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Bloomerang Academy
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Housekeeping

3. Housekeeping
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4. Poll

5. Margie Worrell
Margie Worrell is the Curriculum Manager at
Bloomerang. She serves on the board of the
Peace Learning Center in Indianapolis, and
has worked extensively with nonprofits as
both a staff member and a lead volunteer.
Her passions include education, theatre, her
two children and her two small dogs.
Curriculum Manager

6. Reports: Best Practices

7. What will we cover
today?
1. What reports should you have and
why?
a. “Good to have” reports and how
to use them
2. Scheduling reports
a. What reports to schedule and
who to share those reports with
3. Referencing reports
a. Make the most of your reports
4. Utilizing report folders
a. New feature! Look at ways to
organize your reports

8. 5 Reports that are good to
have

9. 5 Reports you
should have
and why
Report #1: Total number of donors
Why this report is helpful:
● Gives baseline to set growth metrics around
percentage of constituents in your database that
are donors
● For the ones who are not giving yet, think of ways
to engage them more
PRO TIP: You can also sort the results by the “Latest transaction date.”
Take a look at how many of these donors gave recently compared to a
few years ago, to give a sense of how engaged your donor base is.
How to find this in Bloomerang: Reports → New → Build a report from
scratch → Constituent
Filters: Include → Add filter → Has any Transactions → OK
Columns: Add a new column → Latest transaction date + Latest
transaction amount

10. 5 Reports you
should have
and why
Report #2: Recent donors, new
Why this report is helpful:
● Enthusiastic first time donors are likely excited by
your cause–show gratitude
● If you haven’t thanked them, this report will show
that
PRO TIP: Use Bloomerang’s built-in report scheduling tool (under the
“Save And” menu) to email this report to yourself on the first of each
month, as a reminder that these are the folks who could use some extra
attention this month.
How to find this in Bloomerang: Reports → New →
Start from a template → Newest donors

11. 5 Reports you
should have
and why
Report #3: Most loyal donors
(defined as having given every year from 2018 to 2022)
Why this report is helpful:
● Should be getting special attention from you–do
something (record video thank you or send a
handwritten note)
● Another great metric for goal setting! What
percentage of your donors are loyal now? Let’s set
goals and create strategies to improve that!
How to find this in Bloomerang: Reports → New →
Start from a template → Most loyal donors

12. 5 Reports you
should have
and why
Report #4: Last year but not this year (LYBUNT)
Why this report is helpful:
● Make a plan to win these folks back! Make some
non-ask touchpoints with them.
● Find out how many times you have reached out to
this group since they last gave. A rule of thumb in
development says that we should have at least
seven touchpoints with a donor before asking
them to give again (and some people say that
should be as high as 14!). Are you close? If not,
another area to develop a plan for improvement!
How to find this in Bloomerang: Reports → New →
Start from a template → LYBUNT

13. 5 Reports you
should have
and why
Report #5: Major donors
Why this report is helpful:
● Think about unique and meaningful ways to
engage this group of supporters. Can you invite
them for an onsite tour, a dinner, or give them a
call to learn why this cause is important to
them?
● When applied to fundraising, the Paredo
principle, also known as the 80/20 rule, says
that 80% of your revenue should come from
20% of your donors. This report can help you
see how close you are to that ideal.
How to find this in Bloomerang: Reports → New →
Start from a template → Top Donors

14. What reports
would you
recommend that
we didn’t
mention?
Type those into
the chat!

15. Scheduling Reports

16. Why is scheduling
reports important?
● Scheduled Reports can help automate your
organization’s fundraising strategy -- spend the
extra time on donor engagement and
cultivation!
● Send information to people who don’t log into
Bloomerang or who don’t use reports
● Keep things top-of-mind by having the report
“show up” in mailboxes just before a tasks
needs done
● Helps to inform metrics and measure progress

17. Reports to
consider
scheduling…
● Donor recognition report
● Lapsing donor report
● Daily task report
● Quarterly revenue report
● Monthly Projected Revenue report
● Donors who will lapse next month report
● Constituents who were updated yesterday
report
● Daily edited transactions report (for
Finance)
● Next month’s birthday report
● Next month’s pledge reminder report
● Monthly LYBUNT/SYBUNT

18. Let’s play……Who is the lucky recipient?
A fabulous game of excitement, skill and absolutely no prizes!!!!
Donor recognition report
Who would you send this report to?

19. Let’s play……Who is the lucky recipient?
A fabulous game of excitement, skill and absolutely no prizes!!!!
Daily task report
Who would you send this report to?

20. Let’s play……Who is the lucky recipient?
A fabulous game of excitement, skill and absolutely no prizes!!!!
Donors who will lapse next month report
Who would you send this report to?

21. How to schedule
a report

22. Referencing Reports

23. Where to
reference reports
● Save time and energy by
using reports you have
already created
● Use report templates to
save time creating filters
from scratch in letters,
emails, reports, bulk
updates and bulk deletes

24. Utilizing Report Folders

25. The “Why”
Report Folders offers users the ability to organize and
clean up lists to save time searching for reports, allowing
reports to be sorted by preference. Organize reports by
report date, constituent type, fiscal year, and more.
Some examples might be:
● Organize reports based on your fiscal year to see
overall giving month over month.
● Create a folder for reports that your marketing
department uses for email/mailing lists.
● Create a folder to hold specific reports for an
event, like a golf outing or gala.
● Sort folders and lists by date modified and not
alphabetically.

26. New feature–Report folders!

27. Add folders that fit your needs

28. Add reports to a folder
1.
2.
4.
3.

29. Pull a report from a folder
1.
2.
4.
3.

30. What about deleting?
Deleting a
report
Do this from
the Action
button–you
can also
deactivate.
Deleting a
folder
Do this from
the Edit
Folder
button.
Reports are
not deleted.

31. Into the database we go!

32. Resources
Bloomerang Knowledgebase and Support Portal

33. Resources
Knowledgebase
Reports & Filtering
Report Basics
Other resources
5 Ways Nonprofits Can Avoid Bad Reports
Boost Donor Engagement with Automated
Reports
Donor Cultivation and Annual Reports
Nonprofit Digital Reports: Showcasing Year-End
Fundraising Efforts
5 Reports Every Bloomerang User Should Run
To Get To Know Their Donors Better

34. Thank you for attending!
If you would like to attend our
Q&A session, please stay with us.
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Bloomerang Academy webinars!