Donations Reports
The Donations Reports in Zoho ERP help you track, analyze, and review donations received during a selected period, and provide tax-compliant reports as mandated by The Government of India. These reports provide clear visibility into donor activity, fund performance, and tax-related donation details, supporting both operational analysis and statutory compliance.
Tracking Donations Reports
You can monitor and analyze donations across your organization by accessing the donation-related reports from the Reports section.
Here’s how:
Log in to your Zoho ERP organization.
Click Reports on the left side bar.
Scroll to Contributions under Report Category.
In the Contributions reports list, you can select your preferred report to view the detailed analytics.
Donations by Donor Report
The Donations by Donor report in Zoho ERP provides a comprehensive donor-wise view of all donations received during a selected period. It consolidates your donations data by donor, allowing you to track both the total contribution amount and the number of donations made by each donor from one place.
Insight:
You can select a specific date range and further refine the report using filters to analyze donor contributions based on your reporting needs. to analyze donor contributions based on your reporting needs.
How is this report helpful for your business?
The Donations by Donor report lets you view total donations, donation frequency, and the average donation amount for each donor, making it easier to identify high-value donors and recurring contributors.
You can narrow down the report using the + More Filters option to view donor-wise details based on specific criteria. This report is useful for fundraising analysis, donor management, and financial reporting.
Let’s understand this with the help of a scenario.
Scenario:
Patricia, a fundraising manager at Zylker Foundation, wants to review donor contributions for the current month to plan a personalized outreach approach for donors. With Zoho ERP, they can use the Donations by Donor report and filter it for the required period. The report shows her which donors contributed the most and how often they donated. Using these insights, Patricia can segment donors for targeted outreach, strengthen relationships with recurring contributors, and plan fundraising strategies using this report.
Donations by Fund Report
The Donations by Fund report in Zoho ERP provides a comprehensive view of donations grouped by fund for a selected period. It helps you track the total amount collected under each fund and the average donation amount, giving you clear visibility into how contributions are distributed across different fundraising initiatives.
Note:
You can generate this report for a specific date range and further refine it using filters to analyze donations based on individual funds. The report enables you to assess fund-level performance and compare contribution trends across multiple funds within the same period.
How is this report helpful for your business?
The Donations by Fund report helps you evaluate the effectiveness of each fundraising fund by showing how much revenue it has generated and the average contribution received. These insights allow you to identify high-performing funds, understand donor giving behavior at a fund level, and make informed decisions about fund allocation, promotion, and future fundraising strategies.
Scenario:
Charles, the finance manager at Zylker Foundation, wants to review how different funds performed during the current month. He opens the Donations by Fund report in Zoho ERP and selects the required date range. The report shows him the total donations collected for each fund along with the average donation amount. By analyzing this data, Charles can identify which funds attracted higher contributions and decide where to focus upcoming campaigns or allocate resources more effectively all within a single report.
| Report Function | Donations by Fund | Donations by Donor |
|---|---|---|
| Filter Report | ✔ | ✔ |
| Group Report | ✔ | ✔ |
| Compare Report | ✔ | ✔ |
| Performance Overview | ✔ | ✔ |
| Sort Columns | X | ✔ |
| Schedule Report | ✔ | ✔ |
| Share Report | ✔ | ✔ |
| Export Report | ✔ | ✔ |