Event Summary
Registration totals, attendance statistics, and where registrations came from. The one you send your board.
Feature · Reporting
Clear reporting, hours saved
Live campaign metrics while it is running, six built-in event reports the morning after, and every gift reconciled whether it came in online or in an envelope.
Without it
Rebuilding the same numbers by hand, every year
- Rebuilding a meal count in a spreadsheet at eleven at night because the caterer needs it tomorrow.
- A board asking how the campaign is going and the honest answer being “I will know next week.”
- Online totals in one place and the checks in another, reconciled by hand.
- A roster that shows who registered rather than who came.
- Exporting everything to Excel and rebuilding the same pivot every single year.
In short
What reports does FundEasy provide?
FundEasy reports at two moments. While something is running, every giving page shows progress, one-time gifts, recurring gifts, new donors, and recurring donors at the top, and every event dashboard shows registration summary, progress toward your attendance goal, and a live check-in attendance breakdown.
Afterward, six built-in event reports cover the practical work: Event Summary with registration totals, attendance statistics, and registration source breakdowns; Simple Attendee Roster with registration type, host, group, table assignment, and contact details; Meal Choice Report with selections, dietary notes, table, and totals; Affiliation Summary; Groups and Hosts Report; and Event Sponsor Summary.
You can save custom reports and export anything to CSV. Transaction reporting filters by date, amount, and more, with filters applied across every page of results. Payments dashboards cover ticket revenue, pending payments, and order detail at both event and account level, and a payouts dashboard ties deposits back to the transactions behind them.
While it is running
How is it going?
The numbers that answer a board member at nine in the morning, without anyone running anything.
- Giving page summary bandProgress, one-time gifts, recurring gifts, new donors, and recurring donors. On every giving page, at the top, live.
- Event dashboardRegistration summary, progress toward your attendance goal, event details, promote-event links, and a live check-in attendance breakdown.
- Peer-to-peer leaderboardsLeaderboards and goal meters updating as gifts land, including the offline ones.
The morning after
Six reports you would otherwise build by hand
Each one exists because a coordinator was building it in a spreadsheet at eleven at night.
Simple Attendee Roster
Who attended, with registration type, host, group, table assignment, and contact details. The one you follow up from.
Meal Choice Report
Meal selections, dietary notes, and table, with summary totals. The one your caterer needs.
Affiliation Summary
Affiliations and the number of registrations behind each, listed alphabetically.
Groups and Hosts Report
Every group with host name, table, phone, email, and total guests. The one that tells you which hosts delivered.
Event Sponsor Summary
Every sponsor with tier, phone, email, and address.
What’s included
Everything in reporting
Reports and exports
- Six built-in event reports.
- Saved reports.
- Custom reports with selectable columns, including custom registration types and custom questions.
- CSV export from reports, attendee lists, invitation lists, and peer-to-peer fundraiser lists.
- Sort by last name across guest lists and reports.
Transactions and money
- Payment status shown as paid or not paid.
- Event-level Payments Dashboard covering ticket revenue, pending payments, and order detail.
- Account-level Payments Dashboard across every event and giving page.
- Payouts Dashboard with payout history tied back to the transactions behind each deposit.
- Offline transactions counted alongside online gifts in totals and leaderboards.
Peer-to-peer
- Fundraiser export with names, emails, amounts raised, promised, and collected, goals, and progress percentages.
- Pledge visibility across a campaign, showing outstanding and collected.
Live
- Giving page summary metrics.
- Event dashboard with registration progress and live check-in attendance breakdown.
- Leaderboards and goal meters.
The total is only useful if it is the real total
Cash, checks, and wire gifts get recorded as offline transactions against a contact, attached to a campaign or a specific participant, and they count in totals and leaderboards exactly like an online gift. Payment status shows as paid or not paid in reports, so the money still outstanding is visible rather than assumed.
On the deposit side, the Payouts Dashboard connects each payout to the transactions that made it up, which is the step that usually costs someone an afternoon.
See the reports with your own event in them
Thirty minutes. Bring last year’s spreadsheet and we will show you what replaces it.
Where this does the work
Where the numbers matter most
Banquets and galas Meal counts, rosters, host performance, and the board summary.
Vision dinners Which hosts filled their tables, and who actually came.
Year-end appeal Online gifts and December checks reconciled in one total.
Walks and runs Fundraiser exports, pledges outstanding, and what each team raised.
Questions
Reporting questions
Answered the way we answer them on a demo call.
What reports are included?
Built-in event reports cover the questions you get every event: who came, what they're eating, who each host brought, and which sponsors are in. They include an event summary, an attendee roster, meal choices, an affiliation summary, a groups and hosts report, and a sponsor summary. You can also build custom reports with the columns you choose and save them to reuse. Every report exports to CSV.
How do we get a meal count?
Run the Meal Choice Report. It lists each guest's selection, dietary notes, and table, with summary totals at the bottom. That's the count most caterers ask for, and it comes straight from what guests chose at registration. Export it to CSV if your caterer wants a spreadsheet.
Can we build our own report?
Yes. Build a custom report by choosing the columns you need, including custom registration types and the answers to your custom questions. Save it, and it's ready to run again at your next event. Custom reports export to CSV like the built-in ones.
Can we export to a spreadsheet?
Yes. Reports, attendee lists, invitation lists, and peer-to-peer fundraiser lists all export to CSV. CSV files open in Excel or Google Sheets.
How do we reconcile online gifts with checks?
Record checks as offline transactions, and they count in the same totals as online gifts. Reports show each payment as paid or not paid, so you can see what's still outstanding. The Payouts Dashboard ties each Stripe deposit back to the transactions behind it. Together that lets your bookkeeper match the bank statement without a separate spreadsheet.
Can we see results while an event or campaign is still running?
Yes. Each giving page's summary metrics update as gifts come in, separating one-time from recurring gifts and new donors from returning ones. The event dashboard shows registrations and, on event night, a live attendance breakdown as people check in. You don't have to wait for the event to end to know where you stand.
Can reports be emailed to us on a schedule?
No. You run reports in FundEasy when you need them and export them to CSV. Saved custom reports make that quick, since the columns are already set. Share the export with your board or bookkeeper from there.