Report System Settings

Report System Settings

Contents

Saved Report Types
Giving Levels


Find Report System Settings in System Settings> Home/Dashboard> Reports.

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Saved Report Types

To set up your custom report types, navigate to System Setting> Home/Dashboard > Reports > Saved Report Types. From here, add the categories of reports that you need, and click Submit.

Now, when you save a report, you can select a Custom Report Type.

To filter and/or sort your reports by Custom Report Type, navigate to Reports> Home/Dashboard. At the top-right of the page, you can filter reports by Custom Report Type.

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Giving Levels

Giving Levels let you report on the different donation and pledge ranges of your constituents. 

They do not affect your front-end forms.

For Donation levels on forms, see Fundraising System Settings.

To create Giving Levels, navigate to System Settings> Home/Dashboard> Reports> Giving Levels.

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Change the amounts in the "to" field to adjust the levels. This will automatically calculate the corresponding "from" column.

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You can then use the Income Analysis Report to see your incoming transactions grouped by these levels. 

income_analysis_giving_levels.png

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