Create Custom Reports

This article covers how to export your data by 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.

Linked Articles:

Activities Filters Glossary

Contacts Filters Glossary

Column Sets


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
  • 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.

Learn more about creating your own column set here.

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.

Screen_Shot_2020-01-29_at_8.13.42_AM.png

 

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.

 


Special Use Cases

Split Transactions

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:

(OR(AND(Split Transaction: Yes, Split Children: Yes),Split Transction: No)

Screen_Shot_2020-01-29_at_11.28.38_AM.png


"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.


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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