We're thrilled to introduce our enhanced reporting capabilities: Visual Reports with Actionable Insights and the new Report Builder.

In this training, Product Manager Hani Abughazaleh walks you through getting started with the new reporting tools.

Visual Reports delivers crucial data through intuitive dashboards featuring comprehensive metrics on fundraising, advocacy, and email performance. A standout feature is our new Actionable Insights, which proactively analyzes your data and provides performance notifications with specific recommendations for improvement.

The Report Builder offers a streamlined interface for creating custom reports with cleaner and flatter data exports. Our new insight fields feature allows reporting on aggregate metrics like total raised, single gifts count, email opens, and engagement scores (plus many more).