Contact Reports

The "Status" filter defaults to Active because most Contact reporting is intended to work with the Contacts currently in use in your database.

Archiving in DonorDock functions as a form of soft deletion. The Contact record remains in the database, but it is no longer treated as an active Contact. For example, when duplicate Contact records are merged, the record that is not retained may be moved to Archived status.

Because of this, including archived Contacts in a report can sometimes introduce records that are incomplete, outdated, or duplicates of an active Contact. In most cases, leaving "Status" set to Active will yield the most useful results. If you have a specific reason to review archived Contacts, you can add Inactive to the "Status" filter before running the report.

Contact Reports automatically leave out Contacts marked as Deceased or Do Not Solicit. These exclusions help prevent Contacts who should not receive normal solicitation or outreach from being unintentionally included in reporting workflows.

If you need either group included:

1. Click the blue "Filters" button in the upper-left corner of the report.

2. Check "Include Deceased" and/or "Include Do Not Solicit".

3. Click "Run Report" again.

The two settings are separate, so you can include one group without including the other.

The "Types" filter allows you to choose which kinds of Contact records should appear in the report.

DonorDock Contact Types include:

• Individual

• Household

• Organization

You can select one or more Contact Types depending on what you are trying to analyze.

For example, you might select only Organizations when reviewing corporate supporters, only Households when using Household giving roll-up, or Individuals when preparing person-level outreach.

Badges provide a flexible way to identify or categorize Contacts based on information that matters to your organization. A Contact may have multiple Badges, which makes the "Badges" and "Exclude Badges" filters especially useful when creating more targeted lists.

You can select multiple Badges to include in the report, and you can also identify Badges that should be excluded.

For example, you might build a report around Contacts with a particular program Badge while excluding Contacts with another Badge that indicates they should not be part of the current outreach group.

Using the include and exclude Badge filters together can help you create more nuanced Contact groups without having to maintain a separate report for every possible combination.

The "Marketing Lists" and "Exclude Marketing Lists" filters work similarly to the Badge filters.

Use "Marketing Lists" when you want the report limited to Contacts who already belong to one or more selected lists. Use "Exclude Marketing Lists" when Contacts on particular lists should be left out of the results.

You can select multiple lists in either field, making these filters useful when comparing or combining existing audiences.

Check "Active Members" when you want the report limited to Contacts who currently have an active membership.

A Contact is considered an active member when they have a Membership Gift recorded and the current date falls between the membership's Start Date and End Date.

You can further narrow the results with the "Membership Types" filter. Search for and select as many Membership Types as needed when you want to report only on Contacts associated with specific membership programs or levels.

The "Owner" filter allows you to report on Contacts assigned to specific team members.

The Owner of a Contact record identifies the team member associated with that Contact. You can select one or more team members in the filter to view only the Contacts they own. This is particularly useful when your organization divides relationship management among different team members.

The Standard "Donor by Owner" report provides another quick way to review Contacts grouped by Owner.

The "Birthday" and "Spouse Birthday" filters allow you to find Contacts based on birthdays occurring within a particular period.

Available options include:

• Any

• Last Month

• This Month

• Next Month

The Birthday filter uses the birthday recorded directly on the Contact, while "Spouse Birthday" uses the spouse birthday information recorded for that Contact.

"First Gift Date" looks at the Contact's first recorded donation.

This is the filter to use when you want to identify new donors within a particular period.

For example, the Standard "New Donors This Year" report has "First Gift Date" set to "This Year". To find new donors from a different period, you could change this filter to "Last Month", "Last Fiscal Year", or a custom date range.

"Second Gift Date" works the same way but looks at the Contact's second recorded donation.

This is useful when you want to identify donors who have moved beyond their first Gift and made a second contribution.

For example, the Standard "Second Time Donors This Month" report uses the Contact's second Gift date to identify donors whose second Gift occurred during the current month.

"Last Gift Date" looks at the Contact's most recent recorded donation.

This filter is helpful when you want to identify Contacts based on how recently they have given.

For example, if you want to find donors whose most recent Gift occurred sometime within the last two years, select "Custom", enter the appropriate date range, and run the report.

The Standard "All Donors This Month" and "All Donors This Year" reports also use this logic. They identify Contacts whose most recent Gift falls within the current month or year.