Analytics

Aegis CRM includes reports you can generate that use graphics and data so you can analyze the performance, effectiveness, and efficiency of your organization.

Note: Your permission settings determine the reports you can generate in Aegis CRM. Output is available in .PDF format and some reports can be opened in Excel.

The following tables identifies the report groups and includes a description of the information available in the reports.

Report Group	Description
Accounting	A collection of reports that include information about credit cards, outstanding invoices, and pending transactions.
Advanced Management	These reports focus on the core statistics of your database, lifetime values, recency/frequency, and RFM.
Appeal	A collection of reports, divided in to five groups for analyzing appeal data. Administrative reports focus on information about acknowledgements, templates, and unassigned appeals. Appeal Performance reports give you insight into how your appeals are performing by county, segments, and date range. Lifetime Value reports provide information about the lifetime values of your donors focusing on lapsed partners and segments. Response reports focus on details including response data by partners, state, and country. Revenue reports provide information such as monthly revenue for an appeal grouping, monthly comparison, top 10 or 20 appeals, and product sold by appeal.
Batch	A collection of reports that focus on information about the batches used at your organization including payments, performance, daily deposits, and transaction reconciliation.
Campaign Analysis	Designed to provide you with insights into your campaigns including performance analysis, by package and segment groupings, and giving analysis.
Documents	Gives you information about the documents stored in Aegis CRM and include a summary or detailed report.
Email	Includes details about the email appeals used to communicate with partners.
Event	Gives you a cost detail and summary report for your events.
Fulfillment	Review information about daily printing tasks and product fulfillment by item or order.
Fund	Information in these reports include giving analysis by quarter and revenue including by description or batch category.
Geography	View geography information including 3 or 5 digit by state, postal code by Canadian province, and revenue by country.
Income/Expense	Details information related to monthly income, revenue by month, 3-year comparison, and item revenue by order or payment date.
Inventory	Provides details including instock vs. reorder levels, orders by partner, status by appeal, and pending shipments.
Major Donors	Identify information about the net worth analysis of partners, major gifts by year, and major giving officer goals or follow up tasks.
Management	View statistics related to the state of your database.
Media Management	Information available includes top media markets and monthly transaction summary.
Memberships	Generate revenue details by membership level.
Partner	A collection of reports, divided in to three groups for analyzing partner data. Administrative reports include change history, partner merge, origin code list, managed addresses, and flag counts. New Name reports identify details about new partners to your organization by appeal, mail date, origin code, and new partners to donors summary. Revenue reports focus on the giving details of your partners such as receipts, matching gift details, RFM analysis, and top 50 or 100 donors.
Pledge	View details about the pledges made to your organization including partner details, monthly analysis, adjustments, and appeal.
Segmentation	Identify information you can analyze about your segments such as appeal revenue and partner counts.
Volunteers	Generate volunteer role information in summary or detailed format.

Any custom reports that your organization requested are available in a folder with your organization's name. If you need a custom report, please contact your Aegis CRM Account Manager or Support, support@aegispremier.com.