Organizing Reports

Keep your reports organized with folders, meaningful names, and version history.

Saving Reports

Save reports to reuse later:

1. Click Save or Save As
2. Enter a descriptive report name
3. Optionally select a folder
4. Click Save

Naming Tips

Good names describe what the report shows:

• "Q4 2024 Major Donors ($1000+)"
• "Monthly Recurring Revenue - Active"
• "Gala 2024 Attendees"

Avoid generic names like "Report 1" or "Test Report".

What Gets Saved

When you save a report, the following is preserved:

• Data source selection
• All filter conditions
• Column selections and order
• Aggregation settings

Folders

Organize reports into folders for easy access.

Creating a Folder

1. Go to Data > Reports
2. Click New Folder
3. Enter a folder name
4. Click Create

Folder Ideas

Organize by:

Category	Example Folders
Time period	Monthly Reports, Quarterly Reports, Year-End
Team	Development, Marketing, Board Reports
Data type	Donor Reports, Revenue Reports, Event Reports
Campaign	Annual Fund, Gala 2024, Capital Campaign

Moving Reports

To move a report to a different folder:

1. Open the report
2. Click Settings tab
3. Select the new folder
4. Save the report

Report Versions

Every time you save changes, a new version is created automatically.

Viewing Version History

1. Open the report
2. Click the Versions tab
3. See all previous versions with timestamps

Version Features

• Compare changes - See what changed between versions
• Restore previous - Roll back to an earlier version if needed
• Audit trail - Track who made changes and when

Sharing Reports

Saved reports are visible to all admins in your organization.

Best Practices

1. Use clear names - Others should understand the report's purpose
2. Organize in folders - Make reports easy to find
3. Document complex reports - Add notes in the Settings tab if needed

Deleting Reports

To delete a report:

1. Open the report
2. Click the dropdown menu (next to Save)
3. Select Delete
4. Confirm deletion

Deleted reports cannot be recovered.

Related Articles

• Query Builder Overview
• Running Reports - Previewing, running, and exporting
• Templates - Starting from prebuilt reports