On the Reports page, see all reports created by your organization. To find reports, search by report name, apply filters, or sort the reports list. Export reports as Microsoft Excel files. To manage many reports, organize reports in folders.
To create and edit folders, and to move reports into folders, you must have permission to edit reports. For information about user permissions, read User Permissions.
This article explains how to manage reports and folders. To create new reports, read Create Reports.
In this article:
View Reports
To view a list of all reports in Bloomerang CRM, select Reports. To open a report, click it. The last three reports you ran during this session appear at the top of the page.
If you have many reports, use these methods to find a report:
In the Search Reports box, enter a search term. Results include report names, types, folders, and users.
Select one or more status filters: Active, Inactive, or Scheduled.
Select the report type: Constituent, Interaction, Transaction, Note, or Task. Only types assigned to saved reports appear as filter options.
Select one or more users who created or modified reports. If you have conversion reports, you also see a conversion user.
Click a column to sort the list: Name (alphabetical), Frequency, Type, Folder, Date Created, or Last Modified. The sort order you select remains until you change it, even if you log out of Bloomerang CRM or close your web browser.
From the reports list, hover over the report or folder to view the full name. Hover over the frequency to quickly see frequency details. Hover over date information to see the full date and user name.
To clear selected filters, click Reset Filters.
Manage Reports
To manage your reports, click Action and select one of these options:
View Report — Open a report so you can review, edit, or schedule it
Copy Report — Add a copy of this report to the list
Export to Excel — Generate and download an .XLSX version of the report
Move to Folder — Move the report to a folder. When you move a report, the Last Modified Date updates for the report. This option is disabled if you don’t have any folders.
Change Folder — Move a report to a different folder. This option appears if you have at least one report folder.
Deactivate Report — Label a report as inactive. This option appears only for active reports.
Activate Report — Label a report as active. This option appears only for inactive reports.
Delete Report — Permanently delete a report
To edit a report, click it. For information about how to edit reports, read Add and Edit Columns, Add Filters, Include versus Exclude, And versus Or.
To create a report, click New Report. You can add the report to a folder from New Report page. For more information, read Create Reports.
Note: If you enable the QuickBooks Desktop integration, a QuickBooks Export Option button appears on this page. For more information, read QuickBooks Desktop Export.
Manage Report Folders
To easily find and manage reports, add them to folders. Create as many folders as you need.
To create a folder:
Click New Folder.
Enter a Folder Name.
(Optional) Enter a Description.
Click Create Folder. The folder appears in the folder list.
By default, the folder list is expanded. To collapse it, click the double arrow. If you log out of Bloomerang CRM or close your web browser, when you return to Bloomerang CRM, the folder list remains collapsed.
To edit or delete a report folder:
Click the report folder.
Click Edit Folder.
Enter a new name or description.
To permanently delete the folder, click Delete. Reports in the folder remain in the reports list and are not deleted.
To view the reports in a folder, click the folder. To return to the report list, click All Reports.