Feature area
Sapling reporting is designed to connect donor records, gifts, campaigns, events, communications, payments, and operational context.
Why it matters
Reports should answer real operating questions without making staff export data, rebuild definitions, or lose the context behind a number. Sapling reporting is meant to stay close to the filters, records, and workflows teams already use.
Report preview
Sapling reports are meant to move from pattern to action. Start with the map, drill into a state or county, and use donor-level context like giving history and real estate signals to decide where follow-up deserves attention.
Giving concentration by location. Public preview uses Demo Foundation data with sample donor rows.
Five demo records using the same donor columns as the CRM geographic report.
| Contact Name | Address | Real estate value | Total Giving | Largest Gift | Last Gift Amount | Last Gift Date |
|---|---|---|---|---|---|---|
| Marcus Garcia | 1347 Union RdArizona, AZ 20355 | $1,060,627High potential | $35,674 | $10,227 | $5,719 | Aug 25, 2026 |
| Maya Currey | 1210 Maple LnArizona, AZ 20354 | $105,490 | $25,999 | $8,902 | $3,862 | Mar 19, 2026 |
| Samuel Patel | 1073 Oak DrArizona, AZ 20353 | $320,353 | $16,829 | $7,637 | $6,219 | Oct 13, 2026 |
| Daniel Johnson | 1621 Cedar StArizona, AZ 20357 | $105,901 | $14,134 | $8,552 | $5,121 | Jun 10, 2026 |
| Jennifer Rosen | 1484 Park AveArizona, AZ 20356 | $320,764 | $4,585 | $7,227 | $7,227 | Jan 4, 2026 |
Lifecycle preview
The lifecycle report turns donor status changes into a practical worklist. Click a station or ribbon to move from the flow into the five donors behind that movement, then decide who needs cultivation, reactivation, or stewardship.
Donor movement across 2025 → 2026, with sample donor rows on click.
The current view: more repeat giving, plus a visible lapsed recovery stream.
Five demo records using the same columns as the CRM lifecycle donor drilldown.
| Contact | Stage | Lapse risk | Last gift | Last gift amount | Last contacted | Tier | Gift Officer |
|---|---|---|---|---|---|---|---|
| Aaliyah Cohen | Lapsed | 68 | Nov 30, 2024 | $22,183 | Nov 30, 2024 | Major | Jordan Lee |
| Priya Gupta | Lapsed | 65 | Oct 10, 2024 | $335 | Oct 10, 2024 | Minor | - |
| Isabella Sato | Lapsed | 65 | Nov 16, 2024 | $2,235 | Nov 16, 2024 | Mid-level | Priya Shah |
| Yuki Popova | Lapsed | 61 | Nov 28, 2024 | $335 | Nov 28, 2024 | Minor | Priya Shah |
| Rajesh Nwosu | Lapsed | 55 | Feb 5, 2025 | $494 | Feb 5, 2025 | Minor | Sam Carter |
More than two reports
These are just two of the many helpful reports Sapling can give you.
Anything you need to see, it should be here in Sapling: simple, effective, and close enough to the donor record that a report can turn into the next action.
Sapling reports are meant to connect the metric to the donors, gifts, events, and actions behind it.
A report should help staff act, not just admire a dashboard. Sapling keeps tasks, segments, exports, and record review nearby.
Reporting gets easier when gifts, receipts, payments, imports, and donor relationships are not split across disconnected systems.
Keep exploring