Powerful reporting, for ongoing fundraising insight and answers on demand.
Know your donors and numbers well enough to raise more and keep supporters close.
Live dashboards track every channel, reports go from a quick export to a fully custom build, and Cody, your AI assistant, answers your questions in plain English. All on one connected platform.
Reports & Dashboards included on the Free Plan. More with Pro.
Every tool you use feeds the same reports
Donations, peer-to-peer, events, auctions, email, and SMS all live in one platform. Your reports and dashboards read that data directly, so there’s nothing to export or sync first.
Donation Forms
Every gift, including recurring and pledges, is reportable the moment it’s submitted.
Sites & Pages
Campaign and appeal results, ready to report.
Peer-to-Peer
Fundraiser and team results, down to the individual.
Event Ticketing
Registrations and ticket orders, ready to report.
Auction Management
Bids and payments, on the same donor records.
CauseVox CRM
Every report reads the live donor record.
Reporting you can just ask for.
Ask a question in plain English, like “How did recurring giving compare to last year?” Cody answers in seconds and shows exactly how it got there.
Cody — AI reporting
Ask, and Cody does the work
Type a question the way you’d say it out loud and Cody returns a clear answer with a chart. No report builder, no analyst to wait on. Ask a follow-up and it keeps going.
Answers you can stand behind
Cody works straight from your real records and gives the same answer every time. Trace any total back to the exact gifts or people behind it, reconciled to your books.
Everything in one place
Ask for “recurring donors who also fundraised peer-to-peer and lapsed this year” and Cody answers it, because it all lives together in CauseVox. Already connected, always current.
See your fundraising at a glance, built your way.
Start from a ready-made dashboard, then add the widgets that matter to your org. The numbers update themselves and stay current, so where things stand is always a glance away.
| Donations | |
| Gross / Net / Displayed Donation Volume | Donation Count · Total Donors · Average Donation |
| Matching Gifts: amount and count | Donation Volume Over Time chart |
| Lifetime Donations | Average / Largest / Median Gift |
| First & Last Donation · Giving Years · Days Since Last Gift | Giving History chart |
| Recent Donations list | |
| Recurring giving | |
| Monthly Recurring Donations | Active Recurring Donors |
| Gross / Net / Displayed Recurring Volume | Recurring Donation Count |
| Recurring Volume Over Time chart | |
| Pledges & installments | |
| Gross / Net Pledged · Active Pledges | Collected So Far · Outstanding Invoices |
| Past Due | Due in Next 30 Days / by Year End |
| Pledge Volume Over Time chart | Per-donor pledge picture |
| Per-donor installments | Pledge & Installment History chart |
| Recent Pledges / Installments list | |
| Peer-to-peer fundraising | |
| Total P2P Raised · Total P2P Donation Count | Personal Pages: count and raised |
| Team Pages: count and raised | Organization Pages: count and raised |
| Gross / Net / Displayed splits | Pages Created Over Time chart |
| Volume Over Time chart | |
| Events: tickets, registrations & auctions | |
| Gross / Net Ticket Sales · Tickets Sold | Sales by Tier list |
| Auction Items & Bidders · Gross Auction Payments | Per-donor ticket history |
| Per-donor registration history | Per-donor auction history |
| History charts & recent-activity lists chart list | |
| CRM | |
| Total Contacts | Contacts Who Have Given · Contacts With Email |
| Total Households / Organizations | Added Over Time chart |
| All revenue combined | |
| Gross Revenue · Expected Revenue | Revenue Over Time chart |
| Expected Revenue Over Time chart | Per-donor lifetime revenue |
| Recent Revenue list | Campaign Goal Progress |
Three ways to report, one connected platform.
Pull a quick spreadsheet, run a ready-made template, or build a custom report. Because every channel lives in one place, they all read the same live records, so your numbers always match.
Grab a spreadsheet in seconds
Open any list of records, narrow it with a few filters, choose your columns, and download to CSV. Save searches for easy reuse.
- Filter by status, amount, date, tags, or custom fields
- Choose your columns and save the setup
- Works on every list, from donations to tickets
Start from a ready-made report
The reports fundraisers ask for most, already built: top donors, lapsed donors, event registrations, top bidders. Run one as is, or customize and save it as your own.
- Donor, revenue, campaign, recurring, and more
- Adjust the filters and columns, then save
- Run and share easily
Build exactly the report you need
Start from any record type, pull in related details, and filter on any field, including your tags and custom fields. Build it by pointing and clicking, or switch to SQL and write it yourself.
- Point-and-click visual builder or write SQL
- Combine related records; report on all revenue in one place
- Group, sort, and save
Less time in spreadsheets. More raised.
When the numbers are current and all in one place, you act on them sooner. That shows up in retention, in major gifts, and in the hours your team gets back.
Thank donors while it still matters
Same-day numbers let you steward donors the day they give, not after a nightly sync. Faster thank-yous lift retention.
Catch lapsing donors in time
Live LYBUNTS and lapsed lists surface at-risk donors now, while you can still win them back.
Numbers you can stand behind
Figures that reconcile to your books, ready in minutes, so reporting to your leadership stops eating your weekend.
Give your team their hours back
No exports, no reconciling, no rebuilding the same sheet. That time goes straight back into fundraising.
Trusted by thousands of nonprofits
CauseVox makes AI genuinely useful. It helps us understand our data, build consistent reports faster, and actually makes reporting feel fun.
Real reporting from day one.
Custom dashboards when you scale.
Free
The Insights Dashboard, built-in reports, the visual report builder, and exports. Included, no reporting license fee.
Get started freeReal reporting, free forever.
Pro
Everything in Free, plus custom dashboards you build and share, deeper workflows, and stronger support.
Schedule a demoStop exporting CSVs the night before the board meeting.
Ask Cody, pin a dashboard, or run the report that used to eat your weekend, then get back to your donors. Start free with the full Insights Dashboard.
