Build your own report
Make any list you need — gifts, commitments or people — with your own columns and filters, and total it up by month, campaign, fund, payment type, person or city.
- 1
Open the Report builder
Open Insights → "Report builder".
Choose the list, dates, filters and columns. - 2
Choose the list
In "List" choose "Gifts", "Commitments" or "People". Then press "Run" once so the right columns show.
Gifts, Commitments or People. - 3
Choose the dates
In "Dates" choose "Any time", "Last 7 days", "Last 30 days", "This month", "Last month", "This year", "Last year" or "Pick dates" (then fill in From and To).
Pick dates uses the From and To boxes. - 4
Add filters
Optional: "At least $", "Campaign", "Method" (gifts), "Only with a balance" (commitments), "Gave in those dates" Yes / No (people), and "Tag".
Narrow it down. - 5
Tick the columns
Under "Columns" tick what you want to see, for example Date, Person, Amount, Method, Campaign, Check #.
Tick the columns you want. - 6
Total it up (optional)
In "Total it up by" choose Month, Campaign, Fund, Method, Came in from, Person or City — or "Don't — list every row".
Totals per group, or every row. - 7
Run and read
Press "Run". The heading shows the count and total. Up to 500 rows show on screen; the download has all of them.
Your report. - 8
Save or download
Press "Download spreadsheet (CSV)", or give it a name under "Save this report" and press "Save". Saved reports appear as buttons at the top.
Download, or save it for next time.
Tips
- Changed the "List"? Press Run to see its columns.
- On a saved report, "Save as new" makes a copy and "Delete this report" removes it.
If something isn't working
"Nothing matches."
Loosen a filter — check the dates first. "This year" means since January 1 in your time zone.
Hebrew names look like strange letters in Excel.
See "Export a report to Excel" — open the CSV with Excel's Data → From Text/CSV and choose UTF-8.
The page sends me back to the Summary.
Logins limited to some campaigns or to their own results only see the Summary. Ask an admin if you need more.