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 FoldersManage your reports in a centralized place in Bloomerang 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
- 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.
- Export Reports