Get a Fundraising Report from Charitable with AI
Ask how the fundraising is going and get totals, donor counts, your top campaigns, and progress against each goal in one reply.
Prerequisites
A connected site running Charitable 1.8.18 or newer on WordPress 6.9 or newer. Reports are read-only.
I use Charitable on my WordPress site. Give me a fundraising report for [dates, for example: August 21 to September 20, or this month so far]. Use the Charitable report abilities, and only read-only ones: do not create or change anything. Show me total raised, number of donations, number of donors, average donation, and refunds for that period. Then show my top campaigns for the same dates as a table with amount raised and number of donations. For each active campaign that has a goal, add its overall progress: total raised, percent of goal, and days left if it has an end date. [Optional: compare against the same number of days immediately before, and show the change in total raised and donor count.] Do not include donor names, emails, or addresses anywhere in this report. Finish with a summary of three or four sentences that I could read out at a board meeting, in plain language, and state the exact dates and currency the numbers cover so I can check them against my Charitable reports screen.
Skip pasting the full prompt. Drop this into your AI on a site that already has WPVibe:
Run the “Get a Fundraising Report from Charitable with AI” recipe from the WPVibe cookbook on my connected site.
The board meets on Thursday and someone will ask how the campaign is going. The answer exists, spread across a reports screen, a campaign list, and a donations table, and turning it into three sentences and a table means exporting, adding up, and hoping the date filter meant what you thought. It is a small job that lands at the worst time, every month.
You ask and the AI reads the numbers from Charitable's reporting abilities: total raised, donation and donor counts, average gift, and refunds for the dates you name, then your top campaigns for the same period and each one's progress against its goal. On a site that takes more than one currency, Charitable converts before it adds, so the total is a real total. Every lookup is read-only, and donor contact details are not part of this report at all.
Paste the prompt with your dates. Leave the dates out and Charitable reports from the first of this month to today. Ask for the same period a year or a month earlier if you want a comparison, and the AI will run the report twice and put them side by side. The figures are what Charitable has recorded, so a cheque sitting in a drawer is not in them until someone records it.
Outcome
A fundraising report for the dates you asked about, written so you can paste it into a board update.