Goodworld’s reporting templates provide organizations with a flexible and powerful solution for tracking impact, analyzing campaign performance, and sharing consistent data with key stakeholders.
Reporting templates are designed to streamline the reporting process and maintain accuracy, whether you're exporting contact lists, transaction summaries, or campaign metrics. This not only facilitates data-driven decision-making but also promotes transparency and accountability within the organization. Furthermore, the flexibility of the templates allows them to be customized to meet the specific needs of different departments and projects, making them an invaluable tool for any organization that relies on data to measure its success.
How to access reporting
There are two ways to view and create reports within the Goodworld platform:
Within a Campaign: Click into the Reports tab of an individual campaign to view all reports and templates associated with that specific campaign.
Platform-wide Reporting: Use the Reports tab on the outer left-hand navigation menu to view reports and templates created across all campaigns.
Key Features of Reporting Templates
Multi-Stakeholder Capability
Create and customize reports for a range of stakeholders including CFOs, workplace giving coordinators, payroll staff, marketing and development teams, executives, and board members.
Custom Fields & Columns
Admins have the ability to rename column headers for reports on a per-campaign basis:
Campaign-Specific Reporting: Customize headers to reflect campaign-specific priorities. For instance, a peer-to-peer campaign might highlight volunteer activity, while a workplace giving campaign emphasizes matched donations.
Improved Clarity: Renaming fields helps internal teams, executives, and external partners quickly understand the data.
Targeted Insights: Tailored column headers ensure that reports emphasize the most relevant metrics for each campaign, supporting real-time analysis and decision-making.
Merge Tags in File Names
Automate consistency by inserting merge tags like start and end dates into file names.
Export Types
Choose from several types of exports—Transactions, Contacts, Campaigns/Events, Funds, and Payments—each offering unique insights.
Scheduling Functionality
Schedule reports to run automatically at selected intervals. Set the export frequency, next export date and time, optional first export date, date range (relative to the export date), and designate report recipients.
Creating a reporting template
Navigate to the Reports tab on the left-hand menu.
Click into the Templates tab.
Select Create a Template.
Fill or select in the following fields within Basic Settings.
5. Select and arrange the desired fields in the order that should appear on the report.
Export Types
Transactions: Export donation data by campaign or platform-wide.
Contacts: Export a list of all users who have participated in a campaign or across the platform.
Campaigns/Events: Export campaign-specific activity and performance metrics.
Funds: Export fundraising data by fund, with optional amount-based filtering.
Payments: Export payment transaction data with filtering options for tags, statuses, gateways, and campaigns.
Workplace Giving Use Cases
With reporting templates, admins can quickly generate reports for a variety of stakeholders using unique pre-configured formats.
Tailored Workplace Giving Reports: Different partners may require different data configurations. One partner might want to see payroll schedules broken down by employee, while another uses a unified payroll schedule. Reporting templates allow admins to accommodate both with custom formats.
Location-Based Campaign Reports: Organizations may want to compare in-area vs. out-of-area campaign performance. Reporting templates let you create tailored reports with different fund designations based on employee locations, providing deeper insights into regional engagement.
Key Benefits
Time Efficiency: Once you configure your ideal layout and data structure, save it as a template. Load the template for future reports without repeating the setup process.
Consistency Across Reports: Ensure that reports maintain a uniform structure across campaigns, making it easier to compare and analyze data.
Customization: Choose which fields to include, how they’re named, and the order in which they appear.
Improved Report Accuracy: Reduce errors and omissions by using predefined, consistent templates.
If you have questions about Reporting Templates, schedule a support call with our success team.