Virtuous Raise provides comprehensive reporting capabilities to help you manage your fundraising data. Whether you need to export transaction records for reconciliation or set up automated reports for month-end close processes, you have flexible options to access and share your data. You can customize which fields to include in your exports and configure automated report delivery to your team and leadership.
Keep in mind that you will need the following permissions at a minimum to access reports:
- Donors: View Only or View and Edit
- Transactions: View Only or View and Edit
- Reports: View Only or View and Edit
Table of Contents
- Using Filters
- Create a Saved Set
- Create and download Donor reports
- Create and download Gift reports
- Create and download Recurring Gift reports
- Create and schedule Donor reports
- Create and schedule Gift reports
- Create and schedule Recurring Gift reports
Using Filters
Filters are available on the Donors and Gifts screens, allowing you to pull Donor, Gift, or Recurring Gift data. You can use a Filter once for a quick data pull or save Filters ("Saved Sets") to use for later.
To Create a Saved Set:
For Donor data: From the lefthand navigation, go to the Donors page.
For Gift or Recurring Gift data: From the lefthand navigation, go to the Gifts page and select the All Gifts tab or Recurring Gifts tab.
Press the Filter button in the upper right.
Add parameter(s) to your filter. For each parameter, press the Apply button to add it before proceeding to the next.
Once you've added your parameter(s), select the Save Filter Set button, name your Filter Set, and press Save.
Your Saved Set will now be available to see from the Saved Sets tab from Filters. From here, you can make changes by adding or removing previous parameters, or duplicate this set if you need to create similar reports. You can also download and/or schedule automated reports for this data set.
To Create and Download Donor Reports:
From the lefthand navigation, go to the Donors page.
Filter your Donors as needed. You can add new parameters or start by choosing a Saved Set.
Click the Export icon in the upper right.
Select the field(s) you'd like to include in your report. For more details on what each field entails, check out this support article.
Download a PDF, Excel, or CSV file by pressing the button with the file type you wish to download.
You will be taken to the Exports page where you can see the status of your export. When the status changes to "Completed," you can press the Download button to retrieve the file. Additionally, you will receive an email prompting you to download the file.
To Create and Download Gift Reports:
From the lefthand navigation, go to the Gifts page. (Make sure you're on the All Gifts tab.)
Filter your Gifts as needed. You can add new parameters or start by choosing a Saved Set.
Click the Export icon in the upper right.
Select the field(s) you'd like to include in your report. For more details on what each field entails, check out this support article.
Download a PDF, Excel, or CSV file by pressing the button with the file type you wish to download.
You will be taken to the Exports page where you can see the status of your export. When the status changes to "Completed," you can press the Download button to retrieve the file. Additionally, you will receive an email prompting you to download the file.
To Create and Download Recurring Gift Reports:
From the lefthand navigation, go to the Gifts page and select the Recurring Gifts tab.
Filter your Recurring Gifts as needed. You can add new parameters or start by choosing a Saved Set.
Click the Export icon in the upper right.
Select the field(s) you'd like to include in your report. For more details on what each field entails, check out this support article.
Download a PDF, Excel, or CSV file by pressing the button with the file type you wish to download.
You will be taken to the Exports page where you can see the status of your export. When the status changes to "Completed," you can press the Download button to retrieve the file. Additionally, you will receive an email prompting you to download the file.
To Create and Schedule Donor Reports:
From the lefthand navigation, go to the Donors page.
Press the Filter button in the upper right.
Add parameter(s) to your filter. For each parameter, press the Apply button to add it before proceeding to the next. You can start with new parameters or choose a Saved Set and add more.
Once you've added your parameter(s), select the Save Filter Set button, name your Filter Set, and press Save.
Your Saved Set is now displayed with its new name. Press the Schedule as an Export button to see options for scheduling your export.
Export Contents: Give your export a name, additional parameter(s) (if you'd like), and select the fields you would like to include. Press Sending Details to proceed.
Sending Details: Enter the email address(es) of the recipient(s) that should receive this. Specify your timing and other settings for sending:
- Start date and time
- Whether or not this export is recurring.
- If recurring, indicate the number of days, weeks, months, quarters, or years in which it repeats.
- Choose whether or not to include Export Data as an email attachment. This will allow anyone who receives the export via email to view it, regardless of whether they are logged into Virtuous Raise.
Export Attachment Format: From the dropdown, choose CSV, Excel, or PDF.
Press Schedule Export.
To edit or delete the scheduled export, you can do so by going to Settings, and then Scheduled Exports under System Settings.
Press the 3 dots on the right of the scheduled export you would like to modify or delete.
To Create and Schedule Gift Reports:
From the lefthand navigation, go to the Gifts page and make sure you're on the All Gifts tab.
Press the Filter button in the upper right.
Add parameter(s) to your filter. For each parameter, press the Apply button to add it before proceeding to the next. You can start with new parameters or choose a Saved Set and add more.
Once you've added your parameter(s), select the Save Filter Set button, name your Filter Set, and press Save.
Your Saved Set is now displayed with its new name. Press the Schedule as an Export button to see options for scheduling your export.
Export Contents: Give your export a name, additional parameter(s) (if you'd like), and select the fields you would like to include. Press Sending Details to proceed.
Sending Details: Enter the email address(es) of the recipient(s) that should receive this. Specify your timing and other settings for sending:
- Start date and time
- Whether or not this export is recurring.
- If recurring, indicate the number of days, weeks, months, quarters, or years in which it repeats.
- Choose whether or not to include Export Data as an email attachment. This will allow anyone who receives the export via email to view it, regardless of whether they are logged into Virtuous Raise.
Export Attachment Format: From the dropdown, choose CSV, Excel, or PDF.
Press Schedule Export.
To edit or delete the scheduled export, you can do so by going to Settings, and then Scheduled Exports under System Settings.
Press the 3 dots on the right of the scheduled export you would like to modify or delete.
To Create and Schedule Recurring Gift Reports:
From the lefthand navigation, go to the Gifts page and select the Recurring Gifts tab.
Press the Filter button in the upper right.
Add parameter(s) to your filter. For each parameter, press the Apply button to add it before proceeding to the next. You can start with new parameters or choose a Saved Set and add more.
Once you've added your parameter(s), select the Save Filter Set button, name your Filter Set, and press Save.
Your Saved Set is now displayed with its new name. Press the Schedule as an Export button to see options for scheduling your export.
Export Contents: Give your export a name, additional parameter(s) (if you'd like), and select the fields you would like to include. Press Sending Details to proceed.
Sending Details: Enter the email address(es) of the recipient(s) that should receive this. Specify your timing and other settings for sending:
- Start date and time
- Whether or not this export is recurring.
- If recurring, indicate the number of days, weeks, months, quarters, or years in which it repeats.
- Choose whether or not to include Export Data as an email attachment. This will allow anyone who receives the export via email to view it, regardless of whether they are logged into Virtuous Raise.
Export Attachment Format: From the dropdown, choose CSV, Excel, or PDF.
Press Schedule Export.
To edit or delete the scheduled export, you can do so by going to Settings, and then Scheduled Exports under System Settings.
Press the 3 dots on the right of the scheduled export you would like to modify or delete.