top of Power BI, upload custom reports independently
Comprehensive reports to drive decision making
ENGAGE allows you to access data/reports across a number of elements:
- Access real-time information on donations, financials, sponsorships and pledges
- Use key information to drive your strategy. Access immediate feedback on new strategies to measure success and outcomes
- Identify key trends and respond quicker to donor habits. Pinpoint and segment donors according to their donation preferences to deliver relevant, targeted communication
Set your own access and permissions
Whether you’re focused on sharing reports with all the team,
or need to carefully restrict views, be reassured Engage allows you to easily configure
all preferences
Set granular permissions
You can decide who has access to which data
Report Sharing
You are able to share selected reports with particular colleagues
