Reports to Web View

You can now create and run reports in web view. For example, you can use reports to track the effectiveness of your actions or to identify details about constituent giving.

To navigate to Standard reports, select Analysis, Standard reports.

For more information, see Standard Reports.

Accomplish more with Reports in web view:

• Keep working while your reports are generated asynchronously.

• Receive notifications when your report is ready or access recent reports on the Recently run tab.

• Under Shared with me, view reports and export results that others share with you.

• To automate your processes, schedule reports to run as needed.

• Execute and access report PDFs via API.

• Export CSVs with our improved CSV export version.

As we move Reports to web view, we will introduce support for more reports over the upcoming months, including:

• Comparative Report

• Consecutive Years Report

• LYBUNT Report

• Top Donors Report

• Constituent Giving History Report

For all reports

• Formatting options, such as adjust alignment or custom report style

  Note: Default format options for headers and footers now apply to all reports.

• Crystal Reports

• Send as mail

• Include Single Record (Types: Gift, Job, Event, Proposal, Volunteer, Participant, Membership, or Action)

• User options that relate to anonymous gift options

  Note: In web view, reports automatically include anonymous gifts.

• User options that relate to how a record name is displayed, such as Campaign ID or Campaign Description

• Currency filter

• Print criteria option

• Favorites

• Layout preview

• Miscellaneous section for currency format

• Contact address processing, printing phone numbers, or use of Address Attributes

• <Ask> operators for queries

For the Donor Category Report

• Constituent Code breakdown

• Constituent Code filter table option

For the Gift Detail and Summary Report

• Combine Calculate Pledge Balance on the Gift Types tab with Installment Pledge