Reports

The Panorama Donor Management tool provides access to reporting and data through SmartLists.  SmartLists are dynamic lists of data that are created by criteria and settings you define.  These lists can be viewed in the Donor Management tool or exported.

SmartLists start with a basic set of information:

• Constituent SmartLists - use a Constituent SmartList when you want to view a list of constituents.  For example, “I would like to view a list of constituents who live in the same city as our organization” or “I would like to view a list of constituents who have given our organization over $100 this year”.
• Volunteer SmartLists - use a Volunteer SmartList when you want to view a list of volunteers.  For example, “I would like to view all the volunteers who have served this year” or “I would like to view a list of volunteers who have a ‘bookkeeping’ skill”
• Donation SmartLists - use a Donation SmartList when you want to view a list of donations.  For example, “I want to view all the donations that we received through our Holiday Appeal Letter” or “I want to view all the donations that we received in the 3rd quarter of this year”.
• Pledge SmartLists - use a Pledge SmartList when you want to view a list of pledges.  For example, “I want to view all the pledges that we received at our Building Fund dinner” or “I want to view all the pledges that have overdue payments”.
• Pledge Payment SmartLists - use a Pledge Payment SmartList when you want to view a list of individual pledge payments.  For example, “I want to view a list of individual pledge payments that are overdue” or “I want to view a list of individual pledge payments that are due within the next 30 days”.
• Hours Logged SmartList - use an Hours Logged SmartList when you want to view a list of logged hours entries.  For example, “I want to view a list of all the individual entries of hours that were logged last week” or “I want to view all the hours that have been entered for the Front Desk job”.

• Open Time Slots SmartList - use an Open Time Slots SmartList when you want to view a list of time slots for your volunteer engagements.  For example, “I want to see a list of open time slots for the Front Desk job” or “I want to see a list of open time slots that have over 2 positions available”.

Within each type of SmartList, you can use the filter icon to filter which SmartLists are displayed and you can click the plus (+) sign to add a new SmartList.

If you click on a SmartList name, the Donor Management tool will show you the SmartList results.  Note: Whenever you click on a SmartList, you will see the latest information that meets the SmartList criteria.  SmartLists are dynamic and will always show you the latest information that meets the criteria defined for the SmartList.

If you want to copy/clone a SmartList, click the copy icon at the end of the row for the SmartList you want to copy.