Reporte general (General report) guide

With this guide you will be able to see on one screen how your organization is doing: how much you raised, how many new people arrived, how your monthly donations are going and where your donors come from.

Module: Data · Menu: Data > Reporte general · Audience: leadership, fundraising and communications teams

About the labels in this guide: buttons, fields and menus are written exactly as they appear in the Spanish version of the console, with an English explanation where it helps.

What the Reporte general is

The Reporte general (General report) is a dashboard with your organization's most important numbers for the period you choose. It brings together in one place your people, your subscriptions (monthly donations), your transactions and your communications.

The numbers are calculated on the spot, with the latest data, every time you open the screen or change the period.

What it is for

• See at a glance how you are doing. How much you raised, how many new people arrived and how monthly donations are going.
• Know what works. You see which campaign, form (widget), UTM or page your people, subscriptions and donations come from.
• Share results. You can download the numbers for your team or your board.

Step by step

How to analyze the Reporte general

1. Open the report. Go to Data > Reporte general. When it opens, you will see the last full month (for example, if it is October, you will see September).

2. Choose the period. Use the filters at the top (we explain them in "What the Presets, Año and Mes filters are for").

3. Review the 5 zones, from top to bottom. Each one answers a different question:

4. See where they come from. The "by origin" tables (Nuevas suscripciones por origen, Transacciones por origen and Nuevos leads por origen) split results into blocks, one below the other: Por campaña (By campaign), Por widget, Por UTM campaign, Por UTM medium, Por UTM source and Por URL de landing (By landing URL). Each table starts closed: click its title to open it. Each block has its own "Descargar" (Download) button. This way you know which campaign or form brings you the most donors.

Some keys to read it well:

• Total fallidas (Total failed) counts only one-time donations that failed. Monthly charges that failed are in Cargos fallidos (Failed charges).
• Amounts are in your organization's currency.
• ARR is a projection (MRR multiplied by 12), not money received.

What the Presets, Año and Mes filters are for

They let you choose the period you want to see and download.

Presets are one-click shortcuts:

Año (Year) and Mes (Month) let you choose a specific month or year, up to 8 years back. For example, to compare this year's December campaign with last year's, look at one December first and then the other.

Keep in mind: there is no filter by campaign or currency, no free date range and no automatic comparison with the previous period.

What the Descargar button downloads

• The "Descargar" (Download) button at the top downloads a CSV file (it opens in Excel or Google Sheets) with all the indicators for the chosen period. It has four columns: Sección (Section), KPI, Actual (Current) and Unidad (Unit).
• Each "by origin" table has its own "Descargar" button, which downloads only that table.

Keep in mind: if a "by origin" table has more than 5,000 rows, it can't be downloaded and you will see an error message. Choose a shorter period and try again.

Frequently asked questions

Last updated: 2026-10-26