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Analysis Reports
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Analysis Reports
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Summary graph
The report provides you with ability to have an overview of the finances. You can View the data as a graph View and download the data as a table The data can be selected by date period The breakdown of the graph can be by a variety of meth...
Audit trail
This provides the means to export finance data from infoodle, and use it as a quick way to check on total activity to assist you with matching the numbers with your other accounting systems. Select Finance on the Navigation menu. Select Ana...
Recurring donor analysis
The report is used to identify who and how well they are giving regularly and also includes pledges. Therefore as you record pledges either via a form, or on the persons finance / pledges tab, you can see the whole picture of your pledged income for...
Pledge vs Actual
infoodle is able to capture and store pledges which represent any future planned or committed income by a contact. The pledge vs actual report allows you to show how those pledges are being delivered. Requesting the report asks for the following o...
Other reports
There are a number of reports that you can create yourself. Click here to find out how to create your own report. An example of a report that you can create is how to find people who have not made a donation since a particular date? Click here t...