Create and customize as many reports as you need. 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 the report, but this choice determines the basic type of information that your report contains. For example, if you choose Constituent in this step, you can filter by transactions, but the report results show constituents and their information, not rows of transaction information.
If you select a template, the report includes filters and columns appropriate for that template. You can customize the report from this starting point.
Add filters and columns. For more information, view Report Basics: Add Filters.
To select which information the report shows, add and sort columns, and group the rows. For more information, view Report Basics: Add and Edit 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: To schedule a report to automatically run once, daily, weekly, or monthly. For more information, view Scheduled Reports.
Go to Report List: Save the report and go to the Reports list.