Building a custom report

Reports > + New Custom Report. Build any report against contacts, companies, deals, donations, grants, activities, or volunteers.

Step 1: Pick the entity

Each entity has its own field list (built-in fields + your custom fields).

Step 2: Filters

Add filter rows. Each row: field, operator, value. Operators include equals, not equals, contains, starts with, greater than, less than, is set, is not set, in (list), not in. Combine with AND or OR groups for complex conditions.

Step 3: Group by (optional)

Group rows by one or two fields. E.g. group donations by Fund, then by Year.

Step 4: Aggregations

For each group, choose what to compute: count, sum (of a numeric field), average, min, max. Common: sum donation amount, count distinct donors, average gift size.

Step 5: Sort

Sort by any field or aggregation, ascending or descending.

Step 6: Run + save

Click Run to see results. Click Save to name the report and add to your shared library.

Custom field support

All custom fields are first-class — filterable, groupable, sortable, aggregatable. Numeric custom fields appear in the aggregation picker; date custom fields can be grouped by month/quarter/year.