Build a Custom Report
If the default reports for Donations, Profiles, and Regular Donations aren't quite right for you, you can create a custom report. Custom reports allow you to control the fields included in a report, as well as the order in which they appear. To begin, we need to know where our custom fields live within the organisation settings.
Where are your Custom Fields?
Head to Organisation > Custom Fields. Once here, you can view all of your custom fields that are used across your organisation. These are fields that sit within your sign-up forms or donation forms for example.
Many of these custom fields are already built-in and are added to your default reports, however, with the flexibility of customising your fields, you can create new custom fields under a certain category, Donation, Person, Profile, or Interaction.
Once they are sitting in your chosen category, you can now pull them into your custom report.
To start, go to Reports > Campaign Reports from your admin panel and look for the Custom Reports section on the right:
Start by filling out the Add a custom report form. Give your report a name, then select the type of report you want to create:
- Donations: one-off donations
- Donation Items: advanced donation or registration items (including registration fees and rewards)
- Regular Donations: recurring donations
- Profiles: profile information for users who have signed up with your campaign
- People: user information for anyone who has interacted with your organisation-- this includes fundraisers and donors
(Note: this report pulls the organisation's data, so it isn't campaign-specific. That means that you will get the same information regardless of the campaign you download the report from)
Add Desired Fields
Click "Next" and select the fields you want to include . They will highlight purple when selected. You can pick our default fields in addition to any custom fields you've added to your campaign:
Most items in a report are related to other things. For example, a donation is related to both a person and a profile. To see the name of a donor, add the Preferred Name and Full Name (or First Name and Last Name, if your campaign uses them) fields from the Donations Fields section:
To see the name of the profile that received the donation, add the Profile Name field under the Profile Fields section:
Order Your Fields
When you're satisfied with the information you've selected, click "Next" to arrange how it will show in the report. You can drag-and-drop the fields, or use the up and down arrows, to change the order in which they will appear:
Save and Download
Finally, click "Next" to save or download your report. Saving your report will allow you to download it again in the future, so be sure to click the Save button if you need to pull the report regularly!
After you click the download button, you'll be able to select a date range for the information. You can choose one of our options or create your own:
📝 Note: pick "Since the beginning of time" to download everything in your account or campaign.
As always, if you get stuck creating custom reports, get in touch!