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How to Use the Report Builder Tool
Jessica Mocha 4/22/2022 5:15:00 PM

The report builder is a great tool and will help save a lot of time. The tool will allow you to build a report on almost every page in CharityEngine and will contain all information you have selected. By using the report builder in combination with filters, you can easily find the information and save the report to be used in the future. This will save you time as you will only have to search for the information once.

Building a Report to Find Contacts in a Certain State

Before you build your report, use the filters to select the contacts that will in the report. Once these filters have been set, you will be able to build the report.

A good example is if you wanted to find all contacts that live in a certain state to invite them to an event, use the advanced filter and select the state you wish to filter for.

To build your report look for the graph icon on the top right-hand corner of the page. This icon is on most pages, however, the most commonly used pages are Contacts, Transactions, and Events Registration page.

When you click on the icon, a pop-up will appear where you can begin to build the report.

Use the checkboxes to select the content you want the report to contain, such as Name, Contact ID, and Email.

Once the box has been checked, it will appear in the Selected Columns box.

Once you save the report, you will be able to see all contacts that live in Virginia with their names, contact ID, and Primary Email address.

Building a Report to Find Donors Who have Donated a Certain Amount

Another great use for the report builder is to find donors who have donated a certain amount recently. This information could be used to send thank you notes to or assign portfolios to major gift officers.

For example, if you want to find all donors who have donated $500 or more in the last month, navigate to Donations > Transactions > Search and Manage and used the advanced filter to search for all donors who have donated a minimum of $500.

Then select month to date to find donors who have donated within the last month.

Now that your filters have been set, use the steps mentioned previously to build the report.

Building a Report to find Event Registrations

The report builder can also be used to find contacts who have registered for an event. This can be as narrow or wide as you and contain registrations of a specific event or find contacts who have registered for any event.

For example, if you have an event coming up and you want a report of all contacts who have registered, navigate to Events & Volunteers > Events > Registrations. You will then use the filters to find the contacts who have registered.

If you want to find all contacts who have registered for an event, use the event drop-down to select the event.

If you just want to find contacts who have registered for an event within a time frame, use the advanced filters and enter the date range you wish to search for.

Once you have created the filters, you can now use the report builder to save the information.

Once your report has been created, you can schedule and share it so other members of your organization can also see the information. For information on how to schedule and share your reports, read this article.

You can also see all shared reports in the report builder. To open a report that has been share, navigate to the screen, contacts, transactions, event registrations, that you wish to see the report and click on the report builder icon. Select from the drop-down which shared report you wish to see.

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