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
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!
