Reporting in iDonate gives you a structured way to explore and export your data. Whether you are reviewing totals for a specific campaign or digging into individual transaction details, the Reporting page provides flexible tools for filtering, customizing, and sharing your data.
To access reporting, click Reporting in the navigation menu.
Report Types
The Reporting page is organized into five tabs, each focused on a specific area of your fundraising data:
- Donations: Individual transaction records, including payment type, amount, and status.
- Donors: Donor data, including giving history and contact information.
- Recurring Schedules: Active and historical recurring donation schedules.
- Designations: Giving data broken down by designation.
- Campaigns: Performance data organized by campaign.
Click any tab to switch between report types. Each tab opens with a default set of columns relevant to that focus area.
Reporting Controls
Each report tab includes the same set of controls for refining and working with your data.
- Search: Use the search bar to locate specific records by donor name, transaction ID, or other values.
- Filters: Click any column button in the filter menu to apply a filter for that field. Click an active filter pill to edit or add conditions. Click
to toggle the filter menu. - Columns: Click
to open the Edit Table Columns panel. Expand any category section to browse and select available columns. Drag and drop selected columns to reorder them in the table. - Export: Open the Export menu to select your preferred export format (CSV or Excel). Note, only one report can be exported at a time.
- Share: Click
to send the report as a one-time email or set up a scheduled delivery. See Scheduling and Sharing Reports for details.
Only columns that are currently selected will appear in the filter menu. To filter by a column, add it first using the Columns panel.
Saving Views
Saved views let you preserve a specific combination of filters, columns, and search settings so you can return to them without reconfiguring each time.Each report tab starts with a Default view. To switch between saved views, click the Default dropdown in the top-right corner of the table.
Creating Saved Views
There are two ways to create a new saved view:
From the Default view after making changes
- Apply your filters, columns, or search on the Default view. A Create New View button will appear in the toolbar.
- Click Create New View.
- Enter a name in the field that appears and click the blue checkmark to save.
Using the + button
- Click the + button next to the view dropdown. If you are on an existing saved view, the new view will start as a copy of that view's filters and columns.
- Enter a name in the field that appears and click the blue checkmark to save.
- Apply or adjust your filters, columns, and search as needed.
Managing Existing Saved Views
When a saved view is active, four action icons appear to the right of the view name:
- Pencil: Rename the view
- Trash: Delete the view
- Lock: Toggle visibility between private (visible only to you) and public (visible to your entire organization)
- Checkmark: Set the view as the default view when navigating to Reporting.
- Folder Tree: Toggle organization chapter rollup.
