GiveWp Email Reports Add-on

GiveWp Email Reports - Automatic email reports for donations

GiveWp Email Reports is an extension designed for WordPress installations based on the GiveWP plugin. It automates the sending of clear reports on donor activity and fundraising results. This extension allows you to create personalized email reports for administrators, campaign coordinators, and stakeholders without having to manually generate data in the dashboard.

Key Features of GiveWp Email Reports

• Sending schedule – reports can be generated and sent periodically (daily, weekly, monthly) or ad hoc.
• Customizable email templates – customize report content, headers, footers, and basic recipient guidelines.
• Filters and segmentation – reports by donation forms, campaigns, time frames, payment statuses, or traffic sources.
• Export Attachments – Option to add CSV or PDF files containing transaction details and donor lists.
• Recipient Selection – Forward reports to multiple recipients, email groups, or dynamic administrator lists.
• Metrics and visualizations – a set of basic KPIs (total donations, number of contributions, average donation, new supporters) and charts to help you quickly understand trends.
• Period comparisons – reports that include comparisons with previous periods, making it quicker to analyze campaign performance.
• GiveWP Compatibility - Seamless integration with existing GiveWP forms, additional data fields, and plugin settings.

Benefits of Using GiveWp Email Reports

More and more organizations need quick access to data to make informed decisions. GiveWp Email Reports shortens the time from transaction collection to analysis and distribution of results. Automated reports eliminate the need for manual data extraction and formatting, reducing the risk of errors and allowing you to focus on fundraising activities.

• Save time – Regular reports sent automatically reduce manual administrative tasks.
• Better decision-making information – access to key metrics in a concise form accelerates campaign decisions.
• Transparency of settlements - clear statements make it easier to settle donations with the board or donors.
• Improved communication – sending personalized reports to various roles (coordinators, accounting, volunteers).
• Scalability – the solution works from small organizations to larger projects with multiple forms and campaigns.

Practical applications

GiveWp Email Reports works well for a wide range of nonprofits, foundations, associations, and community projects using WordPress and GiveWP. Typical scenarios include:

• Daily revenue summaries for the finance team.
• Weekly KPI reports for fundraising teams monitoring campaign effectiveness.
• Monthly reports for management containing comparisons to previous periods.
• Providing a list of donors and transactions in CSV format for accounting.
• Generate reports for partners and sponsors showing campaign return on investment.

Implementing GiveWp Email Reports allows you to automate your reporting process without disrupting your existing WordPress workflow. Integration with GiveWP allows data to be sourced directly from donation forms, ensuring consistent and up-to-date information. This extension streamlines performance monitoring, increases operational efficiency, and supports the development of more relevant fundraising strategies.