Custom Report Builder
The reports you need, designed by you
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With an easy-to-use drag and drop interface, DonorPerfect’s Custom Report Builder allows you to select and position virtually any of your DonorPerfect fields. Group, sort, count, sum, and average fields to break down your data further for common uses like “gifts by state,” “sum of volunteer hours,” and more.
Apply a filter or configure the sidebar options so you can output only the constituents you want to see and what you want to see about them, from giving history to volunteer hours. When you’ve finished editing your report, email it to anyone, in .PDF, .CSV, Word, or Excel format.
Report Builder and Scheduler Features
Customize Your Reports
- Create unlimited reports
- Add desired fields to your report
- Group and sort results by any field(s)
- Edit and copy reports as needed
- Display report in portrait or landscape orientation
- Separate reports into folders that you create
- Instantly email results to anyone
Automate Sending your Reports
- Schedule reports to be emailed to one or more people
- Send reports on a monthly, weekly, or monthly basis
- Gate reports with an optional password
- Recipients do not require a DonorPerfect login
Compare DonorPerfect’s Reporting Tools
We are constantly evaluating our data to figure out better ways to raise money and we really appreciate the power and flexibility of DonorPerfect’s Report Writer. We are very satisfied with the system and we think the support staff is the best!"
