Reporting
Tools to Elevate Your Cause.
Enables Leadership - Real-time, intuitive, simple-to-use reporting and accessible data offers meaningful insights for leadership. Gain better visibility into the organization’s true financial health and your supporters' engagement.
Elevate Generosity With Vision2
Comprehensive Reports
At-your-fingertips information for visual insights on donation data to help predict revenue flow. Out-of-the-box reports include YoY or MoM giving, household giving, fund comparisons, lapsed donors, giving channel sources, and recurring gift trends.
Accessible Data & Detailed Reporting
Empowers leadership with the data to predict revenue flow, viewing recurring giving, and the valuations of each gift. Segment your donors according to where they are on their generosity journey from first-time donors to lapsed donors and more.
Streamlined Back Office
Automates all the various inputs for reporting, saving your finance team countless hours and bringing your back office to the future.
Supporting Features
Robust
Integrations
Real-time, bi-directional synchronization with major ChMS platforms such as Microsoft Dynamics 365 Fundraising & Engagement and HubSpot. Data is effortlessly updated for reliable insights. Plus, giving data flows automatically into your accounting system, seamlessly matching your GL transactions.
Statement
Generator
Automatically create then print, email or text highly detailed, IRS-compliant, date and time-stamped statements for one, some or all donors at the touch of a button. Easily track email opens and re-send to non-openers.
Automated Data
Deduplication
Keep your data clean and your reports trustworthy with a de-duping report that actively scans every new profile against existing data for potential duplication and lets you quickly identify matches.