REPORTS

OVERVIEW

Built into List Master CRM are a number of powerful reports that you can use to analyze gifts, donors and much more. The database also provides templates for letters and mailing labels.

They are all accessible from the post-search Results Screen as the "Output Options" drop-down menu shown at the top of the screen.

REPORTS & LETTERS

A description of the standard reports and letters available in List Master. If there's a report you need that doesn't appear on this list, please let us know.

Quick Letter: Begins a very basic letter. The letter is created in Word with Courier font, with the address and salutation in place.

Merge File (XLS): Creates an Excel spreadsheet for mail merges with Word or other word processing programs. All contact information, formal and informal greetings, latest gift and gift date, publication name, etc. are provided for merging into letters or listings.

Merge File (TXT): Just like Merge File (XLS) but created as a text file.

Account Listing: Creates an Excel spreadsheet displaying a wide range of information from your selected records. This option attempts to provide all possible info for gift and other types of analysis; unwanted columns can be deleted. Use this report to compare giving levels between this year and last, to analyze the giving rates of certain groups, and much more. Columns of numbers in Excel can easily be turned into charts and graphs using Excel's graphing features.

Example: An organization wanted to know how online giving rates compared to gifts by mail. They ran two reports, one using the online giving appeal code for December 2012 and one using the December renewals appeal code. Then they ran the same two reports again, this time adding the note result of "Opened" emails to the search. With these reports they were able to determine that giving levels were higher among online donors, and even higher among clients who actually opened emails.

Donor Snapshot: Variation of the Account Listing that shows donor/transaction information at a glance. In addition to full contact information, it includes columns for First Gift/Gift Date, Latest Gift/Gift Date, Highest Gift/Gift Date, Date Joined, Membership Expiration Date, Pledge/Ask Amount, Gifts Total (for the search at hand), Total for Last 12 Months, Total Gifts Overall. It also includes columns, drawn from the Relationship Management screen, with information about the latest contact: when, who, results and more. In addition we can set up columns showing the email address of a link type of your choice, the text of all notes with Note Title (on Relationship Management screen) of your choice, and two more columns based on Categories. Let us know if you'd like to get started with these optional columns.

Phone Bank Listing: Generates a specialized Excel spreadsheet suitable for phone banking. The spreadsheets are interactive with List Master and can automatically update individual records with phone bank-related notes.

Call List: Creates one sheet per selected record with contact information, a list of notes and contacts, and a summary of donations. The list includes checkable boxes to track call results and an area for notes.

Contact Info: Creates a list in Word of basic contact information for the selected records.

Mail House File: Creates an Excel spreadsheet suitable for sending to mail houses.

Print Labels: Generates specific label types for a specific printer. Currently only one printer per organization can be used.

Email Broadcast: Creates a temporary email alias for sending regular, non-personalized, non-tracked email to your list through your usual email program.

HTML Email Merge: Sends an HTML document, such as an e-newsletter, to your list. The email can be personalized, and open rates and click-through rates can be tracked. The database keeps a record of all HTML emails sent to constituents, along with results (opened or not) and any links that recipients click on.

Send Fax: Sends broadcast faxes, with a cover page, straight through List Master.

Renewal Labels: Same as Print Labels but including contact account numbers and membership expiration dates.

Transaction Listing: Opens an Excel spreadsheet listing the details of all donations and transactions for selected records. Includes a monetary total.

Transaction Listing (Detailed): Same as Transaction Listing but including more contact information.

Event Check In Listing: Part of List Master's optional event-management package. Opens an Excel spreadsheet showing a list of all members of event teams or tables, including contact information and even t-shirt sizes.

Income Type Summary: Opens an Excel spreadsheet summarizing and breaking down all income for selected records by type (individual donors, bequests, grants). Useful for reconciling List Master with your accounting system. It's summarized by General Ledger Code, which makes it easy to make a direct comparison with Quick Books or other accounting software. Most organizations do these reconciliations monthly.

Income Source Summary: Opens an Excel spreadsheet summarizing and breaking down all income for selected records by source (specific appeal letters, annual renewals, a specific event, etc.)

Source/Use Summary: Just like Income Source Summary, but also showing information about restricted-use income.

Appeal Code Summary: Opens an Excel spreadsheet summarizing and breaking down income generated from all individual appeals or events for selected records.

Appeal Code Summary (detailed): Opens a Word document summarizing and breaking down income from all individual appeals or events — but in greater detail, including gift ranges.

Full Giving History: Creates an Excel spreadsheet providing detailed contact information plus full giving history for selected records.

Age-Range Gift Level: Part of the optional voter-information add-on, this report opens an Excel spreadsheet listing all gifts broken down by age range for selected records.

This Year/Last Year: Requires that you enter a transaction date range with a starting and ending date. This report creates an Income Source Summary comparing a specific date range for two different years.

Bank Deposit Listing: Produces, in Excel, a simple list of transactions for a designated time period. Suitable as a bank deposit slip.

List Master is Easy.

Create a list from your database. Do something amazing with it. It's that simple.
List Master provides the functions you need, without being cluttered with unnecessary features. The intent is a powerful system that does what you want.
List Master's 20 years of development has been based directly on user input. Let us know what you want it to do.
You don't have to learn a complicated query language to use List Master.

Who Uses List Master?

Working with Oregonians to enhance our quality of life by building livable urban and rural communities, protecting family farms and forests, and conserving natural areas.
The Freshwater Trust is an action-oriented nonprofit that restores rivers and streams throughout Oregon. We use cooperative, market-based solutions that benefit rivers, working lands and local communities.
The Willamette Pedestrian Coalition is a 501 (c)(3) non-profit membership organization dedicated to promoting walking and making the conditions for walking safe, convenient and attractive throughout the Portland metropolitan region.
Children's Healing Art Project (CHAP) brings the healing power of art to children in crisis and their families through a mobile team of teaching artists working in partnership with hospitals, schools, community organizations and local businesses.
Park Academy empowers students with diverse learning challenges to reach their highest potential of giftedness while excelling academically and becoming responsible citizens and community leaders.
The American Tinnitus Association exists to cure tinnitus through the development of resources that advance tinnitus research.
The Epilepsy Foundation Northwest leads the fight to stop seizures, find a cure and overcome challenges created by epilepsy.
The purpose of the Coalition for a Livable Future is to protect, restore, and maintain healthy, equitable, and sustainable communities, both human and natural, for the benefit of present and future residents of the greater metropolitan region.
In May 2012 the voters of Metro District 6 will elect a new Metro Councilor. I will be running for the council in that election to represent the great neighborhoods that make up District 6 and to work to maintain and improve the tools that make our region stronger and more livable.
Hand in Hand: Center for Jewish-Arab Education in Israel is a network of integrated, bilingual schools combining peace education and top academic standards. Our mission is to increase peace, coexistence and equality between the Jews and Arabs of Israel.
Representative Dave Hunt is serving his fifth term in the Oregon House of Representatives representing Clackamas County.
Crowley Wines was founded in 2005 with a focus on pure, vintage-driven winemaking. Starting at the source, we favor older clones of Chardonnay and the classic Wadenswil and Pommard Pinot noir clones.
Founded in 2005, Alma Chocolate uses fresh ingredients to make chocolate you can believe in. For our handcrafted confections, we use real vanilla, fresh herbs, and organic butter and cream, without preservatives or artificial flavors.
KIDS-HEAL is a statewide, school-based, student-driven, parent-run, after-school arts+healthcare learning laboratory. Its mission is to improve the creative and physical health of children and their families across the state of Oregon and Southwest Washington.
The Intertwine Alliance is a coalition of private firms, public agencies and nonprofit organizations working together to tap new sources of funding, better leverage existing investments, and more fully engage residents with the outdoors and nature.
OPAL is a community based organization working to engage, educate, and empower low-income communities and communities of color through direct action and grassroots organizing.
Northwest Pilot Project provides housing services for seniors ages 55 and older who are homeless or at risk of becoming homeless.

List Master Support

If you have questions about using List Master, please contact us at:

support@listmaster.org

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REPORTS

OVERVIEW

REPORTS & LETTERS