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.
Tip: If you use conversational reporting to edit a report, you can still manually change the filters, columns, groupings, and sort order at any time.
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.
Tip: For complex filters, you can also hover over the filter to get a quick summary of that filter.(Optional) To refine the report using conversational language:
In the How You’d Like to Adjust This Report text box, describe how you want to change the report settings or results. Bloomerang CRM can add, edit, or remove filters, columns, calculated columns, groupings, and the sort order for you. Examples:
“Only include constituents who gave more than $500 last year.”
“Add a column for each constituent's email address.”
“Group the report by campaign and sort by the total amount given, highest to lowest.”
Click Refine Report. Bloomerang CRM updates the report based on your description.
Review the 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.
Click More.
Click Details.
Enter a Name for the report.
(Optional) Enter a Description.
(Optional) Select a Folder for this report.
To save the report, click Save.
Create Reports Manually
To manually create a report, you can start from scratch or select a premade template.
To manually create a report from scratch or a template:
Click Reports.
Click New Report.
(Optional) To quickly find a report type or template, enter a keyword in the Search Templates text box, or select a type: Constituent, Transaction, Interaction, Note, Task, or Relationship.
To start from scratch, select one of these options. This choice determines the basic focus of your report, but you can add filters and columns for other data.
Constituents - Profile Starter (Start From Scratch): 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 (Start From Scratch): 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.
Transaction (Start From Scratch): Each row is a transaction, and you can add filters and columns for transactions and constituents.
Interaction (Start From Scratch): Each row is an interaction, and you can add filters and columns for interactions and constituents.
Note (Start From Scratch): Each row is a note, and you can add filters and columns for notes and constituents.
Task (Start From Scratch): Each row is a task, and you can add filters and columns for tasks and constituents.
To start from filters and columns that are already set up, select a prebuilt template. Templates appear after the start-from-scratch options, in alphabetical order.
Click Start Report. The report opens.
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:
Click Columns to add columns. You can also sort the report by column.
Click a column and select Group by Column to group the report by that column.
For detailed instructions about how to manage columns, read Report Basics: Add and Edit Columns.
Click More.
Select Details.
Enter a Name for the report.
(Optional) Enter a Description of this report.
(Optional) Select a Folder for this report, which you can change later.
Click Save.
(Optional) To schedule this report:
Click More.
Select Schedule.
For detailed instructions, read Schedule Reports.
(Optional) To export this report:
Click More.
Select Export.
Select a file format: CSV, PDF, or Excel.
Click Export.
To save the report, click Save. The report stays open so you can keep working.