Reports
Build, run, and schedule reports
32 articles
Reporting Basics
Get started with reporting and reporting fundamentals.
Report Columns and FiltersView all columns and filters you can use in Bloomerang CRM reports
Report Basics: Add FiltersCustomize report data by adding filters in Bloomerang CRM
Report Basics: And Versus OrLearn about filter logic in Bloomerang CRM
Report Basics: Include and ExcludeLearn when to include or exclude filters in Bloomerang CRM
Report Basics: Add and Edit ColumnsControl what appears in your report results adding and adjusting columns in Bloomerang CRM
Report Basics: Manage Report Results
Create ReportsCreate and customize reports in Bloomerang CRM
Schedule ReportsUse scheduled reports to automate reporting and email delivery in Bloomerang CRM
Filter Constituent Emails
View and Manage Reports and Report FoldersBloomerang CRM
About Raised and Revenue AmountsUnderstand how Bloomerang CRM categorizes transactions and how to work with these transactions
Scheduled Reports Best PracticesLearn the recommendations and best practices for scheduling and emailing reports in Bloomerang CRM
Copy ReportsBloomerang CRM
Edit ReportsRefine the reports you create in Bloomerang CRM
About Conversational Reporting
Reports & Filtering
Build reports for specific scenarios and topics
Report on Relationships
Report on Projected Revenue
Report on Consecutive Giving
Run a Report by Household
Year-End Appeals: Prepare Baseline Reports
What are report types?
Report on Bad, Incomplete, or Missing Addresses
Report on Year-Over-Year GivingBloomerang CRM
Recapture Lapsed or Lapsing Donors
Report on EU Constituents
Filter on Cumulative Giving
I ran a report but it shows a lot more results than I wanted. Even though I told the system to exclude certain types of results, they’re still showing up.
Use Filters from Another Report
Advanced Filters: Different Types of Data - V
Filter for Multiple Criteria
Filter for Specific Accounts
Find and Handle Bad Email AddressesThis article explains what to do in Bloomerang CRM when an invalid or risky constituent email address is marked as bad.