How do I pull a report?

Want to see all the donations from a particular campaign?  Need an Excel spreadsheet of donors who gave in 2016, but not 2017?  There's a filter for that!

When you start building your report, the first question you should ask is:

 "Do I want a list of people or a list of donations?"

If your answer is "People!" you'll go to the "Contacts" section.  If you're looking for a detailed breakdown of individual gifts, head on over to "Giving".  

Recommended Filters / Exporting Your Report

Let's say you want to make personal phone calls to your lapsed donors, so you need a printable Excel spreadsheet with their contact information.

"Recommended Filters" are available to help you quickly find important information.  To find our lapsed donors we'll select "Donated Some Year But Not Yet This Year (SYBUNT)".

Simply click on the title of that filter, and you'll see the results below!  

You'll choose "Select All" to select all the contacts that the filter found.  Then click "Export" from among the bulk actions in the top-right corner.  We'll email you a link to download the file once it's ready.

TIP: The resulting spreadsheet will include all the fields in our system for each contact, so simply delete or hide any columns you don't want.

Custom Filters

If you're looking for specific information that's not included in the Recommended Filters, it's easy to build and save a custom filter to meet your needs.

For example, let's use filters to quickly find the records for check donations that were received in Q2 of last year.

Since we're looking for donation records, we'll create this filter in "Giving".

When you click "Create Filter" you'll be prompted to choose your first condition. Using the drop down menus, we selected "Payment Method Equals Check". Now the filter will return only check donations.

TIP: So many fields can be filtered! Take some time to familiarize yourself with the filtering options so you can find exactly what you want at a moment's notice.

We still need to narrow this filter down in order to return only check donations from a particular time period (of last year).  To do this, click "Add Condition". 

Use two "Donation Date" conditions to create your date range - use the "Greater Than/Less Than or Equal To" operators to set your date range.  

Once you are done creating your filter, either "Search" to return the results, or "Save Filter" if you'd like to access it later.  

TIP: You can rename your saved filters using the "Manage Saved Filters" button.  Filter names by default include every condition - try giving them easy-to-understand names like "Last Week's Credit Card Donations".