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.
- 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.
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.
- JA-Firm Classroom Volunteers
Program Managers and Development Officers use this to view an organization’s classroom volunteer involvement.
- JA-Constituent Profile - Individuals Report
All staff members use this report to provide a full view of a constituent’s involvement with JA.
- 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 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.
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