Create reports quickly by describing what you want in plain language. Bloomerang CRM instantly builds the report for you, including the filters, columns, sort order, and groupings.
Why Should I Use Conversational Reporting?
Use conversational reporting to:
Get answers faster. Skip the trial-and-error of choosing filters, building logic, and adding columns.
Ask questions in your own words. Describe the question you want to answer, and Bloomerang builds the report for you in seconds.
Open up reporting to your whole team. Anyone with permission to edit reports can build their own without waiting on someone with reporting expertise.
Spend less time in reports and more time on your mission. Get report-driven answers without spending a lot of time.
How Does It Work?
On the Reports page, describe the report you want. Bloomerang CRM automatically:
Asks you for more context, if needed.
Creates the report for you.
Before you save the report, you can review it to make sure it’s built the way you want. Reports you create with conversational reporting have the same elements as reports you create manually:
After you save your report, you can manage it like any other report. For example, you can schedule it to run automatically, export it to Excel, organize it in folders, and edit it.
What Reports Can I Create?
Use conversational reporting to create any report you’d normally create manually. For example, ask for:
A list of constituents who match certain criteria, like donors who gave more than $500 last year
Constituents grouped by activity, like people who attended our gala but haven't donated this year
Reports filtered by amount, fund, campaign, appeal, date range, or other fields supported by Bloomerang CRM reports
Combinations of criteria with AND/OR logic, like first-time donors from 2025 who live in Indiana or Ohio
Who Can Use Conversational Reporting?
Every member of your team with permission to edit reports can use conversational reporting. If you have read-only access to reports, conversational reporting doesn't appear on the Reports page.
Can I Still Build Reports Manually?
Yes, you can always build a report from scratch or from a template. You can also start with conversational reporting and manually edit your report’s filters, columns, sort order, and groupings.
How Do I Get Started?
For step-by-step instructions, read Create Reports.