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Query Builder
The Query Builder is CauseVox's advanced reporting tool that lets you create custom reports by selecting exactly the data you need, applying filters, and combining data from related sources.
Looking for simple exports? For quick data downloads from a single table, use Quick Exporting instead.
When to Use Query Builder
Use the Query Builder when you need to:
- Combine data from multiple sources (e.g., donations with contact info)
- Apply complex filters with multiple conditions
- Aggregate data (counts, sums, averages)
- Save and reuse report configurations
- Schedule recurring exports
Creating a New Report
- Navigate to Data > Reports
- Click New Report
- Enter a name for your report
- Select a data source (the primary table)
- Start building your report
Data Sources
Your data source determines which records form the base of your report. Each row in your report represents one record from this source.
Attribution
Attribution — where a supporter came from when they arrived on your giving page — is not a data source of its own. Join it to Donations, Ticket Orders, or Registrations to add a Channel column (Email, Paid Social, Organic Social, Paid Search) plus the UTM tags from the link they clicked.
Only supporters who arrive through a tagged link have attribution. Everyone else appears as a blank group rather than being dropped from the report — that blank means "we don't know where this came from," not "nobody."
Contacts
Best for: Donor lists, mailing lists, constituent directories
Key fields available:
- Name, email, phone, address
- Giving summary (total donations, last gift date, largest gift)
- Tags and custom fields
- Household and organization associations
Related data you can join: Donations, Recurring Profiles, Pledges, Ticket Orders
Donations
Best for: Revenue reports, giving analysis, transaction lists
Key fields available:
- Amount, date, status
- Payment method and transaction details
- Campaign and fund allocation
- Tribute and dedication info
Related data you can join: Contact, Campaign, Fund, Recurring Profile, Pledge, Attribution
Recurring Profiles
Best for: Subscription management, recurring revenue analysis
Key fields available:
- Amount, frequency (monthly, yearly, etc.)
- Status (active, paused, cancelled)
- Next charge date, start date
- Payment method details
Related data you can join: Contact, Campaign, Fund, Donations (child transactions)
Pledges
Best for: Pledge tracking, installment schedules, outstanding balances
Key fields available:
- Total pledged amount
- Amount paid vs. balance remaining
- Installment schedule and frequency
- Expected completion date
Related data you can join: Contact, Campaign, Fund, Installments
Ticket Orders
Best for: Event attendance, ticket sales, attendee lists
Key fields available:
- Order total, ticket count
- Order status and date
- Promo codes applied
Related data you can join: Contact, Campaign, Individual Tickets, Attribution
Revenue
Best for: Financial reporting, accounting exports, payment reconciliation
One row per payment received, across every channel — donations, pledge payments, ticket orders, registrations, and auction payments in a single list.
Key fields available:
- Amount, status (completed, pending, failed, refunded)
- Type (donation, installment, ticket order, registration, auction payment)
- Payment method and payment channel
Related data you can join: Contact, Campaign, Splits, Credits, Solicitors
Expected Revenue
Best for: Commitment tracking, pledge balances, accrual-style reporting
One row per expected payment — open pledges alongside the completed counterpart of every one-time gift.
Key fields available:
- Amount, status (pending, partial, completed, voided)
- Schedule (one time vs. installments), due and fulfilled dates
- Type (donation, pledge, ticket order, registration, auction payment)
Related data you can join: Contact, Campaign, Splits, Credits, Solicitors
All Revenue (Combined)
Need received and expected money in one report? The All Revenue (Combined) source merges both lists.
Personal Pages
Best for: Peer-to-peer fundraiser performance
Key fields available:
- Fundraising goal and amount raised
- Donor count, page views
- Fundraiser contact info
Related data you can join: Contact (fundraiser), Campaign, Team, Donations
Team Pages
Best for: Team fundraising performance
Key fields available:
- Team goal and amount raised
- Member count
- Team captain info
Related data you can join: Campaign, Personal Pages (members), Donations
Choosing the Right Source
| If you want to see... | Start with |
|---|---|
| One row per donor | Contacts |
| One row per transaction | Donations |
| One row per subscription | Recurring Profiles |
| One row per pledge | Pledges |
| One row per ticket purchase | Ticket Orders |
| One row per payment, any channel | Revenue |
| One row per commitment | Expected Revenue |
| One row per fundraiser | Personal Pages |
| One row per team | Team Pages |
Smart Filter Inputs
When building filters, the Query Builder automatically provides the right input type for each field:
| Field Type | Input Shown |
|---|---|
| Campaign, Fund, Form | Searchable dropdown with your records |
| Status fields | Dropdown with valid options |
| Date fields | Date picker with relative options ("Last 30 days") |
| Country | Searchable country list |
| State/Province | Updates based on selected country |
| Boolean fields | Yes/No toggle |
This makes building filters faster and prevents invalid values.
The Build Interface
The report builder has four main sections:
1. Filters
Define which records to include. See Filters for details.
2. Columns
Choose which fields to display in your output. See Columns & Joins for details.
3. Preview
See a sample of your data before running the full report.
4. Settings
Configure report name, folder, and other options. See Organizing Reports for details on saving and folders.
Quick Start Example
Goal: List all donors who gave $100+ in the last year
- Data Source: Donations
- Filters:
- Amount >= 100
- Date in "Last 365 days"
- Columns:
- Contact: First Name, Last Name, Email
- Donation: Amount, Date, Campaign
- Click Preview to verify
- Click Run to generate the full report
Report vs Quick Export
| Feature | Query Builder | Quick Export |
|---|---|---|
| Complex filters | Yes | Basic only |
| Join related data | Yes | No |
| Aggregations | Yes | No |
| Save for reuse | Yes | Presets only |
| Scheduling | Yes | No |
| Best for | Analysis, custom reports | Quick data downloads |
Related Articles
- Filters - Learn about filter conditions
- Columns & Joins - Adding fields and related data
- Running Reports - Previewing, running, and exporting
- Organizing Reports - Folders, saving, and versions
- Templates - Using prebuilt report templates