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Reports

FutureFund offers many reports about your site that can inform your long-term decisions. Analyze sales, analyze deposits, view number of orders, reconcile accounts, and more.

  • Campaign Summary: The campaign summary report shows the distribution of funds to the campaigns. This report is used to get a high level view of sales for each campaign.
  • Campaign Detail: The Campaign Detail report provides a detailed record for every purchase for the specified campaign. If you want to choose your own columns and save that setup for next time, use Campaign Export instead, found on the campaign itself.
  • Cash Reconciliation Report: The First Step offline payment detail report shows transactions needing payment.
  • Category Sales Report: The category sales report shows the gross sales by store category.
  • Corporate Matching Summary: The corporate matching summary report shows by employer the number of requests in each workflow step along with eligible and collected amounts.
  • Daily First Step Statistics: The daily First Step statistics Report shows completed First Steps by date and grade along with daily and grand totals.
  • Donation Detail: The donation detail report shows a breakdown of donations to a single campaign by amount and grade.
  • Failed Installment: The failed installment plan report shows past due installments.
  • Installment Plan: The installment plan report shows orders with an active or complete installment plan.
  • Leaderboard: The leaderboard report shows gross sales by grade and teacher.
  • Membership: The membership report lists every membership sold, filterable by campaign.
  • Offline Payment: The offline payment detail report shows transactions needing payment.
  • Payment Type: The payment type report provides a breakdown by payment type, payment method, card type, and processing errors.
  • Transaction Detail: The transaction detail report shows paid payment transactions.
  • Student Campaign Purchases: The student campaign purchases report shows students with purchases from campaigns.
  • Unit Sale: The unit sale report shows the number of units sold with options.

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