Export contact data, organization data, and transaction information. Use a custom report to gather contact data and transaction and pull a .csv (CSV) data (donor name, amount, transaction type, address, etc) to extract and export a set of filtered contacts or activities to an Excel (spreadsheet) file. Custom Reports are vital to you whether you're an admin, volunteer, or board member. Not only can you make organization-wide reports, you can also create ones just for the needs you have.
Create a report
Start by building your filter on either the Activities or Contacts page. Learn more about filtering here.
After you've filtered and see the type of data you want for your report, click Create a Report on the right sidebar. You will notice that Activity and Contact data is now separated by category.
Activity data will contain the following sections:
- Activity Information
- Campaign Information
- Related Data Fields
- Transaction External Application IDs
- Pledge Fields
- Recurring Transaction Fields
- Note Fields
Contact data will contain the following sections:
- Personal Information
- Main Contact Info
- Additional Contact Info
- Spouse Contact Info
- Emergency Contact Info
- Communication Preferences
- Custom Fields
- External Application IDs
- Service Import External IDs (if applicable)
- Transaction Fields
- Miscellaneous Fields
- Wealth Fields (if applicable)
A window titled Create Report will show. Provide a title, choose the layout (either portrait or landscape), and choose Activity Fields (columns) and Contact Fields (columns) that will show on your report.
The next page will show you a preview of your report. You can choose to Convert to PDF or CSV in the top right. You can also save as a template in the top right, which will enable you to easily print off this report again later on, using its set filters and column sets.
Of Note: The filter "Successful Transaction: Yes" will exclude both refunded transactions and declined transactions, showing you only those transactions that were successfully processed and not refunded. This will be the most accurate account of what money you actually processed and still have.
|Note: If you save this as a report template, you can open the Reports page from the left sidebar and generate that report again. It will be listed with the rest of your custom reports toward the bottom.|
Save Filter as a Custom Report Template
In addition to exporting these filtered views you create as a CSV or a PDF, you also have the option to Save the Filter as a Custom Report Template. Doing this will add it as a report block to generate on the Reports page in your Kindful account.
The most common use case for this is for a Scheduled Report.
When creating a custom report template, you will notice three new buttons in the report block that differentiate it from your standard reports (e.g. Batch Deposits).
The "Clone" button creates a new copy of the report template. The need to use this varies across organizations, but a good example is if you're needing a separate but similar report that shows different columns of information. You can clone the report, and then edit it to change the columns shown.
The "Edit" button allows you to modify the columns of data you are exporting out when generating this report. Using this option will display the dialog box to choose new columns for this report.
The "Delete" will remove this report template entirely from the Reports page.
Special Use Cases
When splitting a transaction between multiple campaigns, the parent transactions are omitted in Sum Totals. Here is how to also omit parent transactions from reports.
Filter the following:
"A Search Constraint must be active in order to create this report. To create an activities report with no Search Constraint, please create a Giving List Report from the Reports page."
If you happen to see this message when trying to click Create Report from the Activities page, it means that before you can create a report, you must add in at least one filter to the Current View Search Bar.