Data + Reporting

It feels redundant to pull a report for donations and a separate report for custom question responses especially since I didn't have to pull two separate reports before the most recent update. One of the custom questions we have is a general gift note where people can let us know if they want their gift to go to a specific program/project or to provide more context for their gift. What used to be a seamless process has now gotten clunky.

Create way to pull emails of/ engage with current monthly donors for monthly donor newsletters and other things. Data would change as monthly donors sign up and cancel recurring donations.

I'd like to be able to pull ONE report that shows the donation data and the custom question responses, with one line per donor instead of one line per question. Right now you can pull the donation data in one report and the custom question data in a second, but each question has its own line, which makes the report difficult to use.

Currently, if you want an Additional Question to be Optional, it is automatically put after the transaction is complete. We would like to ask people to share anything they like about their donation (why they were inspired, whether they want it designated toward a specific program, etc.) and I've already had one person say they were frustrated that they couldn't share anything like that before they made their donation, so they didn't make one and called me instead. While I love talking to our donors, I don't want them feeling frustrated. If I could move the question to earlier in the process, problem solved!

Please don't email me a link to download a CSV. I am already on your website. Just give me the CSV there.

It would be especially helpful to have in honor/memory of information included in the auto-generated email sent to the administrator when a donation is made. Instead, I have to log in to check the details of the gift which is frustrating and adds unnecessary steps.

The way the date is currently formatted in reports makes it impossible to sort by date. In the downloaded CSV reports, the date appears as such: 'Aug 7 2024 7:42AM EDT' - this should be changed to standard Excel date formatting.

It would be nice to be able to ask if a donors employer offers donation matching, and if so what their employers name is. I know there is the Double the Donation feature, but for some organizations who don't want to spend $500/year on it, it would be helpful to simply ask the donor.

In Stripe, it shows the details of what campaign your donation came from. If the donor chooses to pay with Paypal, no information is sent and it is difficult to associate it with a campaign. Can you add that information?

Allow non profits to see a report of future scheduled donations or total list of donors who have set up recurring donations and for how long.