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Report Templates
Templates are prebuilt report configurations that give you a head start. Instead of building from scratch, start with a template and customize as needed.
Using Templates
- Go to Data > Reports
- Click New Report
- Select Start from Template
- Browse available templates
- Click a template to preview it
- Click Use Template to create your report
Template Categories
Donor Reports
| Template | Description |
|---|---|
| All Donors | Complete list of donors with contact info and giving summary |
| First-Time Donors | New donors from a date range |
| Lapsed Donors | Donors who haven't given in 12+ months |
| Major Donors | Donors above a giving threshold |
| Recurring Donors | Active recurring subscription donors |
Revenue Reports
| Template | Description |
|---|---|
| Donation Summary | All donations with amount, date, campaign |
| Monthly Revenue | Donations grouped by month |
| Campaign Performance | Revenue by campaign |
| Payment Method Breakdown | Revenue by payment type |
| Refunds Report | Refunded transactions |
Campaign Reports
| Template | Description |
|---|---|
| Campaign Overview | All campaigns with totals |
| Active Campaigns | Currently running campaigns |
| Peer-to-Peer Performance | P2P page stats and fundraiser details |
| Event Attendance | Ticket orders and attendees |
Recurring Reports
| Template | Description |
|---|---|
| Active Subscriptions | All active recurring profiles |
| Upcoming Charges | Scheduled recurring charges |
| Failed Payments | Recent payment failures |
| Subscription Churn | Cancelled recurring profiles |
Customizing Templates
After selecting a template:
Modify Filters
- Add more conditions
- Change date ranges
- Adjust thresholds
Adjust Columns
- Add fields you need
- Remove unnecessary columns
- Reorder output
Save as Your Own
- Save with a custom name
- Template becomes your saved report
- Original template unchanged
Creating Reports from Scratch
If no template fits your needs:
- Click New Report
- Select Start from Scratch
- Choose your data source
- Build filters and columns manually
Tips
- Browse first - Check templates before building from scratch
- Customize freely - Templates are starting points, not constraints
- Save variations - Create multiple reports from one template
- Check filters - Templates may have date filters that need updating