Build a custom report

On the Reports page, open the Saved Reports tab and click + New Report to open Report Studio, a full-page builder that previews the result as you go.

How to build a report

1. Choose what to report on: contacts, companies, deals, donations, grants, activities, or volunteers. Each brings its own fields, including any custom fields you have added.
2. Filter it. Each filter is a field, a test, and a value, such as Fund is Annual Appeal. The tests available are equals, does not equal, contains, starts with, greater than, less than, is set, is not set, is one of, and is not one of. Combine filters with and or or.
3. Group it, by one field or two: donations by fund, then by year.
4. Total it. For each group, choose a count, a sum, an average, or the smallest or largest value. Common choices are the sum of donation amounts, the number of donors, and the average gift.
5. Sort it by any field or total, in either direction.
6. Run and save. Click Run to see the result, then Save to name the report and add it to your team’s library.

Custom fields work everywhere built-in fields do: you can filter, group, sort, and total on them. Number fields appear in the totals list, and date fields can be grouped by month, quarter, or year.