How to create your own reports

One-size-fits-all is a thing of the past. Save time by getting the information you need in the way you want it.

Create a customised report in a matter of minutes and let each team cut to the (data) chase.

Where to begin?

Get started by loading up the reporting. Then, select a report type and click on 'Create or manage data templates'.

Now we're in the thick of it, what would you like to do?

For example:

“Our Finance Team need a report to reconcile the payments in our bank account. We only need the payment information, not the donor and fundraiser details."

"I want a report to make managing fundraisers easier, with the page total, fundraiser name and email address and event name/event date only."

• Click on 'Create a new template'
• Click on 'Remove all fields'
• Click on ‘view available data fields’
• Give the report a name so you know what it is used for (remember other people may edit the report for other reasons)
• Find the columns you need and click on 'Add' in the order you’d like them to appear (you can also re-name columns if you need them to match your CRM system)
• You can move things around at any time if you make mistakes, or come back and edit them another time.
• Hit 'Save'.

Data dive

Whenever you need it, your personalised template will be waiting. So save time, stay ahead of the game and make your data do the hard work.