On October 26, 2026 we released a redesigned set of reports. Every report now shows key numbers as cards you can compare with an earlier period, and every number explains itself when you hover over its label.
What's new
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New reports: Revenue, Constituents, Installment pledges, Registration fundraising, Registration commitment, Auction, Inventory, and email reports (Transactional emails, Milestone emails and Email Center).
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The Donations report is now the Transactions report. It lists every charge and refund, and each transaction still opens a details page where you can resend a receipt, issue a tax receipt, move or refund the transaction.
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Compare periods. Compare any date range with the previous period, the same dates last year, or dates you choose.
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Explanations built in. Hover over (or tap) any label with a dashed underline to see exactly what the number includes.
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One set of rules. The Summary report and the detailed reports count money the same way, so the same filters give the same Total raised everywhere.
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Simpler filters. Date and Sites filters are always visible; everything else is under + More filters.
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Fundraiser report. Fundraiser owners and admins get a single Fundraiser report with an overview, activity chart and a tab for each list (transactions, tickets, teams, personal pages and more).
Where to start
Good to know
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Downloads still arrive by email. Click Download, then open the link in the email we send you.
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Some totals may look different from the old reports. The redesigned reports apply the same rules everywhere (for example, a refund now lowers the period in which it was made). See Why don't my report numbers match?.
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New activity can take a minute to appear in reports. If a brand-new donation is missing, wait a minute and reload the page.
Questions? Contact your Partner Success representative or support@crowdchange.co.