Create Custom Reports

This article covers the creation of custom reporting within Kindful. It's a great article to get started with to understand Kindful's reporting feature – a vital part of any organization's planning and analysis.

Overview

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.

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.

Learn more about creating your own column set here.

create_a_report.png

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.

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.

 

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