How to filter, compare and download reports

Every report uses the same filter bar, so once you know how it works in one report, you know it everywhere. This article explains dates, compare periods, filters, tables and downloads.

Before you start

• You need Admin access. The organizations you can see in each report depend on your role, so another admin may see different numbers with the same filters.

Choose your dates

1. Click the date filter on the left of the filter bar (for example Transaction date).

2. Pick a preset (Last 30 days, Last 3 months, Last 6 months, Last 12 months, MTD or YTD) or choose a start and end date.

3. Click Apply.

Each report filters by the date that makes sense for it:

All dates use your site's time zone. Some cards are marked As of today (for example plan statuses and fundraiser statuses): they always show the current situation, whatever dates you pick.

Compare with another period

Most cards show a percentage change and the value they are compared with (for example vs $1,675.52). Hover over the compared value to see the exact compare dates. You can compare with:

• Previous period: the same number of days just before your dates.

• Previous year: the same dates one year earlier.

• Custom date: any dates you choose.

On charts, click Compare to lay the compare period over your dates. Charts show one point per day, or one point per month when your dates cover 93 days or more.

Filter the report

1. Use Sites to limit the report to one or more of your sites.

2. Click + More filters to add other filters, then choose a value. Each filter you set appears as a chip in the filter bar.

3. To remove a filter, clear its chip, or click Clear filters.

Filters you will see in most reports:

Some reports also have their own filters, such as Status in Recurring donations or Email type in the Transactional email report.

Work with tables

• Click a row to open its details (for example a transaction or a recurring plan).

• Use Edit columns (where shown) to choose which columns appear.

• Use Items per page at the bottom of a table to show more rows.

Download a report

1. Set your dates and filters. The download uses the same filters as the screen.

2. Click Download at the top of the report, or the Download button above a specific table.

3. We email you a link when your file is ready. Click the link in the email to download the file.

Large reports can take a few minutes. If you haven't received the email after an hour, check your spam folder, then contact support.

Tips & troubleshooting

• A brand-new donation isn't showing. Reports can take a minute to show new activity, and totals that include today are refreshed every couple of minutes. Wait a minute and reload the page. A transaction's details page always shows the latest information.

• My colleague sees a different number. Check that your filters match. If they do, your roles may give you access to different organizations.

• A number seems too low or too high. Hover over its label to see what it includes, then see Why don't my report numbers match?.

Related articles

• Reports overview: which report to use

• How report numbers are calculated

• Why don't my report numbers match?