Reports can be accessed through in the Admin Panel by selecting Reports on the left-hand side(on a campaign entity level only) under Reports.
Organizing Your Reports
Admin Reports allows administrators to generate, view, customize, and export complex reports to track any element of their campaign. There are approximately 15 reports, all revolving around donation and member/fundraiser information. Admin reports sports a tabbed interface, allowing multiple reports to be open at the same time. The first and default tab is "Reports Home", which features a list of all the available reports. To the left of this list, the same reports appear categorized in folders. To open a report, you can select it either from the reports list or the folders.
We recommend using the “My Favorites” feature so each user who logs in can easily see the reports they use most frequently. To add a report to “My Favorites”, open the report and then click on “Add to Favorites" in the top bar.
Your favorite reports will appear in the top folder "My Favorites" to the left of the main reports window. Please note, “My Favorites” will only have the view for this specific user.
To create a view that spans the organization you can use Tags. For example, if you want to identify the best reports to be used by Finance you can create a ‘Finance’ tag. You would do this by selecting the report and then going to “Select or add tags” from the top bar.
Your tags will appear in reports list, under the tags column. You can filter the reports list to display only those with a specific tag using the "Filter by Tag" dropdown above the reports list.
Once you open your chosen report, there you will be able to filter your report by date and campaign to filter down to the specific data you're looking for. Note: the less data included in the report, the quicker it will load. After you've set your parameters, there are three ways you can run your report:
This will allow you to run the complete report and see it in the Admin Panel window. Through this view you will be able to do the following:
This is generally used for reports that contain a large amount of data. The report will automatically download and appear in your computer's “Downloads” folder (unless this has been changed by the Administrator). While the report is being run, a pop-up will display indicating the report is being pulled. Press OK to move past the pop-up box.
3. Queue Report
This queues the report to run in the background. When the report is ready, you will be notified via email with links to either download the report or load it within the Admin Reports interface for further customization. While the report is running in the background, that report will be disabled in the Admin for that administrator. The administrator can run other reports during this time, can continue working in other Admin interfaces or browser windows, or close the browser window entirely without affecting the queued report.
Report Timeout Information
Reports run for 30 seconds before timing out. If that time is reached, the administrator will be notified in a popup and given the following options:
- Narrow the search criteria (the report parameters) for a smaller dataset and try again
- Queue the report to run in the background
If the report is queued, when the report is ready, the administrator will receive an email that includes links to either download the report directly or load it within the Admin Reports interface for further customization. While the report is running in the background, that report will be disabled in the Admin for that administrator. The administrator can run other reports during this time, can continue working in other Admin interfaces or browser windows, or close the browser window entirely without affecting the queued report.
The reports interface provides various export options to ensure you can get your report into whatever destination you need. You must have run a report before you are able to execute on these options.