Raiser Review

The Raiser Review report shows all contacts who have a "To Raise" pledge on file, along with their pledge amount, pledge strength, due date, and total contributions raised to date (using Attribution Codes to attribute contributions to the right raiser). This is the go-to report for tracking your major donor and bundler pipeline.

To access it, navigate to Reports in the left sidebar, then click Raiser Review under the Fundraising Reports tab.

Note: Some columns may be hidden at smaller screen sizes. The Export button always contains all columns.

• Name — The contact's full name, which is a clickable link to their person record

• City / State / County — The contact's location

• Pledge Type — Displays "To Raise" for all records in this report, confirming this is a raise-oriented pledge

• Strength — The rated strength of the pledge (e.g., Strong, Unknown). Pledge strength is set on the pledge record itself.

• Pledge Amount — The total dollar amount the person has pledged to raise

• Due Date — The date by which the pledge is expected to be fulfilled, if set

• Total Contributions — The total dollar amount of contributions that have been attributed to this raiser via Attribution Codes. This is the "raised so far" figure.

• Assigned Principal — The principal associated with this raiser relationship

• Assigned User — The staff member responsible for managing this relationship

Click Export in the upper right to download the full report as a spreadsheet, including all columns.

• Attribution Codes are key: The "Total Contributions" figure in this report is calculated based on Attribution Codes. To get accurate numbers, make sure contributions from a raiser's network are tagged with that raiser's attribution code when entered.

• Pipeline review: Sort by Pledge Amount (descending) to identify your highest-value raisers. Compare Pledge Amount to Total Contributions to see who is on track versus falling behind.

• Due dates: If a pledge has a Due Date that has passed with no contributions, that's a flag to follow up. Use the Name link to open the contact record and check their call history.

• Complement with Raiser Review: For contacts who have both "To Give" and "To Raise" pledges, the Pledge Review report will show both pledge types together.