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Insights: A Deeper Dive on Insight Reports

An overview of how to navigate the various reports available in Avid's Insights tool.

 

Getting the Most Out of Avid Insights Reports

Why Avid Insights Matters

Fundraising success depends on understanding what’s working, what’s not, and what needs to change. But pulling reports across multiple systems can be time-consuming and frustrating.

Avid Insights changes that by bringing all your fundraising data into one place—giving you instant, actionable insights without the hassle of manual reporting.

Exploring Avid Insights Reports

Avid Insights goes beyond surface-level reporting. It consolidates critical fundraising data and organizes it into intuitive categories, making it easy to find the reports you need. You’ll find insights across:

  • Channel performance – Track how different fundraising channels are performing.

  • Giving levels – Understand trends across broad-based, mid-level, and major donors.

  • Campaign performance – See how your fundraising initiatives are driving results.

  • Donor journey insights – Analyze acquisition, retention, and reactivation trends.

  • And more!

You can browse reports by category or use the search function to quickly find the ones most relevant to your needs.

Drilling Into the Overall Program Performance Report

One of the most powerful reports in Avid Insights is the Overall Program Performance Report. This report offers a comprehensive view of your fundraising program, with multiple tabs that let you drill into key performance areas:

1. Revenue & Donors Overview

  • Track total revenue and donor count over time.

  • Analyze revenue per donor and average gift size.

  • Identify monthly trends, spikes, and slow periods.

2. Donor Segments

  • View new, retained, and reactivated donors.

  • Compare donor segments to understand where growth is happening.

3. Active Donor Comparisons

  • Compare current donors vs. inactive donors.

  • Track donor engagement trends over time.

  • Get automatic takeaways to guide strategy decisions.

Each tab provides real-time, interactive data that helps you make informed decisions to grow your program.

Customizing Your Reports with Filters

By default, Avid Insights shows a high-level view of all donors and transactions. But real power comes from customizing your reports with filters.

  • Drill down by donor type – Look at broad-based, mid-level, or major donors separately.

  • Refine by channel – Compare online vs. offline giving performance.

  • Adjust the time period – Analyze performance over specific months, quarters, or fiscal years.

At any point, you can hover over the yellow icon at the bottom of the report to see which filters are currently applied.

Applying filters ensures you’re always looking at the data that matters most to your strategy.

Take Action with Avid Insights

Avid Insights doesn’t just report the data—it helps you interpret trends and make data-driven decisions. Use these reports to:

  • Identify opportunities for donor growth and retention.

  • Optimize your fundraising channels based on real performance data.

  • Prepare for team and board meetings with clear, compelling reports.

Take a few minutes today to explore Avid Insights. Customize reports, apply filters, and see how your fundraising program is truly performing. The more you use it, the more confident you’ll be in making strategic decisions that drive real impact.

 

Ready to Keep Learning? Check out the next article on Insights: Tracking Your Goals »