Givebutter's advanced reporting feature offers enhanced data visualizations, customizable metrics, and dynamic comparisons for real-time tracking of campaign, event, and fundraising performance. Easily create and share custom reports, filter data with greater precision, and automate scheduled reports for efficient analysis.

To create a new report, click the New report button in the upper right corner of the Reports page. You'll be asked if you want to begin from a template or start from scratch. Both options are entirely customizable.

You can select pre-built reports from a selection of templates for popular use cases. Template reports can be viewed, exported, and shared as-is, but you can also use them as a starting point and customize them to meet your needs.

Select a category for the type of report you want to build:

Reports created from scratch or from a template must be given a unique name to proceed (limit 50 characters). You cannot create multiple reports with the same name, even if they have the same parameters.

To begin building your report, you'll have the option to edit the Report name you set, and add an optional description (no character limit).

To customize the date range of the visualization (as applicable) and the data table, you can configure custom date ranges.

Date range options include today, last 7 days, 14 days, 4 weeks, 3 months, 12 months, month-to-date, quarter-to-date, year-to-date, all-time, or a custom date range. If working from a template, you can still edit these dates.

To add filters to your data, click the Filter button. You can select multiple cumulative filters to further narrow down the information included. Available filter options differ based on the type of report category you're creating.

Once you're happy with the filters applied to specify the contacts or transactions included in your report, you can customize the information shown in the report data table. Click the table icon to check or uncheck information to appear in your report.

Some column items include a graph/visualization icon. If your data table includes one or more of these, your report will include a graph. If your report doesn't include any of these columns, your report will not include a visualization.

By default, any reports containing visualizations will include both the current period (as defined by the selected date range) and the previous period as set by the custom date range. To remove a data set, click on the legend/title of the data you'd like to remove – clicking will strike it out and remove it from the chart.

To change the date range in the visualization, you just need to edit the date parameters for the report itself. The chart will update to the new dates.

To save your report, click the Save button at the top of the page. If you've edited an existing report, these edits will apply to any scheduled reports that you've already set up. A saved report will be stored in your dashboard.

To export your report as a CSV (spreadsheet) file, click the blue Share button in the upper right, and select Export CSV. A copy of your report will be sent to the email address you're logged in with.

To send a report by email, click the blue Share button, then select Share via email.

On this page, you'll see a summary of this report, including:

Next, you'll be prompted to fill out the Subject and recipients (Send to) of this email – both of these are required fields. You can optionally add a message to include as well.

To email this report to admins on your Givebutter account, select them from the pre-loaded options, or click in the Send to box to see a list of all admins on your account.

To email this report to someone else, whether it's someone at your organization who isn't a Givebutter admin (or someone outside your organization entirely), you can click in the Send to field and type email addresses manually, separated by a comma.

By default, the frequency for this report will be set to send One time, and the send date will be set to Immediately. Clicking Send in the upper right corner will send this report right away.

To send a One time report at a later date and time, click On date. Here, you can select a date and time to automatically send the report in the future.

To send a report automatically on a pre-determined recurring schedule, select Recurring. This is an ideal choice for automating your reporting to organizational staff, admins, or board members.

Schedule options include:

Scheduled reports will appear in a recipient's inbox with the customized Subject/Message and a download link. The link for a scheduled report is good for 72 hours, after which it expires and must be resent.

Is the default report date range a fiscal year or a calendar year?

The default report date range for most report templates is year-to-date (calendar year). Fiscal years can vary from organization to organization – you can customize your date range to suit your fiscal year as needed.

Why doesn't my report include a graph or visualization?