Introduction
CharityEngine has a host of reporting options to assist you and your users to quickly and easily gain insights to your donors, their actions, and engagement with your organization. While there are over 90 out of the box reports, CharityEngine also provides you with more customizable reporting throughout each of the applications. 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.
Table of Contents
- Introduction
- Prerequisites
- Instruction: Contacts App - Building a Report to Locate Contacts in a Specific County
- Instruction: Donations App - Building a Report to Locate Donors Who Donated Over $100 and Assigned to Specific Solicitor
- Instruction: Events App - Building a Report to Locate
- FAQs & Additional Reading
Prerequisites
This feature will be available on most listing screens. While this article will demonstrate contacts, transactions, and events, explore other areas within your CharityEngine account to leverage the Report Builder for other applications.
Instruction: Contacts App - Building a Report to Locate Contacts in a Specific County
This is a demonstration and example of leveraging the Report Builder feature within the Contacts App. Please explore the various filter criteria available for more complex or specific filter options.
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- General Tab: Receive Email = Yes (right hand side)
- Address Tab: County = Hamilton
- Advanced Segmentation Tab:
- from drop down list select Giving
- Selecting calendar year 2022
- Greater than 500
- from drop down list select Total Amount
- Select between
- 1000 and 5000
- Condition: "Or"
- from drop down list select Giving
- Click Apply
Step 3: Navigate to the Report Builder (top right-hand corner - graph icon)
Instruction: Donations App - Building a Report to Locate Donors Who Donated Over $100 and Assigned to Specific Solicitor
This is a demonstration and example of leveraging the Report Builder feature within the Donations App. Please explore the various filter criteria available for more complex or specific filter options.
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- Quick Filters: Show: Payments Only (from drop down)
- Payment Tab: Amount Min $: 100
- Attribution Tab: Solicitor = Nancy Andrews-Solicitor
- Click Apply
Instruction: Events App - Building a Report to Locate
This is a demonstration and example of leveraging the Report Builder feature within the Events & Volunteers App. Please explore the various filter criteria available for more complex or specific filter options.
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- Ticket: Dinner Tickets
- Region: CharityEngine Foundation East Region
- Click Apply
FAQs & Additional Reading
A. Yes. You can share reports so others on your team are also available in the Report Builder list. To make a report shared navigate to the Reports & Analytics App > General > Report Builder > locate your report > ACTIONS: Make Shared. The visibility field will be modified to 'Shared" and now others will be able to see the report in their report builder drop down.
A. Learn more with our article Automation & Workflow: Modifying a Data Job
A. Yes - navigate to the Contacts App > Organization & People > Contacts > Advanced Filter > access the drop down > select one of the giving history elements. In addition, filter options such as "Equal to" or "Greater than" to assist you with advanced filtering.
Multiple filters can be used at the same time. Simply select another filter from the Add Filter dropdown and it will appear below the first filter.
If multiple filters are being used, you will need to select either And or Or to determine how the filters will be used. If you select And, only contacts that meet both filters’ criteria will be displayed. If you select Or, contacts that meet at least one of the filters’ criteria will be displayed.
Q. Can I filter on last activity date for a contact record?
A. Yes - navigate to the Contacts App > Organization & People > Contacts > Advanced Filter > access the drop down > select Most Recent Activity Date. In addition, filter options such as "Equal to" or "Greater than" to assist you with advanced filtering.