Navigating the Reports

Last Updated: Jan 24, 2017 03:28PM PST

Classy provides a user friendly reporting system to organize all of the data that you collect through campaigns. These reports are highly customizable, and specific reports tailored to your needs can be built utilizing the different columns and filters available.  Below are a couple of tool tips including information on Columns, Quick Find versus Custom Field Filters, Roll Up Stats, Date Filter, Importing Emails and Adding Offline Donations to help you navigate through the reports. To learn more about what each column means please read our Account Level Reporting Guide

Columns

You can control the columns that are displayed when viewing a specific report. For example you might want to see information pertaining to Dedications within a Transactions Report or you may want to hide the Page Title in the Fundraising Pages report because it isn't needed. You can do just that using the Columns button of the report.


By clicking on the Columns button you can select or deselect certain columns pertaining to the specific report you are viewing. This is a great way to include more or less information on the report.

Quick Find

The Quick Find feature allows you to quickly search for certain records within a report. For example in the Transaction Report you can use Quick Find to search by Transaction ID, Campaign Name, Email and Status (Online, Offline Refunds or Chargebacks). 


 

Filters

The Filter tool allows you to select specific fields to filter by. You will also have to set the value of the filter to indicate the range of data you would like pulled. For example if you filter by the "tickets" field, you can set the filter to "greater than or equal to" a certain value. You can also apply multiple filters to dive deeper into the data you are specifically interested in viewing. For example, perhaps you are looking for all ticket purchases where a discount code was utilized. In this case, you would want to add two filters, ticket and discounted amounts. Notice how as each new filter is setup, the top roll-up stats will adjust to only include the data shown in your reports.

Rollup Stats

We know how important it is for your organization to have quick and easy access to your data. That’s why we have roll up stats at the top of every report. You can view information like transacting versus non-transacting fundraisers and gross versus net raised. Remember, the top rollup stats will adjust based on the filters you have set for a single report. For example, if you’ve filtered your report to show the donations that have come in from one fundraiser, the top rollup stats will only include the total raised by that single fundraiser, not for the entire campaign.

Date Filter 

The Date Filter can be found at the top of every report. To change the date range on any report, click where it says “Last 30 Days” and update the date ranges you would like to sort your data by.

Import Contacts and Add Offline Donations

To import contacts, simply select the Supporters Report and select Import Contacts from the top-right hand side of the report.

To add Offline Donations simply hover over the Reports Tab and select Add Offline Donations. More information on adding offline donations can be found below.

Emailing Supporters and Exporting Data

Email the Supporters, Participants or Fundraisers you’ve filtered in your report and click Email. Please note that this feature is only available in our reports for our Classic campaign types.

In the next pop window select Compose Email to send an email to all donors.

Please note: The number of emails on the confirmation are only a count of unique emails. If an email address is listed more than once in a report, our system will only count that as one email.

To export a report you will want to select Export next to the report and you will be able to export the data as a CSV file.


If you have any questions along the way please reach out to Classy Support