Lesson 10.1 – Overview of FastFund Reports

Welcome to Module 10! All the data you diligently enter into FastFund Raising is organized and summarized in easy-to-read and informative reports. FastFund’s financial reporting capability is designed to report from the highest fund level all the way down to each individual gift.

These reports provide the critical insights needed to measure the results of your appeals and campaigns, detail each donor’s giving history, and maintain standard accounting-style journals for all your transactions. In this lesson, we will cover how to access reports, set report parameters, and utilize FastFund’s dynamic viewing features.

1. Accessing FastFund Reports

To access the reporting dashboard, simply select Reports from the Main Menu.

The reports are organized into specific categories on the Vertical Menu, including:

• Donors: Giving histories and summaries by constituent.
• Transaction History: Standard accounting-style journals for cash receipts, pledges, and in-kind transactions.
• Campaign Summary & Detail: Metrics to measure the effectiveness of your appeals, campaigns, and funds.
• Pledge Subsidiary: Reports tracking open pledge balances and aging.
• Lists: Printouts of your database codes, campaigns, and chart of accounts.

Tip: If you are ever unsure which report to run, hover your mouse over the Question Mark icon to the left of the report name. A brief hint will appear providing a description of the report’s purpose.

2. Defining Report Parameters

Before generating a report, you must define its parameters so the system knows exactly what data to pull.

• Date Ranges: All transaction reports require a Date Range. By default, the system will set this range to the Current Fiscal Year to the current date (e.g., if you are on a Calendar Fiscal Year, it will pull data from January 1st to today). You can easily change this by typing a new date or clicking the Calendar icon.
• Report Filters: You do not have to run a report on your entire database. All FastFund Reports can be filtered to select specific records. For example, you can apply a filter to limit a report to only display transactions associated with a specific Project Code.

3. Summary vs. Detail Reports

When selecting your report parameters, you will frequently be asked to choose between two reporting formats:

• Summary Reports: These provide a high-level overview, listing the total donations received for a specific period of time or category.
• Detail Reports: These provide a granular view, listing all individual donations received that make up those totals.

4. Dynamic Viewing and Exporting

FastFund provides flexible output options for your reports, depending on how you need to use the data.

HTML Format (Drill-Down Capability) If you choose to generate a report in the default HTML format, FastFund provides an interactive viewing experience with drill-down capability. In the HTML report, the transaction type, reference field, and constituent name will appear in blue text. Clicking these blue links will instantly open a new browser window, allowing you to drill down directly into the original source transaction or the constituent’s profile record.

Export Formats If you need to print the report or share it outside of FastFund, you can use the icons at the top of the report window to export the data into various formats:

• PDF: Opens a preview window where you can use standard PDF print commands or save the formatted document to your computer.
• Excel (.xlsx) or CSV: Allows you to save the raw report data as a spreadsheet file for further analysis or manipulation.