Please note: Custom reports are included in the Data and Giving Essentials packages. Please contact the Customer Experience team at support@qgiv.com to learn more or add a package.
With Custom Reports, you can save the search parameters you’ve used for a particular report for future use. To do so, click the Save as Custom Report button, located next to the Reset Filters button in the report filtering area.
Currently, you can save the following reports as custom reports:
- Transactions (Details and Summary reports)
- Recurring Payments
- Export History
- Matching Gifts
- Qgiv Registrations
- Qgiv Donations
- Peer-to-Peer Participants
- Peer-to-Peer Donations
- Peer-to-Peer Teams
- Peer-to-Peer Badges
- Peer-to-Peer Store
- Peer-to-Peer Inventory
- Auction Attendees
- Auction Inventory
- Auction Bidding Activity
- Auction Purchased Items
- Auction Registrations
- Auction Donations
- Mobile Messages
- Text-to-Donate
Once you’ve clicked Save as a Custom Report, you’ll be taken to a Custom Reports screen where you can edit the title and description of your report before saving it.
To change the title of your report, click the Edit button next to its current title. The field will become editable. You can also change the report’s description by following the same steps.
You’ll see a list of report fields below the title and description of your report. If you’d like to change the column header text that appears in your report, you can click the column name to do so.
The three lines to the left of the column name let you move the column up or down to reorder your custom report. You can also use the navigation items to the right of the field header to move a field to the top or bottom of the report, sort alphabetically or reverse alphabetically, hide the column, or remove the column.
Please note: Some columns are required and cannot be hidden or removed.
When a field is marked to be hidden, it will be grayed-out in the list and the icon will change appearance.
If you’d like to display a field you’ve hidden, just click the eye icon again. You can hide all fields by clicking the icon at the top of the field list.
You can also drag and drop fields to reorder them in the list. This will change the order in which they appear in your report.
If you’d like to add a field, click the Add a Field icon shown below to see your options. The options shown below are available for custom Peer-to-Peer Participant reports. Fields to add will vary based on the report your custom report is based on.
Once you’ve clicked the type of field you'd like to add choose the field to add.
You can add multiple fields at once. If you check the Add fields to bottom of report checkbox, clicking add will place chosen fields at the bottom of the report.
If you click Add a Custom Column, you can enter a field value that will appear at the top of the column on the actual report.
Add text to the blank text box with the text you’d like to appear in the cells of the report. Whatever you enter here will be included with ALL transactions in the downloaded report.
Some reports will have additional options for fields to insert into your custom report. For instance, the Qgiv Donation Report options below include a Dedication Field that other reports won't have.
Click Save when you’re satisfied with your report configuration. Your custom report will now appear in the Custom Reports list, which can be accessed at any time from your organization’s control panel under the Reporting option. The list shows the report name, description, the date on which it was last run, and options to run, clone, edit, or delete reports.
Clicking Run next to a custom report will display a drop-down menu. You can choose a time frame, and then choose to download a CSV or Excel file.
If you'd like to clone a custom report, click Clone. An identical report will be created and will appear in the main listing. You can edit it as needed.
You can run, clone, edit, or delete custom reports at any time by using the options provided.