---
title: 5 Amazing Revenue Reports For Nonprofits in HubSpot
description: If you're a nonprofit, saas•hapily can help you report on your revenue! Here are five great examples!
image: https://saas.hapily.com/hubfs/saas-%20reporting1-1.png
---
[Skip to content](https://saas.hapily.com/blog/5-amazing-revenue-reports-for-nonprofits-in-hubspot#main-content)
[](https://saas.hapily.com)
- [ Solutions ](https://saas.hapily.com)
- ## Roles
- [RevOps](https://saas.hapily.com/for-revops)
- [Marketing](https://saas.hapily.com/for-marketers)
- [Finance](https://saas.hapily.com/for-finance)
- [Customer Success](https://saas.hapily.com/for-customer-success)
- [Sales](https://saas.hapily.com/for-sales)
- [Engineering](https://saas.hapily.com/for-product-and-engineering)
- ## Industries
- [SaaS](https://saas.hapily.com/for-saas-companies)
- [Education](https://saas.hapily.com/for-trainings-and-education)
- [Non-Profits](https://saas.hapily.com/for-non-profits)
- [Memberships](https://saas.hapily.com/for-memberships)
- ## Get Started Today
Discover what you can do
when you harness the power
of Stripe data in HubSpot.
[](https://cta-redirect.hubspot.com/cta/redirect/23722838/96150f92-15c6-4c9d-9f8f-1874dd9fdc4f)
- [ Case Studies ](https://saas.hapily.com)
- [](https://www.zaybra.com/zaybra-customer-story-kinsta-product-led-growth)
Kinsta needed to see account status,
upgrades/downgrades, and growth.
saas•hapily provided the ideal solution.
- [](https://www.zaybra.com/zaybra-customer-story-shapeways)
Shapeways wanted a streamlined quoting
process in HubSpot. saas•hapily delivered.
- [ Pricing ](https://saas.hapily.com/pricing)
- [ Blog ](https://saas.hapily.com/blog)
- [ vs Commerce Hub ](https://saas.hapily.com/vs-commerce-hub)
[ Request a Demo
](https://www.zaybra.com#demo)
[ Nonprofit ](https://saas.hapily.com/blog/tag/nonprofit)
# 5 Amazing Revenue Reports For Nonprofits in HubSpot
If you're a nonprofit, saas•hapily can help you report on your revenue! Here are five great examples!
Running a nonprofit organization can be tough! That’s why you’ll want to make things easier by grafting your revenue in HubSpot. And with some help from [saas•hapily (formerly Zaybra)](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/zaybra-622453), you can easily accomplish this with some well made reports!
But before I show you how saas•hapily can help you, you're going to need to create a few custom properties! Don't worry. I'll teach you how.
1. Donor Type: A Contact property with a Multiple checkboxes field type. Add One Time Donor and Recurring Donor as the options.
2. Lifetime Donations Made: Another Contact property. Set the field type as Rollup and:
- Under Calculated property type select Sum.
- Under Number Format select Formatted Number.
- Under Choose the associated record type select saas•hapily Transaction.
- Under Choose the associated record property select Amount.
3. Subscription Lifespan: This will be a saas•hapily Subscription property with a field type of Equation.
- Under Calculated property type select Time between.
- Under Number format select Duration.
- For the Start Date select Created At.
- For the End Date select Billing End Date.
And now without further ado, here are five great nonprofit reports to get you started!
### How to make a Donations by Donor Type report
If you have multiple donor types and want to see how much revenue is coming in from each, you’ll definitely want to make use of this report! To create it:
1. Create a **Custom Report**.
2. Select **Contacts **as your primary data source and select **saas•hapily Subscriptions **and **saas•hapily Transactions** as your additional data sources.
3. Under the **Configure **tab, select **Horizontal Bar** as your chart type.
4. Add **Lifetime donations made** to the **X-Axis**.
5. Add **Donor Type** to the **Y-Axis**.
6. Under the **Filter **tab, add the filter **Contacts Donor Type **is known.
And you’re done! **
**
### How to make a Recurring Donations Over Time report
If you want to see recurring donation growth over time, this report will be indispensable! To create it:
1. Create a **Custom Report**.
2. Select **saas•hapily Subscriptions** as your primary data source.
3. Select **Area** for your chart type.
4. Add **Created At** to the **X-Axis**. It should be **Monthly **by default, but you can change this by clicking the little pencil on the field and changing the frequency.
5. Add **MRR **to the **Y-Axis**.
And you’re done!
### How to make a Donations Made Over Time report
This one sort of fuses the previous two, making it helpful if you want to see the bigger picture! To create it:
1. Create a **Custom Report**.
2. Select **Contacts** as your primary data source and **saas•hapily Transactions **as your secondary data source.
3. Select **Area** as the chart type.
4. Add **Transaction Created At** to the **X-Axis**. I have it set to **Weekly**, in my example but you can change it by clicking on it and changing the **Frequency**.
5. Add **Amount **to the **Y-Axis**.
6. Add **Donor Type** under **Break Down By**.
7. We’ll need two filters for this one! Under the **Filters **tab, add **saas•hapily Transactions Created At **is **This year so far** and **saas•hapily Transactions Amount ** is greater than **0**.
And you’re all done!
### How to make an Average Recurring Donor Lifespan report
Getting a little worn out from all this report making? I’ll slow things down with an easier one. You may want to know how long your donors are sticking with you. That’s why you’ll want an Average Recurring Donor Lifespan report! To create it:
1. Create a **Custom Report**.
2. Choose **saas•hapily Subscriptions **as your primary data source.
3. Select **KPI **as your chart type.
4. Add **Subscription Lifespan** to **Values**.
5. Click on the **Subscription Lifespan** you just added and change the **Aggregation **to **Average**.
And you’re done! No filters necessary. Keep in mind you want to use just *plain* **Subscription Lifespan** and not **Subscription Lifespan (Months)**.
### How to make a Donors by Source report
It never hurts to know how your donors found you! Make finding out a breeze with the Donors by Source report. To create it:
1. Create a **Custom Report**.
2. Select **Contacts** as your primary data source and select **saas•hapily Subscriptions **and **saas•hapily Transactions** as your additional data sources.
3. Select **Donut** as your chart type (You can’t eat this one unfortunately).
4. Add **Original Source **to **Break down by**.
5. Add **Lifetime Donations Made** to **Values**.
6. Add the filter **Contacts Donor Type** is known.
And you’re all done!
That was a lot to go over, but thanks for sticking with me! Now you have a handful of new reports for your tool belt to help you track revenue for your nonprofit!
*Isn’t that better?**
**
*Want to see what else the app can do? Check out this blog post on [How ](https://saas.hapily.com/blog/how-zaybra-manages-scheduled-stripe-subscriptions-in-hubspot)[saas•hapily Manages Scheduled Stripe Subscriptions in HubSpot](https://saas.hapily.com/blog/how-zaybra-manages-scheduled-stripe-subscriptions-in-hubspot). And be sure to share this post with all of your friends!
### [ David Staat](https://saas.hapily.com/blog/author/david-staat)
Helping users HubSpot hapily!
[ ](https://www.linkedin.com/in/david-staat-878198230/)
## Latest Articles
Browse Articles
#### Simplifying Tax Breakdown for Subscription Services Quotes
Learn the benefits of providing efficient tax breakdowns in quotes for subscription services. Enhance customer satisfaction and streamline ...
###### Sam Campbell
June 05, 2024
[ Stripe ](https://saas.hapily.com/blog/tag/stripe)
#### Organize Your SaaS Business: Managing Multiple Stripe Accounts
Discover why managing multiple Stripe accounts can help SaaS companies organize different services more effectively. Learn how this strateg...
###### Sam Campbell
June 05, 2024
[ Stripe ](https://saas.hapily.com/blog/tag/stripe)
#### Why Offering Multiple Payment Options Boosts Your Business
Learn about different payment methods, their benefits, and how they can expand your customer base. Explore insights on increasing conversio...
###### Nikki Zangardi
April 22, 2024
[ Stripe ](https://saas.hapily.com/blog/tag/stripe)
[](https://saas.hapily.com)
The easiest, most comprehensive way to manage your Stripe data and subscriptions in HubSpot CRM. Built [hapily](https://hapily.com).
### Let's Keep in Touch
###### saas•hapily
[Home](https://saas.hapily.com/)
[Customers](https://saas.hapily.com#customers)
[Features](https://saas.hapily.com#features)
[Testimonials](https://saas.hapily.com/#testimonials)
[Pricing](https://saas.hapily.com/pricing)
[Install Now](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/zaybra-622453)
###### By Role
[RevOps](https://saas.hapily.com/for-revops)
[Sales](https://saas.hapily.com/for-sales)
[Marketing](https://saas.hapily.com/for-marketers)
[Finance](https://saas.hapily.com/for-finance)
[Customer Success](https://saas.hapily.com/for-customer-success)
###### Comparisons
[vs. Cartfuel](https://saas.hapily.com/blog/zaybra-vs.-cartfuel)
[vs. Chargebee](https://saas.hapily.com/blog/choosing-between-chargebee-and-zaybra)
[vs. Chartmogul](https://saas.hapily.com/blog/zaybra-vs.-chartmogul)
[vs. Commerce Hub](https://saas.hapily.com/vs-commerce-hub)
[vs. DepositFix](https://saas.hapily.com/blog/depositfix-vs-zaybra)
[vs. PayPal](https://saas.hapily.com/blog/why-paypal-doesnt-cut-it-on-hubspot-and-how-zaybra-changes-the-game)
[vs. Zapier](https://saas.hapily.com/blog/zaybra-vs-zapier)
###### Resources
[Blog](https://saas.hapily.com/blog)
[Knowledge Base](https://saas.hapily.com/docs)
[Security](https://saas.hapily.com/security)
[Feature Request](https://ideas.hapily.com/saashapily)
[App Marketplace Listing](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/zaybra-622453)
[ ](https://www.linkedin.com/company/built-hapily/) [ ](https://www.youtube.com/@builthapily)
©2026 hapily. All Rights Reserved.
[Trust Center](http://trust.hapily.com) | [Privacy Policy](https://hapily.com/privacy?hsLang=en) | [Terms of Service](https://hapily.com/terms?hsLang=en) | [Security](https://www.zaybra.com/security) | [Cookies (yum!)](https://hapily.com/cookies?hsLang=en) | [Data Access Request ](https://app.termly.io/notify/63b59b6e-512c-482b-b39a-5e76d24025ff)
```json
{
"@context" : "https://schema.org",
"@type" : "BlogPosting",
"author" : {
"@type" : "Person",
"name" : "David Staat",
"url" : "https://saas.hapily.com/blog/author/david-staat"
},
"dateModified" : "2024-04-25T14:34:56.501Z",
"datePublished" : "2023-07-05T21:31:45.000Z",
"headline" : "5 Amazing Revenue Reports For Nonprofits in HubSpot",
"image" : [ "https://saas.hapily.com/hubfs/saas-%20reporting1-1.png" ],
"mainEntityOfPage" : {
"@id" : "https://saas.hapily.com/blog/5-amazing-revenue-reports-for-nonprofits-in-hubspot",
"@type" : "WebPage"
},
"publisher" : {
"@type" : "Organization",
"logo" : {
"@type" : "ImageObject",
"url" : "https://saas.hapily.com/hubfs/saas_hapily_wordmark_light_paleta.png"
},
"name" : "hapily"
}
}
```