Pulling Reports for First-Time Donors

Need to identify or report on your organization's first-time donors? Here are 3 ways to get that view, depending on what you're looking for.

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Dashboard:  Homepage  |  Contributions Table  |  People Module

Homepage

For a quick overview, we recommend checking the New Donors section on your homepage. This surfaces both one-time and recurring first-time donors automatically, no filtering needed.

• ⏩ Recurring Donors: If a donor recently set up a recurring gift, you might notice a future date listed. This happens when the donation is scheduled to begin on a later date, rather than starting immediately.

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Contributions Table

Want a custom report you can export and analyze? The Contributions table lets you build this in a few steps:

1. Filter the table by your desired date range (e.g., year to date).
2. Export the results. 📤
3. Open the exported file and sort by name (or Donor ID) to remove duplicates and identify unique donors within that date range.

This approach is a great option when you want to define your own reporting period. It's especially useful if you're building a weekly, monthly, or quarterly first-time donor report, since you can adjust the date range each time.

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People Module

Prefer to work from Donor Profiles directly? You can filter the People module by the New stage. 🔵

• If you need to report on a specific timeframe, we recommend using the Contributions table instead. (The People module is better suited for reviewing donor stages and giving totals, rather than filtering by date.)

• Donors whose only activity is anonymous gifts, failed gifts, or no giving history yet won't have a stage populated on their profile.

Reporting on Recent First-Time Donors

Need a first-time donor report for a shorter window, like the last 7 or 14 days? You can build one by exporting from the People module and refining the results in a spreadsheet:

1. Navigate to the People module.
2. Filter donors by Stage = New and Total Gifts = 1.
   

3. If you'd like to narrow further, use the Donor Type filter. (Select One-Time to isolate first-time gifts, or Recurring to isolate new recurring gift setups.)

4. Once your filters are applied, export the results. 📤
   • The exported file includes each donor's contact information and gift details, including a timestamp. To narrow the results to your desired window, sort or filter by the Created At column.
   • We recommend copying the relevant rows into a pivot table or new spreadsheet to create a clean, shareable report for your team.