Create and customize as many reports as you need in Bloomerang CRM. You can build a report from scratch or start from a template. You can also add the report to an existing report folder, export the report to Excel, and schedule the report to run automatically.
Create a Report
To create a new report:
Click Reports.
Click New Report.
To begin building a report, click either Start from Scratch or one of the premade report templates.
If you select Start from Scratch, choose the type of basic information that you would like your report to display: Constituents, Transactions, Interactions, Notes, or Tasks. You can access other types of information from each type of report, but this choice determines the basic type of information that your report contains. For example, if you choose Transactions in this step, you can filter by constituent, but the report results show transactions and their information, not rows of constituent information.
Bloomerang CRM offers two types of constituent reports. In both of these reports, rows represent constituents or households, but they differ in their default columns. For more information about customizing report columns, read Report Basics: Add and Edit Columns.
To create a report that focuses on constituent profile information, such as address and email, click the Profile Starter constituent report.
To create a report that focuses on constituent transaction information, such as Last Fiscal Year Revenue and Latest Transaction Date, click the Transaction Starter constituent report.
If you select a template, the report includes filters and columns appropriate for that template. You can customize the report from this starting point.
To select which information the report shows:
Add columns and then sort the report by columns.
Group the rows.
On the Details tab:
Enter a Name for the report.
(Optional) Enter a Description.
(Optional) From the Folder list, select a folder for this report.
To save the report, click Save And and one of these options:
Keep Editing: Save the report and keep working.
Export to Excel: Save the report and download a spreadsheet.
Schedule Report: Schedule a report to automatically run once, daily, weekly, or monthly.
Go to Report List: Save the report and go to the Reports list.