CRM: Create a Custom Report

Create a custom report

From the left navigation, select Reports
Click +Add New
Enter a unique report name and select a specific data set
Customize the report by selecting a date range and adding/removing columns
1. Add/Remove Columns
  - Add: Locate and click on the column from the left container. Click the right arrow to add to the report
  - Remove: Locate and click on the column from the right container. Click the left arrow to remove from the report
2. Adjust Column Order
  - Locate and select the column in the right container. Use the up/down arrows to adjust the order
Once complete, choose: Save, Save as New, or Download Excel

Manage custom reports

Edit saved custom reports

From the left navigation, select Reports
Click ... next to the saved custom report, and select Edit
Edit the report, then choose: Save, Save as New, or Download Excel

NOTE: The Last Updated column will update to reflect the latest save/download date.

Download saved custom reports

From the left navigation, select Reports
Click ... next to the saved custom report, and select Download Excel
A notification will appear indicating the download has started. Work can continue while the file is preparing for download
A notification will appear when the download is ready

NOTE: The Last Updated column will update to reflect the latest save/download date.

Pin/unpin saved custom report

From the left navigation, select Reports
Click ... next to the saved custom report, and select Pin Report or Unpin Report
A notification will appear indicating the report has been pinned or unpinned

NOTE: Pin frequently accessed reports so they always show on the main Reports page. Pinned reports are sorted by the Last Updated column, with the most recent at the top.

Delete saved custom report

From the left navigation, select Reports
Click ... next to the saved custom report, and select delete
A warning message will appear to confirm the deletion
Click Delete Permanently to confirm the deletion

WARNING: You cannot restore a deleted report, you will need to create and save it again

Dataset required and optional fields

Dataset required columns

Contacts Dataset	Transactions Dataset	Contacts & Transactions Dataset
First Name - Contact	First Name - Contact	First Name - Contact
Last Name - Contact	Last Name - Contact	Last Name - Contact
Record Created - Contact	Gift Date - Gift	Gift Date - Gift
		Record Created - Contact

Dataset optional columns

Contacts Dataset	Transactions Dataset	Contacts & Transactions Dataset
Contact	Not Included	Contact
Contact Type Birthdate Donor ID External ID Facebook Profile Instagram Profile Linkedin Profile Record Updated Notes Salutation Suffix Tags Title Twitter Profile	Not Included	Contact Type Birthdate Donor ID External ID Facebook Profile Instagram Profile Linkedin Profile Record Updated Notes Salutation Suffix Tags Title Twitter Profile
Addresses	Not Included	Addresses
Address 1 Address 2 Address 3 Address 4 City Postal Code State Province	Not Included	Address 1 Address 2 Address 3 Address 4 City Postal Code State Province
Contact Methods	Not Included	Contact Methods
Cell Phone Email Fax Home Phone Website Work Phone	Not Included	Cell Phone Email Fax Home Phone Website Work Phone
Activities	Not Included	Activities
Activity Type Completion Date Due Date Due Time Notes User ID	Not Included	Activity Type Completion Date Due Date Due Time Notes User ID
Groups	Not Included	Groups
Group ID Group Name Group Relationship	Not Included	Group ID Group Name Group Relationship
Activities Custom Fields	Not Included	Activities Custom Fields
All Activity custom fields listed by their name in alpha order	Not Included	All Activity custom fields listed by their name in alpha order
Contact Custom Fields	Not Included	Contact Custom Fields
All Contact custom fields listed by their name in alpha order	Not Included	All Contact custom fields listed by their name in alpha order
Not Included	Gift Custom Fields	Gift Custom Fields
Not Included	All Gifts/Pledges custom fields listed by their name in alpha order	All Gifts/Pledges custom fields listed by their name in alpha order
Not Included	Gift Details	Gift Details
Not Included	Asset Amount Asset Description Asset Gift Date Campaign External System External Transaction ID Fair Market Value General Ledger Gift Amount Gift Type Notes Payment Attempts Count Payment Status Quantity Record Created Record Updated Solicitation Method Solicitor Sub Solicitation Tax Deductible Amount Thank You Method Transaction ID Tribute Name Tribute Type	Asset Amount Asset Description Asset Gift Date Campaign External System External Transaction ID Fair Market Value General Ledger Gift Amount Gift Type Notes Payment Attempts Count Payment Status Quantity Record Created Record Updated Solicitation Method Solicitor Sub Solicitation Tax Deductible Amount Thank You Method Transaction ID Tribute Name Tribute Type
Contact Gift Details	Not Included	Contact Gift Details
Average Gift Amount Donor Search Rating Estimated Gift Capacity Most Recent Gift Date Most Recent Gift Amount	Not Included	Average Gift Amount Donor Search Rating Estimated Gift Capacity Most Recent Gift Date Most Recent Gift Amount