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Charity Help Guides

Types of report

We have a range of reports for you to use, depending on the level of detail you need.

There are three main report templates you can use - ‘Standard’, ‘Flexible’ and ‘Custom code (for bulk uploads)’. You can also create your own customised reports in a number of different formats using the data fields we provide.

Standard reports

These reports are ready to use and cover the basic information we think most charities will be interested in, like your biggest single donations or your best fundraisers. They’re designed to be printed but can’t be edited and aren’t suitable for exporting into other systems.

Flexible reports

Flexible reports are more suited to being exported to other systems or opened as spreadsheets for editing. These report templates cover most of the key data we think you might need, but also give you the flexibility to add, remove, reorder and reformat the information.

Custom code reports

Our custom code bulk upload function makes it quick and easy for you to update lots of records at once. We have three reports designed to be used for the bulk upload of your custom codes.

Creating your own reports

You can also build your own reports from scratch in a variety of formats. You can create them as tables (like our flexible reports), as graphs or as cross tabs (for more detailed analysis). All of these formats can be saved as templates for future use, but the cross tabs are better suited to on-screen analysis.

Last Updated

16 August 2018

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