Scheduled Reports

This article goes beyond creating a report, and explores how to create a report that is recurrently created and sent at a scheduled time.

Overview

Reporting is one of the most powerful features available to you within Kindful. Now only can you intelligently report on your donor and fundraising data, but you can also do so on a regular basis with preset data.

This functionality will help you save time, and keep the right people (not just admin users) informed of important information.​

Creating a report

Go to Activities

In the filtering bar at the top, type in the filters you need.

Note: make sure you include one of the necessary scheduling filters needed.
  Frequency Required Filter  
       
  Mondays Prior Week  
       
  First of the month Prior Month  
       
  First of the quarter Prior Quarter  
       
  First of the year Prior Year  


Once you have your filters set and the frequency entered, click Create Report on the right side toolbar. 

Title your report, and check all the pieces of information you need in the check boxes below.

Note: there are two tabs of check boxes, Activity and Contact info.

 create-report.gif

 

Note:the Pre-Selected Column Set is an easy way to get started. Based on what you select as your need, columns will automatically be selected to include in your report.

Save the report.

The following page will show a preview of your report. From here you can Convert to PDF or Convert to CSV if you want a single iteration of this report. Since you'll be scheduling this report ongoingly, select Save as a Template.

Scheduling a report

Go to the main Reports page, then click on the Scheduled Reports tab.

scheduled_reports_tab.png

Select New Scheduled Report.  

Select the report you just created from the Report Template dropdown.

Set the Frequency based on the filter you created the report with (refer to the table).

Enter the email address(es) the report will be emailed to.

Create the scheduled report.

schedule_a_report.png

Next steps

Reporting is one of the best and most robust features within Kindful. Learn more about creating custom reports here.

 

 

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