BCRM Top Reports

The following list includes the top reports for BCRM. Click on the report name to access the report in Production. You must have an account in BCRM to access these.

Program Management Reports

  • JA-Class List
    Program Managers use this report for daily class management and Development Officers use this to present program summary information to potential and active donors.
  • JA-Class and Program Status Summary
    Program Managers and Development Officers use this report to verify end of year class totals and can summarize classes in a variety of combinations. Senior Executives use this report to verify classes for end of year verification sign-off.
  • JA-Classroom Volunteer Retention Report
    Education Officers and Program Managers use this report to identify lapsed volunteers and monitor volunteer retention.

Revenue Reports

  • JA-Account Distribution Report
    Revenue data entry staff and Accountants use this report for revenue reconciliation.
  • JA-Income Report
    Development Officers, Senior Executives, and revenue data entry staff use this report daily to view income activities.
  • JA-Pledge Receivables Report
    Revenue data entry staff, Accountants, Development Officers, and Senior Executives use this report for future income expectations from outstanding payments on pledges.
  • JA-Revenue Summary Detail
    This Detailed revenue report, with a similar layout of the Major Donor Survey, shows revenue transactions, line by line.
  • JA-LYBUNT/SYBUNT
    Large comparison report to view donors that have given during certain timeframes but not others. This report includes filters to compare appeals and campaigns across certain timeframes.
  • JA-Donor Year Over Year
    Revenue comparison report that identifies donor giving year over year.

Board Management Reports

  • JA-Board Profile
    Senior Executives and Development Managers use this report for Board meetings and Board accountability.
  • JA-Board Members List
    Senior Executives and Development Managers use this report as a contact list for their Board.
  • JA-Board Activity
    Comprehensive board report that details full activity for the entire Board. The report includes Board Member and Board Organization subsidiary and employee giving and program involvement.

Constituent Reports

Prospecting Reports

  • My Fundraiser Page
    All staff members use this functionality for task management associated with fundraising efforts and management of class progress. Senior Executives and Development Officers use this functionality to view individual staff fundraising efforts.
  • JA-Major Donor Survey
    The report now includes Major Donors for all JA Areas using BCRM. View Major Donor giving across the country, at any time. This report is also used for fiscal year-end reporting.
  • JA–Prospect Plan Analysis
    Comparison report for development staff to analyze outcome and performance of prospect plans.

Event Reports

  • Event Profile Report
    Event Managers use this to show a summary of event activities throughout the management of a particular event.
  • Event Comparison Report
    Event Managers and Senior Executives use this report to analyze and compare event performance.
  • Auction Detail Report
    Event Managers use this report to view a dynamic auction item list of items available for purchase and items sold.

 

Questions?

Contact helpdesk@ja.org or 1 (719) 540-6120