To get started, navigate to Reports > Smart Reports. Use the dropdown menu to select a report type.
'Report type' refers to the data sets that are available:
Donor Details
Includes all details from the donor profile (including custom fields) as well as giving history. You can select from the following categories:
- Personal Information (from the donor profile view)
- Professional Information (from the donor profile view)
- Address (from the donor profile view)
- Giving Summary
- Custom Fields (from the donor profile view)
Available filters: Stages, custom fields
Giving Records
Includes detailed donor activity and key donor details (including custom fields and giving summaries). You can select from the following categories:
- Record Details (from the activity tab)
- Donor Details (basic details and giving summaries)
- Custom Fields (from the donor profile view)
Available filters: Record Type (i.e. Gift, Pledge)