Getting Started With Reporting

All your organization's transaction data, within reach.

The Reporting section allows organizations to measure performance based on any metric tracked by iDonate. For instance, you could determine which ZIP code has the most recurring donations, which state is the most active, or which giving channel has the highest usage, to name a few of the many combinations of data able to be tracked by iDonate Reporting.

Selecting a Report

By using the drop-down in the top-left of the interface, you can select one of iDonate's pre-made reports (also known as a "canned" report), or one that you have created yourself.

Creating a New Report

To create a new report, select New Report. After naming the report, select the focus of either Donor, Transaction, or Schedule.

From there, you can specify the inclusion criteria using the Add Filter button, then entering the parameters into the text field when prompted.

You can further specify inclusion criteria by selecting Add Filter again. You can remove all filters and restart by selecting Clear All Filters.

When done specifying your criteria, select Save Report. From there, you will be asked if you want this report to be visible to the entire organization, or just to you.

Using the Search Bar

The Search Bar can find specific data within the Report table. For instance, if you wanted to find a donor with the last name of "Rockefeller", enter "Rockefeller" into the search bar of a report that includes Last Name as a column.

Using the Quick Filter

A quick and easy way to ascertain maximums and minimums is to use the Quick Filter button, which gives you the ability to sort the table based on a certain column's value, sorted sequentially.

For instance, to find the highest Client Proceeds, enable Quick Filters, then sort the Client Proceeds column from high to low.

Customize Report

Select the Customize Report icon to bring up additional filtering options for your report.

General – From here, you can rename the report, set the organization visibility option, or Roll-Up All Locations to view data for all chapters within your organization.
Filters – From here, you can remove existing filters or include additional filters to further specify which data you want to see in the report.
Columns – From here, you can add, remove, or re-arrange column types in order to create as specific or as broad a report as you need.

To save your changes, select Apply. To set the report as the default view when you open Reporting, select Set as Default. To delete the report, select Delete Report`.

Exporting a Report

To dive even further into the data, you can use your spreadsheet software of choice to visualize your report. To export your report as either an XLS or CSV file, select your file format and then the Export icon.