HOW TO: Create and edit custom reports

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Speaker: DonorPerfect’s Easy Report Builder makes it easy to create and edit your custom reports using a straightforward drag-and-drop interface. Easy reports may not be included in your Read More

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Speaker: DonorPerfect’s Easy Report Builder makes it easy to create and edit your custom reports using a straightforward drag-and-drop interface. Easy reports may not be included in your DonorPerfect database. If you are interested in this feature, please contact your account manager.

You can access the Easy Report Builder by hovering over reports in the main navigation and selecting Easy Report Builder, or if you’re already in the report center, you can click, add new easy report, from any folder within the report center. Once you’re in the Easy Report Builder, start by naming your report.

Then, from the drop-down menu, select the screen you would like to include. All custom reports will be saved to the easy report’s folder by default. Under, show more options, add a description of your report and select your desired orientation. In the report editor, DonorPerfect will start you out with the most commonly used fields from that group. From there, you can build out a more inclusive report.

The panel on the left displays all available fields for your report. Find a field by scrolling, or use the search bar. When you’ve located a field that you would like to add, you can drag and drop that field, or you can use the plus icon. You can select fields. You can also group results by one or more fields, and you do so simply by dragging and dropping a field name to your group by header.

You can also group by multiple fields. If you would like to remove a field from the grouping, drag and drop it back to your report editor. Use the options drop-down to make adjustments to the fields. Each selected field has an options drop-down list where you can choose the sort order and an optional footer.

Click the pencil to rename a prompt for your report. The report editor gives you a representation of your report as you build it. If you would like to remove a field, simply use the red X icon. When you’re finished, click, save and open, to view your report.