Nonprofit Blog|Reports: Giving you a head start to data analytics

NPSP Reports: Giving you a head start to data analytics

Many organizations choose Salesforce and NPSP for the analytics that can be garnered by having all the data under one platform. NPSP provides a robust inventory of reports and dashboard.

List of reports & dashboards that come with NPSP
Making the reports work for you
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List of Reports & Dashboards that come with NPSP

NPSP Constituent Reports

(Source: https://sfdo-docs.s3-us-west-2.amazonaws.com/npsp_reports.pdf)
Report Title	Description
All Contacts	All Contacts in your organization.
All Organizations	Accounts that are not One-to-One, Individual Bucket, or Household Accounts.
All Relationships	All Relationships in your org, with only one record from a Reciprocal Relationship.
Current Members (Contacts)	Current members grouped by Membership End Month.
Engagement Plan Tasks	Open tasks and their assigned users that are related to Engagement Plans
Lapsed Members (Contacts)	Contacts whose memberships have lapsed, grouped by Membership End Date.
Memberships Over Time	New memberships over the lifetime of your org, grouped by Membership Join Date.
New Members	Members who joined in the last 60 days.
New Renewals	Members who have renewed in the last 60 days.

NPSP Fundraising Reports

(Source: https://sfdo-docs.s3-us-west-2.amazonaws.com/npsp_reports.pdf)
Report Title	Description
10% Increase Projection	Provides 10% increase projection figures over Last Gift and Last Year Total Gifts.
Account LYBUNT	Accounts that donated last year but unfortunately not this year (LYBUNT).
Account LYBUNT	Accounts that donated some year, but unfortunately not this year (SYBUNT).
Accounts by Best Gift Year	All Accounts grouped by their highest giving year
Campaign ROI Analysis	Provides return on investment figures for Campaigns with Actual Cost.
Closed/Won Opps by Household	All Closed/Won Opportunities grouped by giving Household Account.
Closed/Won Opps by Type and Fiscal Year	Matrix report of Closed/Won Opportunities by Record Type and Fiscal Year.
Closed/Won Opps by Type and Payment	Matrix report of Closed/Won Opportunities by Record Type and Payment information.
Closed/Won Opps by Type, GAU, and FY	Matrix report of Closed/Won Opportunities by Record Type, GAU Allocation, and Fiscal Year
Contact LYBUNT	Contacts who donated last year, but unfortunately not this year (LYBUNT).
Contact SYBUNT	Contacts who donated some year, but unfortunately not this year (SYBUNT).
Contacts by Best Gift Year	All Contacts grouped by their highest giving year.
Contacts with Giving Totals	Provides summary calculations for Total Gifts, Best Gift Year, Largest Gifts, and more.
Contacts with Soft Credits	Provides summary calculations for Soft Credit Totals, Soft Credit This Year, Soft Credit Last Year, and Two Years Ago.
Donation % Change This Year vs Last Year	Provides donation percentage change calculation between this year and the previous year, grouped by Account.
Expected Opportunities	Comprehensive list of Opportunities, grouped by Account Record Type, Opportunity Record Type, and Stage.
Expected Overdue Payments	Comprehensive list of overdue Payments.
Expected Payments	Comprehensive list of unpaid Payments, grouped by Payment Scheduled Date.
GAU Allocations and Payments	Joined report (Classic Only) that provides GAU Allocation and Payment information in a single view, grouped by Opportunity.
General Accounting Units	Provides various summary calculation figures for individual General Accounting Units. Click Show Details to see a breakdown of Allocations by Opportunity.
Grants This Year	A list of all Grant Opportunities this year
Households with Giving Totals	Provides summary calculations for Total Gifts, Best Gift Year, Largest Gifts, and more.
Lifetime Account by Level	Provides a breakdown of Total Gifts for all Accounts, grouped by Level.
Lifetime Account Gift Ranges	Provides a breakdown of Total Gifts for all Accounts, grouped by gift range bucket.
Month by Month Donation Comparison	Provides multi-year donation calculation figures, demonstrating cumulative trends for revenue grouped by calendar month over time.
Open Opportunities	A list of open Opportunities, grouped by Stage.
Opportunities by Campaign Source	A list of all Opportunities, grouped by Campaign and Stage.
Opportunities by GAU Allocation	A list of Opportunities, grouped by General Accounting Unit and Fiscal Year. Excludes lost Opportunities.
Opportunities with Payments	Payments grouped by Opportunities with details.
Opportunities with Unclaimed Matching	Opportunities eligible for matching, where the donor’s Primary Affiliation matches gifts, but matching fields have not been set on the Opportunity
Paid Recurring Donations	List of paid Recurring Donation Opportunities, grouped by Account Record Type.
Prior Year Giving with Mailing Address	List of Total Gift amounts with Household address information.
Top 25 Account Donors Lifetime	List of 25 top Account donors, based on Total Gifts.
Top 25 Opportunities Lifetime	List of top 25 Opportunity donations, based on individual Opportunity Amount.
Tribute Opportunities	A list of donations given in honor or in memoriam, grouped by Tribute Type.

NPSP Dashboards

(Source: https://sfdo-docs.s3-us-west-2.amazonaws.com/npsp_reports.pdf)
Dashboard Title	Description
Development Analysis	Compare giving this year to the previous three years and get a quick overview of your recent and top donors. Includes charts showing: Giving by Account Record Type this Year Giving by Opportunity Record Type this Year Giving by GAU this Year Giving by Account Record Type Last 3 Years Giving by Opportunity Record Type Last 3 Years Giving by GAU Last 3 Years 25 Most Recent Gifts this Year Top 25 Household Gifts this Year Top 25 Organization Gifts this Year
Development Forecasting	Review giving in your pipeline, and find and cultivate new potential donors. Includes charts showing: Open Opportunities by Stage Open Opportunities by Record Type Open Opportunities by Campaign Overdue Payments Expected Payments Next 90 Days Top Delinquent Accounts Pipeline by Month and Stage Top 25 LYBUNT Households Top 25 LYBUNT Organizations Top 25 SYBUNT Households Top 25 SYBUNT Organizations
Giving Range Analysis	Break your donors into groups and review each individually for patterns year over year. Includes charts showing: Amount by Range 2yrs Ago Amount by Range Last Year Amount by Range This Year Donors by Range 2yrs Ago Donors by Range Last Year Donors by Range This Year
NPSP Campaign ROI Analysis	Compare your fundraising campaigns and analyze their success. Includes charts showing: Total Donations by Campaign Total Donations vs Actual Cost Return on Investment (ROI) Cost Per Donor (CPD) Cost Per Dollar Raised Return on Initial Investment (ROII) Net Per Donor Average Donation Number of Donations