Find the people who need your attention.
Then act.
Turn any filter into a saved list, keep it for yourself or share it with your team, chart it, and email or mail everyone on it without leaving the screen.
Save the current filter conditions as a segment for quick access later.
From a question to a follow-up. Standard reports answer the usual questions, segments answer yours, and every answer can become an email, a letter, or a mailing.
Standard reports, ready on day one. Giving by Fund, Location Statistics, Time Sheet Hours and more open as a dashboard: the headline numbers, a chart you can click to filter, and the records behind it.
Save a list once. Keep it private or share it. Any filter becomes a segment in the sidebar. Keep it to yourself, or share it with your team so everyone works from the same list, and it stays current as gifts come in.
Group any list, then chart it. Group contributions by fund to see each count and total with a grand total underneath, then turn the selection into a chart.
See where your support comes from. Donors by Geography shades the map by total giving, donor count, or average gift, and drills from state to county to ZIP code.
Map reporting is included in Plus and Premium.
One template, a personal letter for everyone on the list. Pick a template and CoolFocus fills in each name and address from the segment. Print the letters and the mailing labels, or email the whole list.
Who gave for the first time this year? One filter later there are 37 names, a total you can report to your board, and a welcome letter addressed to each new donor.
Everything you need to find, count, and reach people. Reports, segments, charts, and merge are on every plan.
Standard reports
Giving, donors, pledges, CoolPay, receipts, volunteers, and, for pregnancy centers, visits and locations. Each opens as a dashboard, a data grid, or a trend.
Private and team segments
Save any filter as a segment. Keep it private, or share it with your team and choose which segments appear in your sidebar.
Relative dates
This year, last quarter, year to date: segments built on relative dates stay current without editing.
Group by and totals
Group any list by fund, source, date, or another column to see counts, subtotals, and a grand total.
Charts from segments
Bar, column, pie, and line charts from any segment or grid selection, ready to download.
- Plus and up
Map reporting
Donors by Geography maps total giving, donor counts, and average gifts by state, county, and ZIP code.
Email merge
Email everyone in a segment from a template, with merge fields such as each donor’s first name.
Document merge and mailing labels
Merge letters, receipts, and giving statements for a whole segment, then print Avery labels or envelopes.
Export to Excel
Export a segment or a report when someone needs the numbers in a spreadsheet.
Bring your next question.
Start with the list that takes the most effort today. In CoolFocus it becomes a segment, a chart, and a letter.