Reports - only as good as your filters
November 04, 2015

Reports - only as good as your filters

Maggie Ivins | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

DonorPerfect is used to track donor contacts, dollars, volunteers, and budgets for events. It used by other departments. It addresses consistency to a certain degree.
  • Up to date information, once items are keyed in they populate.
  • Offers various output options.
  • Seems to hold ALOT of data,
  • Reports - There needs to be a better way to create reports when it comes to filters. There are so many filters you don't know what to do. It is very confusing if you want a specific report (multi year trend analysis). Your filters need to be precise or your reports will be skewed. There should be a catalog or example of reports with a brief summary. QuickBooks Online for example, has this kind of feature where it tells you the name of the report, then a description of what that report will tell you and a preview of what you will see once you launch the report. I think even a high level report that you can then drill down would be helpful. This is my biggest issue with DonorPerfect. Perhaps send a user survey and ask for what reports are the most popular ?
  • Sorry, I am almost 6 months into the use of DonorPerfect and I couldn't tell you. In the perfect world where each department was diligently cognizant of the need for accuracy and input into DonorPerfect - sure the ROI is AWESOME! However in my current situation coming from 21 years in the corporate financial world where MIS departments bled access and SQL, data warehouse, and where now the filters are convoluted, I see inefficiencies.
DonorPerfect is the only software I know and I am not 100% sure about it. The reports need a lot of help. A big question is what do you want the software to do? DO you want a one stop shop - then sure. Do you need daily and consistent reports that are accurate and don't drive you nuts because of all the filters you must check......then no....