Advanced CRM reporting to help with efficient NPO management
In today’s dynamic non-profit landscape, having access to comprehensive and up-to-date insights is a must for member associations and non-profit organisations to thrive. CRM CRM reporting and analytic tools are crucial in enabling these organisations to make informed decisions, optimise processes, and drive their mission forward. CRM-service NPO version offers a versatile, user-friendly interface and robust features to help you get the reports you need to improve your organisational processes.
Advanced customisable reporting tools
CRM-service NPO version empowers non-profits to create thorough reports tailored to their specific needs. The flexible report generator allows users to extract specific, easily readable data that reflects the current state of their organisation. Reports can be generated for public, personal, or restricted use, ensuring that sensitive information is only accessible to authorised personnel.
Reporting Highlights
Custom report templates
Users can save their own report templates that can be copied and customised as needed. This feature ensures that reports can be quickly and easily adapted to meet evolving non-profit requirements.
Related data
In non-profits, knowing the relationship between all parts of your association is important. By leveraging CRM’s relational capabilities, users can review and report on various metrics, such as project cost per program.
Visual dashboards
By utilising our visual front-page charts, you can make public, private, and shared dashboard views that represent the desired reports in visual form, giving all authorised team members quick access to the data they need.
More information tab
With this feature, you can create and attach reports to specific entities like donor accounts. This means that you can easily see all reports attached to a specific donor or other stakeholder in one place.
Quick edits
Operations of non–profits are evolving, so the reporting templates might get outdated over time. Luckily, our system allows you to easily modify the rules reports are based on.
Up-to-date reports
With our tools, you can easily set rules to generate reports. This makes it easy to reuse existing reports, eliminating the need for repetitive creation.