Building a Custom Report

The Report Builder lets you create precisely filtered reports and save them as reusable templates — useful for board reports, grant reporting, or any recurring analysis your organization needs.

Step 1: Open the Report Builder

1. Go to Reports in the sidebar.
2. Click Report Builder.
3. Click New Report.

Step 2: Apply Filters

You can filter by any combination of:

• Source — which form, campaign, or event the donation came from.
• Status — Completed, Failed, Refunded, or Pending.
• Payment Method — credit card, PayPal, bank transfer, etc.
• Currency — useful for multi-currency organizations.
• Frequency — one-time or recurring.
• Donor Tags — segment by any tag you've applied in the CRM.
• Custom Date Range — set exact start and end dates.

Step 3: Choose Export Fields

Select which data columns to include in your export. You can include:

• Donor name, email, address, phone.
• Donation amount, currency, date, payment method.
• Campaign or form name.
• Custom field values collected at checkout.
• Recurring subscription details.

Drag columns to reorder them if the sequence matters for your import into another system.

Step 4: Save as Template

If you'll run this report regularly:

1. Click Save as Template.
2. Give it a name (e.g., "Monthly Board Report" or "Grant Reporting – Education Fund").
3. The template appears in your saved list and can be run again with one click, with the option to adjust the date range each time.

Step 5: Schedule Automated Delivery

1. On the saved template, click Schedule.
2. Choose frequency: Daily, Weekly, or Monthly.
3. Set the delivery day and time.
4. Enter the email address(es) to receive the report.
5. Save the schedule.

LevCharity will generate and email the report automatically on your chosen schedule — no need to log in and run it manually.

Viewing Report History

Previously run reports are saved under Reports → History & Schedules. You can re-download any past export from there without re-running the report.