Recommended Reading Before You Start
Creating New Reports
1. Navigate to Reports and Select New Report.
2. Select the Report Type from the tabs.
It’s important to choose the right report type because they query the constituent data a bit differently. Once you understand the differences between them, you’ll find it much easier to get the results you’re looking for.
The types of new reports available depends on the Neon modules enabled for your system. For example, if you do not have the Membership module, you will not see a section for Membership reports.
The Communication & Mailing reports are account based, which means they search on account data rather than transaction data. You’d use these reports any time you want to focus on account contact and account custom field information. Use one of these reports to search on account custom data, account notes, email communication history, addresses and relationships.
Frequently used reports in this category include:
- Mailing Report
- All Accounts Report
- Household Report
- Email Report
- Account Note Report
In these types of reports, you can search on account custom fields using the "Account Custom Fields" search category.
You can also build mailing lists. From the report results page of the Mailing Report and the Household Report, you have the additional option to 'Create Mailing' with the results. Clicking this button will take you to the page shown below where you can run a Mail Merge and create a Material Tracking for this merge.
Run the Email Report to report on campaign email stats (e.g. opens, bounces, clicks, opt-outs, etc.). Also can be used to identify invalid email addresses.
Use the 'Email' search category to search on information related to your email statistics and email communication history. You can filter your results based on the type of email, campaign name, sent time, bounces and opens, opt-out date and other email related information.
Use the 'Basic' search category to search on account information.
The Names and Addresses by Account Relationship report searches on accounts linked by an Individual or Company Relation. These relationships appear under the Account Relations section of a Neon account page. These relationship types are configured under Global Settings.
The Additional Contact Report allows you to search either the Main Account or the Contacts of that account for the criteria you've specified:
The Main Account is the Company or Primary Household Contact.
If you search by the Main account...
...the report will return that account in the results, as well as separate rows for each of its contacts, whether the contacts fit the report criteria or not.
If you choose to search the Contacts...
...the results will show only the contact that fits the criteria and the Main Account.
Donation reports are transaction based, which means they query against donation transactions that have been recorded in your database. You’d use these to pull up individual transaction information for donations, pledges, pledge payments, soft credits and honor/memory information. Donation reports will give you totals for each column, but subtotals have to be done by exporting the results to Excel.
The Donation Detail Report is a transaction based report, which means that each row in the report results will be a different donation record. A Donor Report is account based, so each row will be different donor.
Donations with Honor/Memory and Acknowledgee information can be viewed by running the Honor/Memory Donations Report. Certain Honor/Memory and Acknowledgee information can also be searched and viewed in the Donation Detail Report.
This category also houses the Recurring Donation Report.
Donor reports look at account information, rather than transactions. To show up on a Donor report, the constituent must have a donation record on their Neon account. This is different from a Mailing Report or All Accounts Report, which look at all accounts.
These reports are found here: Reports New Report Donor
Transaction & Payment reports look at transactions of any type. These reports are useful for totaling multiple sources of income. For example, you can summarize income from a group of constituents, or over a period of time.
These reports are found here: Reports New Report Transaction & Payment
This category of reports includes:
- Transaction Report
- Payment Report
- Itemized Transaction Report
- Expired Credit Card Report
- Product Sales Report
The Transaction ID column will populate with the transaction number provided by your gateway for online credit card payments. If the 'Check #' field is populated for check payments, then that number will display as the transaction ID.
Use the 'Item Type' search field to narrow your results to certain types of transactions. Pull in the 'Item Description' column to see the item type in your report results.
Use the 'Transaction Date' to search on the Donation Date, Membership Enrollment Date, Event Registration Date or store purchase date.
You can search on the 'Total Charge' of the transaction using this report type. This search criteria allows you to find all transactions with a total charge equal or greater/less than a specific amount.
Membership reports are account based, which means they capture member data rather than individual membership transactions.
These reports are found here: Reports New Report Membership
The Member Report allows you to search for both current and expired members; the Current Member Report will only search amongst current members.
The report results columns "Membership Name", "Membership Cost", "Membership Start Date", "Membership End Date", and "Membership Enrollment Date" in Membership Reports will show the most recent membership data for each account. However, you can search the entire membership transaction history of your accounts when pulling Membership Reports.
Tip: To search only the most recent membership information for each account in your report, you'll need to load the additional search criteria:
Most Recent Membership Only: Equal 'Yes'
You will load this criteria, for example, to report on accounts with memberships that expire within a certain date range but you want to exclude constituents that have already renewed. If you don't load this criteria, then Neon will look for accounts with any memberships that meet your criteria.
Your online store reports will give you information about transactions that took place in your online store. You can find information like total amount spent in your store, number of purchases, or your top selling items.
The Campaign Summary and Social Fundraising Summary reports are found here. The campaign report will summarize all transactions attributed to a campaign. It breaks out different categories of transactions, like registration fees and donations. These reports are found here: Reports New Report Campaign.
To see the combined total of a parent campaign and its sub-campaigns, run the Campaign Report and check the box to "include child campaign's donation/event total." as shown below.
There are a couple of different types of event reports. When selecting an event report, bear in mind that Neon CRM differentiates between an event Registrant and event Attendees. The registrant must be a Neon account, whereas attendees do not need to have their own individual accounts. The transaction is tied to the registrant, as this is the person that fills out the registration form.
First, an Event Summary Report will break out a few different pieces of information for each event, like total revenue, registrants, and which campaign it contributes to.
There are also Registrant Reports, which pull from transaction data. These show you the details of event registration transactions. They also list who that registrant has specified as attendees.
An Attendee Report is similar to a registrant report, but it breaks out registration information for events by each attendee.
The Activity report returns a list of activities created within your Neon CRM system. You can search for activities based on a variety of criteria such as priority, start/end date, subject, etc., as well as prospect data and/or basic contact information on the associated account.
The Prospect Report returns a list of prospects created on Neon CRM accounts. You can search for prospects based on prospect data such as created date, campaign, status, system user etc., or based on activity data and/or basic contact information on the associated account.
The Grants Report returns a list of grants created on Neon CRM accounts. You can search for grants based on grant data such as created date, status, system user, notes etc., or on basic contact information on the associated account.
The Stats Report allows you to search for constituents with transactions and create mailings with the results. You can limit the search to a single transaction type or you can look at all of them. This report is unique in that Neon calculates the total transaction amount and count based on the search criteria you've specified.
Navigate to: Reports New Report Stats Report. From here, you must first select your transaction type(s). This limits the scope of your search to accounts with the selected transaction type(s). You must select at least one transaction type, but you may select more if you wish.
You can further limit the scope of your search to accounts with transactions within a specific date range or those with a minimum or maximum cumulative transaction total or count.
On the first step of the Stats Report you can:
- Choose at least one transaction type (required).
- Specify a date range to search. If no date is specified, the report will return transactions over all time.
- Specify a minimum and/or maximum total transaction amount.
- Specify a minimum and/or maximum number of transactions.
After selecting your preliminary search scope, click "Save and continue" . This will take you to the standard reporting query interface where you will be able to load additional search criteria. You can see the options you selected on the first page under "Search Parameters". Click "Change" to go back to the first page.
To see these totals for each account in your report results, use the Edit button to add the desired fields. The total transaction amounts and counts within the period are available as output columns "Range Count" and "Range Total" as shown below.
The "Total" that displays directly below the final row of the results page will give you the sum total of each "Range Total" and "Range Count" column, as shown in the example below.
From the Stats Report results page, you can create a Material Tracking with this list by choosing Create Mailing under the Export Results dropdown.
Run quick itemized transaction or payment-based reports for specific dates or intervals. These reports include all payments entered into Neon within the specified date range. Only transaction records that have a payment will show up in an auto report. This saves you the time of having to load search criteria or select columns. However, you cannot change the criteria or columns for these pre-configured reports.
1. Navigate to Reports and select Daily Reports.
2. There are two categories of Auto Reports that determine the scope of the search:
- Custom Date Range - use the "From" and "To" fields to set your custom date range.
- Automatic Reports - select an interval from the dropdown menu (i.e., daily, weekly, bi-weekly, monthly, quarterly, yearly).
3. After choosing a date or date range, you must also select the report format. You can choose to generate either an itemized report or payment-based report.
One-Click reports come pre-built with Neon CRM. These are reports you can run to access commonly-needed information about accounts and transactions without having to load search criteria.
1. Navigate to Reports and select One-Click Reports.
2. Select the Report you would like to run.
3. You can use the Configure Report to pull in the fields you wish to view in this report. The search fields are fixed for these reports and cannot be modified.
Executive Reports are a way to see summaries of your Neon CRM data.
Unlike other reports in Neon CRM, these reports:
- Calculate totals rather than listing each account or transaction.
- Run once to capture a moment in time, and do not automatically update.
- Take longer to run, so they calculate in the background and will provide a notification when the report is ready. (Make sure your system user account has an email address if you would like to receive a notification by email.)
Effectiveness Over Time reports summarize key metrics for your Donations, Events, Memberships, and/or Store Purchases, which you can group and compare by week, month, quarter, or year.
You can compare metrics such as:
- New Donors
- Reactivated Donors
- Event Attendance
- New Members
- Retention Rate
- Store Order Revenue
Income Analysis Reports display a summary of all income for a given time period.
1. Navigate to Reports and Select Executive Reports.
2. See past executive reports. Select the button in the Details section to view report.
3. Customize report. When finished, select Run Report.
4. You will be notified when the report is ready.
Here is an example of the kind of results you might see in an Income Analysis Report.
Recommended Related Articles
- Recurring Donations
- How do I accept, manage, and acknowledge Tribute donations?
- Reporting on Different Donation Types
- Adding Mail Merges to Material Tracking
- Reporting on Event Custom Fields
- Event Detail Page
- User Groups & Permissions
- Executive Reports