Automatic, recurring transaction reports
complete
Tori Meglio
The ability to enable automatic and recurring transaction reports executed to admin inboxes.
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Elaine Makikalli
complete
This feature is complete! 🎉 You can now create and send automatic and recurring transaction reports as a part of our new Givebutter Plus feature, Reporting, making it easier than ever to manage and analyze your data.
Features:
- Track campaigns and fundraising performance with real-time visualizations, customizable reports using Givebutter’s metrics library, and dynamic comparisons to analyze trends over time.
- Utilize built-in fields for totals and counts, apply flexible filters for personalized donor segments, and use quick filters to sort new, lapsed donors, and event attendees effortlessly.
- Securely share reports with team members and external stakeholders, automate report scheduling for weekly, monthly, or quarterly delivery, and export data seamlessly from any table view for further analysis.
For full instructions, check out this Help Center article: https://help.givebutter.com/en/articles/9900256-how-to-create-schedule-and-export-custom-reports
Note:
This feature is only available to Givebutter Plus users.✨ On September 25, 2024, we introduced Givebutter Plus, starting at just $29/month, offering enhanced tools and features. Enroll in our 30-day FREE trial to discover how this can boost your fundraising potential: https://givebutter.com/signup/plus-trial
Elaine Makikalli
planned
This feature is in our pipeline!
We’re rolling out an exciting lineup of new tools designed to supercharge your fundraising and we want you to be the first to know!
🎉
Join us live for a landmark Givebutter launch on September 25th!
Be part of this exclusive event and witness firsthand how these tools can transform your impact.
Register now:
https://givebutter.com/the-spreadM
Monica Salvia
Yes! This would save a good amount of time and help us compare data more easily.
Stephanie Barnhill
Include automatic reporting for automated payouts as well.
C
Chanler Cox
It would be fantastic if exports could be scheduled out of Givebutter - thinking of organizations who may want to route this to a sftp or another location.
Claudia Estrella
Include multiple frequencies (ie: daily, weekly, monthly, etc)