Customized reports help you surface the insights that matter most to your team. Instead of relying on generic data views, you can tailor reports to highlight the key metrics that align with your goals—whether that’s employee engagement, program reach, or donation activity.
These reports make it easy to:
- Track progress over time
- Spot trends across initiatives
- Focus on what’s most meaningful to your company
Follow the steps below to create a customized report:
1. Navigate to Analytics
From the left-hand navigation, choose any Analytics tab (e.g. Giving, Volunteering, Campaigns). Then click the Customize button below the analytics filters.
2. Select Your Metrics
You’ll see a list of available metrics. Click to select or deselect them—your selected metrics will appear in blue on the right-hand side.
Tip: Hover over any metric name to view a brief description of what it tracks.
3. View and Refine Your Custom Report
Once you’ve chosen your metrics, click Customize to return to the main Analytics view. Your dashboard will now display the data based on your selections.
From here, you can:
- Further break down your report using filters based on the chosen metrics
- Choose to include or exclude empty rows
- Download your report as a CSV file for sharing or deeper analysis
Who Can View and Export Reports
Sharing the load with Impact Champions or Group Leads? Access to Analytics depends on each person's role. Here's what everyone can see.
Role | View Analytics | Download CSV |
All-Access Admin | All reports | Yes |
Finance Team | Transactions and Company Wallet | Transactions only |
Group Lead | Reports for their groups' campaigns and events | For their groups only |
Impact Champion | No Analytics access; campaign totals are visible on the campaigns they build | No |
IT Admin | No Analytics access | No |
Employee | No Analytics access | No |
Want to share results with someone who doesn't have access? 📤 An All-Access Admin can download the CSV and share it, or drop the highlights into a leadership update.
Protecting Employee Privacy in Exports
- 🔐 Exports can include employee-level data, such as names, donation amounts, and volunteer hours. Share them only with people who need them.
- 📊 For broad audiences, share totals and trends instead of employee-level rows. Use filters or group by department, office, or campaign.
- 👤 Employees whose profiles are private still appear by name in admin exports, because admins need this information to review matches and hours.
- 📁 Follow your company's data policies when storing or forwarding CSV files.
Customized reports make it easy to measure what matters most to you—and adjust your strategy as your programs evolve. Let us know if you'd like help setting up a report!
