Our reporting system displays a list of popular, pre-defined reports for you to run. We also include financial statements and invoices under “Remittance Advice and Transaction Reports”. You can learn more about our reporting system in this video:
Our custom report builder which allows you to create bespoke reports and save them for future use. You can build a report either for fundraising pages across your campaigns or donations across your campaigns.
Once you’re in the report builder you can follow the instructions to create a custom report.
- Toggle the “Save for reuse” enables you to re-run your report in future.
- You can filter your report by campaign or donation date, amongst other options
- You can drag and drop columns and edit them within the report builder
- Once you’re done you can save and run your report – you’ll be notified via email once the report is ready.
- To rerun your report simply refresh the reports section and away you go!
You can learn more about our custom report builder in this video: