Report Library

Reporting is simple in ClearView CRM. The system comes pre-loaded 90 ready-to-use reports that offer in-depth, interactive looks at a range of measures.  You can easily run and export reports on donors, appeals, gifts, opportunities, pipelines and much more. With filtering and the ability to see data based on individual units like chapters or offices, even these standard reports can give you data that looks like a custom report.

ClearView CRM Nonprofit Reporting Pipeline Movement Analysis Detail Report Pledge Balence summary Report opportunity pipeline analysis report Ask Ladder Response Report

Making your information available automatically and on demand:

  • Schedule reports to run automatically
  • Drill down into your data to discover new opportunities and make informed decisions
  • Uncover wide-ranging information on individual giving histories with donor profiling
  • Get up-to-the-minute results for solicitors with status reporting
  • Combine standard reports with BI information such as management, query, reporting and analysis tools