How to Request a DEAR report

Everything you'll need to request a DEAR, including required data and where to go

A DEAR report is created using a series of transactions - for example - donations over time, membership payments over time, purchases over time, etc. 

Requesting a DEAR

You can request a DEAR from the analytics page on our platform.

Simply click 'Get DEAR' to get started. This will take you to the DEAR request form where you'll need to manually enter some additional information, and select which report sections you'd like included. The report sections include 'Donor Categories', 'Donor Personas', and 'Donor Behavior.' 

Click 'Generate DEAR', and on the next page you'll be prompted to upload the data we will use to create the DEAR. 

Data Requirements for Every DEAR Report Section 

If you are requesting multiple report sections, please submit ONE (1) file with all the necessary data fields included. 

NEW DONOR DEAR / FASTEST NEW DONOR DEAR

Required:

  • Donation Date
  • Donation Amount
  • Contact Info (name, address, email, etc)

Preferred (but optional)

  • Method of Acquisition
  • Donor ID
  • Donation ID
  • First Donation Date
  • Donation Type

REPEAT DONOR DEAR / FASTEST REPEAT DONOR DEAR

Required:

  • Donation Date
  • Donation Amount
  • Contact Info (name, address, email, etc)

Preferred (but optional)

  • Method of Acquisition
  • Donor ID
  • Donation ID
  • Donation Type

HIGH VALUE DONOR DEAR / HIGHEST MARGIN DONOR DEAR

Required:

  • Donation Date
  • Donation Amount
  • Contact Info (name, address, email, etc)

Preferred (but optional)

  • Method of Acquisition
  • Donor ID
  • Donation ID
  • Donation Type

PRIMARY / SECONDARY / EMERGING PERSONA DEAR

Required:

  • Donation Date
  • Donation Amount
  • Contact Info (name, address, email, etc)

Preferred (but optional)

  • Method of Acquisition
  • Donor ID
  • Donation ID
  • First Donation Date
  • Referral Date (Date of Initial Outreach)
  • Cost of Acquisition

TOP LOCATIONS / EMERGING LOCATIONS DEAR

Required:

  • Donation Date
  • Donation Amount
  • Contact Info (name, address, email, etc)

Preferred (but optional)

  • Method of Acquisition
  • Donor ID
  • Donation ID
  • First Donation Date
  • Referral Date (Date of Initial Outreach)
  • Cost of Acquisition

TOP DONATION TYPES / ACQUISITION METHOD DEAR

Required:

  • Donation Date
  • Donation Amount
  • Contact Info (name, address, email, etc)

Preferred (but optional)

  • Method of Acquisition
  • Donor ID
  • Donation ID
  • First Donation Date
  • Referral Date (Date of Initial Outreach)
  • Cost of Acquisition