TormanoThe Reports page has four tabs: Saved Reports, Inline Dashboards, Standard Reports, and Delivery Schedule. Dashboards also have a page of their own.
Standard reports
These answer the questions most teams ask: contact growth, pipeline value, win/loss analysis, donation trends, donor retention, top donors, lapsed donors, and grant pipeline. Click one to run it, adjust the filters, and export the result.
Dashboards
A dashboard shows live figures on cards you arrange yourself: headline numbers, charts, a pipeline funnel, a recent-activity feed, tables, a goal tracker, and your task list. Drag and resize them, and keep as many named dashboards as you need. The Business edition starts from a Sales Overview, the Nonprofit edition from a Fundraising Overview.
Report Studio
For anything the standard reports don’t answer, build your own in Report Studio. Choose what to report on, whether that is contacts, deals, donations, or activities, filter it, group it, total it, and save it. Saved reports live on the Saved Reports tab.
Where to start
If you are new, start with the dashboard you are given. The first time it doesn’t answer your question, build a report in Report Studio.