To get started, navigate to Reports > Smart Reports. Use the dropdown menu to select a report type.
'Report type' refers to the data sets that are available:
Donor Details
Includes all details from the donor profile (including custom fields) as well as giving history. You can select from the following categories:
Personal Information (from the donor profile view)
Professional Information (from the donor profile view)
Address (from the donor profile view)
Giving Summary
Custom Fields (from the donor profile view)
Available filters: Stages, custom fields
Giving Records
Includes detailed donor activity and key donor details (including custom fields and giving summaries). You can select from the following categories:
Record Details (from the activity tab)
Donor Details (basic details and giving summaries)
Custom Fields (from the donor profile view)
Available filters: Record Type (i.e. Gift, Pledge)