Reports Overview

Track your fundraising performance and gain insights into your data.

What you'll find here:

• Revenue dashboards
• Donation reports
• Donor analytics
• Custom report builder

Revenue Dashboard

Your dashboard gives you an at-a-glance view of your fundraising.

Key metrics:

• Total revenue
• Donation count
• Average gift size
• Recurring revenue

Use the date filters to view different time periods.

Built-in Reports

Access pre-built reports for common needs.

Popular reports:

• Donation Report - All donations with details
• Donor Report - Contact giving history
• Campaign Report - Performance by campaign
• Recurring Report - Subscription status

Click any report to view, filter, and export.

Custom Report Builder

Create your own reports with the fields you need.

Build custom reports:

1. Choose your data source
2. Select fields to include
3. Add filters and sorting
4. Save for future use

Find the Report Builder under Reports > Create Report.

Export Your Data

Export data for accounting, mail merges, or analysis.

Export options:

• CSV spreadsheets
• PDF reports
• Scheduled exports

All reports can be exported with one click.

Tips for Success

Pro tips:

• Check your dashboard weekly
• Save frequently-used reports
• Set up scheduled exports for accounting

Need help? Click the ? icon anytime.