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Design Custom Fundraiser Reports

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

1. From the Design tab, in the Type of Report field, select “Custom Report.” Additional options appear below on the screen.
2. In the Fundraiser(s) box, select each Fundraiser to include in the report.
3. In the Custom Report Options box, use the HTML editor to enter and format the report content’s appearance and layout. Add merge fields to customize the Fundraiser information that appears on the report. For example, to include the number of online donations, drag and drop the Donations.Number of Online Donations merge field. For more information about using the HTML editor, see HTML Editor.

Note: The Summary.Total Amount Raised merge field calculates the total donation amount for all solicitors in the fundraiser. Gifts not associated with a solicitor are excluded from the total amount.

4. Click Save. You return to Parts.