In the Reporting area, you can sort and categorize information by using filters to create customized reports about your donor population.
If you’ve just logged in to your organization and you’re on the dashboard, look for the Reporting icon along the left-hand side of your screen. Hover over it to display the following options:
Clicking the Reporting icon will automatically take you to the Reports area, where you’ll see available report types along with a brief description. Click the View Report button to access the report data along with additional filtering options. You can search for a specific report using the search bar near the top of the reporting page.
Please note: You may or may not see all of the options shown below, depending on which products you’re using.
Report Navigation Basics
Once you’ve clicked View Report on one of the tiles, or if you've accessed the Transactions or Recurring Payments reports by using the links in the control panel, you’ll see very similar search and filtering functions. Let’s go over those!
First, you’ll see a search field in which you can search by name or transaction ID to locate specific transactions. You can search multiple names by separating them with commas. For instance, searching for "Betty, Skip, and Francis" will result in a list of donations made by donors with the first names Betty, Skip, or Francis. You can also search for a range of numbers. This can be helpful for locating donations falling into a range of transaction IDs.
There are also advanced filtering options so you can narrow the focus of your search results.
When you click the Advanced Filtering button, a field will appear in which you can select the filters you’d like to apply.
Depending on the report, your advanced filtering options will vary. When you make a selection, your options will appear below the field in the form of buttons. If you have a large number of forms or events, you’ll see a drop-down menu instead of buttons.
To help you further narrow your search results, you’ll find a Range drop-down menu. You can choose a time period from the menu or enter your own dates if you’re looking for a transaction within a certain time frame.
When you’ve located a transaction with which you’d like to work, you’ll notice the transaction ID within the table can be clicked for more details. You’ll notice an Edit option for any section in which you have the ability to make changes.
Depending on the type of transaction, the information and editing options you’ll see will vary.
If you make any changes to information associated with a transaction, be sure you click the green Save button before navigating away. The text you see on the button will vary, depending on what section you’re working in.
In each report, you can reset the advanced filters and run another report by clicking Reset Filters.
You can also save your search terms as a custom report, which you can read more about here.
Now that you've got the basics down, check out the other articles about Qgiv and peer-to-peer reports to get more detailed information about how to best use each one!