Use the Reporting page to find, review, and export event registration, donation, and recurring gift data.
For more detailed information on report basics, including search and advanced filtering options that all report types share, read Reporting Introduction and Navigation.
Create Standard Registration Reports
Use this report to find and export registration information for standard events. To create a standard registration report:
In Bloomerang Fundraising, click Reporting.
In the Standard Reports section, in the Standard Registrations tile, click View Report.
On the Standard Registration report, click the Range drop-down list and select a date range.
(Optional) Click Advanced Filtering to show advanced filtering options.
Click the Select Filters to Apply box and select a filter from the list.
Select one or more filter options.
To remove a filter, click the X next to it in the filters box. To reset all filters, click Reset Filters.
Review the results in the Registrations table.
(Optional) If you have added custom filters, you can save the report as a new custom report by clicking Save as Custom Report.
(Optional) To export the report results, click or over over the Registrations drop-down and select a file format.
Note: If a registrant chooses a package that includes multiple participants, each participant will be listed on a separate line along with their associated details, including custom event fields.
Update Registration Transaction Details
You can click a transaction ID to view and edit the details of that registration transaction. To update registration transaction details:
In the Standard Registrations report results, click a Transaction ID.
In the Billed Transaction Details section, select Edit.
Update the registration transaction details as necessary.
(Optional) To change the registrant’s attendance information, click the Attending switch. If you mark a registrant as not attending, their ticket will be returned to your inventory, but it won't refund any money.
Create Standard Donation Reports
Use this report to find and export donation transactions for standard forms. To create a standard donation report:
In Bloomerang Fundraising, click Reporting.
In the Standard Reports section, in the Standard Donations tile, click View Report.
On the Standard Donations report, click the Range drop-down list and select a date range.
(Optional) Click Advanced Filtering to show advanced filtering options.
Click the Select Filters to Apply box and select a filter from the list.
Select one or more filter options.
To remove a filter, click the X next to it in the filters box. To reset all filters, click Reset Filters.
Review the results in the Donations table.
(Optional) If you have added custom filters, you can save the report as a new custom report by clicking Save as Custom Report.
(Optional) To export the report results, click or over over the Donations drop-down and select a file format.
Update Donation Transaction Details
You can click a transaction ID to view and edit the details of that donation transaction, and to refund or void the transaction (if applicable). To update donation transaction details:
In the Standard Registrations report results, click a Transaction ID.
In the Billed Transaction Details section, select Edit.
Update the donation transaction details as necessary.
When you are finished, click Save Donation Information.
Create Recurring Payment Reports
Use this report to review recurring payments and donors, manage billed receipts, and export recurring payment and contact data.
Note: The Recurring Payments tile only displays if you have at least one recurring payment in your system.
To create a recurring payments report:
In Bloomerang Fundraising, click Reporting.
In the Transaction Reports section, click Recurring Payments.
On the Recurring Payments report, click the Filter By drop-down list and select how you would like to filter recurring payments.
Click the Range drop-down list and select a date range.
(Optional) Click Advanced Filtering to show advanced filtering options.
Click the Select Filters to Apply box and select a filter from the list.
Select one or more filter options.
To remove a filter, click the X next to it in the filters box. To reset all filters, click Reset Filters.
Review the results in the Recurring Payments table.
(Optional) The Receipt column shows whether billed receipts are enabled or disabled for each recurring payment. To enable or disable billed receipts for a recurring payment, click the value in the Receipt column for that payment.
(Optional) To update the details of a recurring payment, click its Transaction ID.
(Optional) If you have added custom filters, you can save the report as a new custom report by clicking Save as Custom Report.
(Optional) To export the report results, click or over over the Recurring Report or Contacts drop-down and select a file format.
Note: If you set Filter By to Payment Expiration, the report returns results based on the card associated with each payment. If Filter By is set to End Date, the report returns results based on the final bill date of each recurring payment.
Create Recurring Forecast Reports
Use this report to project how much money should be coming in based on all active recurring payments in the system. To create a recurring forecast report:
In Bloomerang Fundraising, click Reporting.
In the Transaction Reports section, click Recurring Forecast.
To select a form type to filter for, click the Forms drop-down list and select a form type.
To remove a form type from the report, click the X next to its name in the Forms box.
In the Starting Date section, select a start date for the report.
Click the Group By drop-down list and select how you want to summarize the forecast:
By individual recurring payments.
By payment restriction.
By recurring payment type.
Click the Interval drop-down list and select whether the forecast totals should be displayed Monthly or Annually.
Click the Display drop-down list and select whether the report should display all recurring forecasts, pledges only, or recurring payments only.
Review the report results in the table.
(Optional) If you have added custom filters, you can save the report as a new custom report by clicking Save as Custom Report.
(Optional) To export the report results, click or over over the Recurring Report drop-down and select a file format.