Reporting in iDonate helps you understand donation activity, donor behavior, and fundraising performance across your organization. Whether you are reviewing totals for a campaign or digging into individual donor trends, reports give you a structured way to explore and export your data.
To access reporting click the Reporting tab in the global top navigation menu.
Reporting Basics
Every report in iDonate uses the same core set of controls. Once you understand these basics, you can move confidently between system-generated and custom reports without relearning the interface.
Most reporting table controls are located in the top-right corner of the Reporting page.
From here, you can:
- Search: Useful for locating a donor, address, transaction ID, or other values.
- Sort: Enable the ability to sort a column in ascending or descending order.
- Customize: Adjust report visibility, filters, and/or columns. See here for more detail.
- Share: Send a report as a one-time email or set it up to be emailed on a schedule.
- Export: Download reports in CSV or Excel format for further analysis.
Use the drop-down menu in the top-left of the page to select either a system-generated or custom report.
System Generated Reports
iDonate includes several built-in reports that are available to all users. These reports provide reliable starting points and cannot be overwritten.
The system-generated reports are:
- Donations
- Donors
- Recurrings
- Campaigns
- Designation
Each report is preconfigured with commonly used columns and filters relevant to its focus. For example, the Donations report emphasizes transaction details, while the Donors report centers on constituent information. These reports are ideal for quick answers and everyday reporting needs.
Custom Reports
Creating a Custom Report
- Click + New Report.
- Name the report and select the focus of Transaction, Donor, Campaign, or Schedule.
- Click Add Filters to specify the criteria of the report.
- Click Save Report.
- After report filters are saved, set the visibility of the report to Private to me or Public to Organization.
A custom report can also be created by modifying the columns or filters on a system-generated report. Once you make a change, the New Report button updates to a blue Save This Report button, allowing you to save your customized view as a new report.
Customize Report Menu
The table icon is where the bulk of customization occur and is split into three main areas
- General: Rename the report, control its visibility across your organization, or roll up all locations to view combined data from every chapter in your organization.
- Filtering: Add or remove filters to specify which data appears in a report.
- Note, all filters are joined using And, meaning all conditions must be met for a record to appear.
- Columns: Add, remove, or re-arrange columns in order to create as specific or as broad a report as you need.
Once your changes are in place, click Apply to update the report. If you want this configuration to load by default when navigating to Reporting, select Set As Default before applying.