Reports help you know more about your supporters so you can connect better and raise more.
Create and customize as many reports as you need in Bloomerang CRM. The fastest way to create a report is to describe what you want with conversational reporting. You can also build a report manually, starting from scratch or from common fundraising templates.
Schedule your reports to keep everyone informed. Recipients can view your report in their inbox without logging in to Bloomerang CRM.
Tips:
To stay organized, add your reports to report folders.
To send targeted outreach to a specific segment, turn your report results into a group.
Create Reports with Conversational Reporting
Describe the report you want in your own words. Bloomerang CRM instantly generates your report, including the filters, columns, sort order, and groupings. To learn how conversational reporting works and how it benefits your organization, read About Conversational Reporting.
To use conversational reporting, you must have permission to edit reports.
To create a report with conversational reporting:
Click Reports.
In the Describe Your Report and Watch it Come to Life text box, describe a report you'd like to build. Start with a real question your team needs to answer.
Examples:“Show me donors who gave last year but haven’t donated this year, and include their last transaction amount and last transaction date.”
“I want a report of my donors for 2026 based on the total amount given. Include a calculated column that shows the average donation size for the donor over their lifetime.”
Click Build Report. Bloomerang CRM either builds the report or asks you for more information.
If Bloomerang CRM asks you for more information:
Enter more detail in your description.
Click Build Report.
On the New Report page, review your report to make sure it’s built the way you want. Review the filters, columns, sort order, and groupings. To view the settings for a filter, click the filter.
(Optional) To customize the report data, add or edit filters.
(Optional) To customize how the report results appear, you can:
Add columns and then sort the report by columns.
On the Details tab:
Enter a Name for the report.
(Optional) Enter a Description.
(Optional) 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 automatically email once, daily, weekly, or monthly.
Go to Report List: Save the report and go to the Reports list.
Create Reports Manually
To manually create a report, you can start from scratch or select a premade template.
Create a Report from a Scratch
To manually create a report from scratch (without a template):
Click Reports.
Click New Report.
Click Start from Scratch.
Select the information to include in your report. This choice determines the basic focus of your report, but you can add filters and columns for other data.
Constituents (Profile Starter): Shows constituents and their contact information. Each row is a constituent or household, and you can add filters and columns for constituents, transactions, interactions, notes, and tasks.
Constituents (Transaction Starter): Shows constituents and their transaction details. Each row is a constituent or household, and you can add filters and columns for constituents, transactions, interactions, notes, and tasks.
Transactions: Each row is a transaction, and you can add filters and columns for transactions and constituents.
Interactions: Each row is an interaction, and you can add filters and columns for interactions and constituents.
Notes: Each row is a note, and you can add filters and columns for notes and constituents.
Tasks: Each row is a task, and you can add filters and columns for tasks and constituents.
On the New Report page, review the filters, columns, and results.
(Optional) To customize the report data, add or edit filters.
(Optional) To customize how the report results appear, you can:
Add columns and then sort the report by columns.
On the Details tab:
Enter a Name for the report.
(Optional) Enter a Description.
(Optional) 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 email once, daily, weekly, or monthly.
Go to Report List: Save the report and go to the Reports list.
Create a Report from a Template
To manually create a report from a template:
Click Reports.
Click New Report.
Click a template. The New Report page opens and shows your report, which automatically includes the filters and columns for that template.
(Optional) To customize the report data, add or edit filters.
(Optional) To customize how the report results appear, you can:
Add columns and then sort the report by columns.
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 email once, daily, weekly, or monthly.
Go to Report List: Save the report and go to the Reports list.
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