Reports give you a clear view of your fundraising without exporting data to a spreadsheet. Start from a ready-made report on giving, donors, recurring plans, pledges, or engagement, set your date range, and compare against a previous period to see what changed. From a report, you can find the supporters who need attention and email them directly. You can also build and save your own custom reports, export them and schedule them to send automatically. The Reports page is split into two main areas:

Each ready-made report brings together the charts and tables fundraisers check most often, organized into sections. Select a report under Reports for you to open it.

To read about each report, view example data, and see a full list of data included in a specific report, click a report name in the toggle list below.

Most ready-made reports have the same set of filters at the top: a date range, a comparison period and a campaigns filter to include or exclude specific campaigns. Some reports have extra filters, like giving types on Giving Overview, and channel and message on Engage Momentum. When you choose a comparison period, most line charts show your selected period in blue and the comparison period in orange. Some charts always show the current status, whatever dates you pick, because they reflect where things stand today. For example, plan status in Recurring Giving and overdue pledges in Pledges always show what's true as of today.

Tables in ready-made reports can be downloaded in CSV format, so you can work with just the data you need, like a list of overdue pledges. Ready-made reports can't be scheduled or shared by email. To send report data automatically, create a custom report under Your reports and schedule it.

Some tables in ready-made reports let you email the supporters listed, so you can act on what you see right away. For example, the Donor downgrades table in Donor Health lists donors who are giving less than they have in the past, and you can reach out to re-engage them directly from the report. A pop-up shows how many of the listed supporters are eligible to receive communications before you create your draft. Your email opens in the Engage email editor with those supporters already selected as recipients.

Your reports (previously called Custom reports) holds the custom reports you build from scratch or from a template. Custom reports let you choose exactly which contacts or transactions to include, which columns to show, and how to visualize them.

To create a new report, click the New report button in the Your reports section 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:

Every report, whether built from a template or from scratch, 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.

To generate a visualization for your report, click on the column you'd like to use to create the chart/visualization. In the dropdown menu, click Visualize.

By default, any reports containing visualizations will include both the current period (as defined by the selected date range) and the previous period. You can specify the current period date range, and the previous period will automatically reflect the same date range from the previous year. The previous period cannot be customized at this time. 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, edit the date parameters for the report itself. The chart will then 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 under Your reports.

To export a custom 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 custom 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 don't my report totals match other pages in my dashboard?
Reports include transactions from archived contacts and $0 transactions, such as free tickets. Other pages in your dashboard may leave these out.

Can I use reports without Givebutter Plus?
Reports are a Givebutter Plus feature. Every account can still export transactions, end-of-year giving summaries and payout details for free.

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