Reporting Week¶
a Reporting Week typically refers to a standardized seven-day period used for tracking and reporting on fundraising activities and campaign performance metrics. The exact definition of the Reporting Week might vary based on the organization's setup, but it usually serves several purposes:
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Standardized Data Collection: It provides a consistent time frame for capturing, aggregating, and analyzing metrics such as pledges received, calls made, donations collected, and fundraiser performance.
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Performance Analysis: The Reporting Week is used to evaluate the effectiveness of fundraising campaigns over consistent intervals. For example, metrics like new pledges, retention rates, or agent activities are compared week over week.
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Team and Fundraiser Tracking: Reporting Weeks are used to track the activity and productivity of fundraising teams. It helps in scheduling shifts, monitoring hours worked, and analyzing productivity trends.
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Financial Reporting: It assists with monitoring cash flow, payments, and reconciliations for accounting purposes.
In Evergiving, the Reporting Week could start on a specific day, such as Monday or Sunday, depending on the organization's settings, and all relevant data is grouped accordingly to give a week-by-week breakdown of fundraising efforts. This consistent time frame allows organizations to compare data points across different weeks and assess performance effectively.
If you use Reporting Weeks in your operation, we can implement logic to assign a week to each pledge. Unless custom reporting weeks have been set up in the Account profile like in the example below, the account will operate on the default reporting week schedule.
![[Reporting Week (4406722812943)_Screen_Shot_2021-09-20_at_3.png]]
The reporting week can be adjusted via the edit pledge view
![[Reporting Week (4406722812943)_Screen_Shot_2021-09-20_at_3 - 1.png]]
and can also be updated via import with other pledge data.