Retention CRM offers a variety of “Payment Reports” within its Reports module. These reports provide a snapshot of your Association, Chamber of Commerce or Nonprofit’s overarching financial health. There are thirteen built-in reports. Some, like the Payment Summary Report, group your membership, event or any other payments (such as donation) by criteria like date, donor, or type (one-time vs. recurring). This gives you a quick overview of your membership organization’s overall financial activities. Other reports, like the Payment Detail Report, delve deeper, providing specifics on each Payment. Overall, these reports help you track payment trends, identify due payments from memberships and events, your most generous donors, and measure the success of campaigns.
