The General Reports

Last Updated: Nov 14, 2018 04:19PM PST

Classy’s reporting makes viewing your information easier than ever. While we invite you to build, save, and share your own custom saved reports, there are simple default general reports to serve as a guide to build off of and explore high-level information.

Here we will define each of the general reports offered through the Reports tab within the Classy Manager. Each default general report corresponds to a different type of record within Classy.

Transactions

The Transactions Report includes all transactions made including both registration purchases as well as one-time and recurring donations.

Clicking on the transaction ID opens the transaction record. Within the transaction record, all details specific to that transaction can be viewed and edited. Clicking on the campaign name opens the corresponding campaign overview page.

Supporters

The Supporters Report contains high-level information related to the supporters of your organization. Supporters in Classy are matched on an email address and used to keep track of an individual’s activity with your Classy account.

In this report, you may click on any one of your supporters to view the supporter record.

Recurring Giving Plans

The Recurring Giving Plans report shows all recurring giving plans associated with your Classy account.

If you know the specific column name you are looking to add to the report, you can type ahead in the ‘search’ field. Otherwise, click on the column grouping to see relevant column options under that grouping.

Clicking on any one record in this report will take you to the specific recurring giving plan record while clicking on the campaign name will open the corresponding campaign overview page.

Campaigns

Use The Campaigns Report to see how your campaigns are performing. This report will show all campaigns regardless of its current status.

Clicking on any one campaign name within this report will take you to the corresponding campaign overview section.

Fundraising Teams

Use The Fundraising Teams report to see which fundraising teams are performing the best. This list will include all fundraising team pages associated with either a peer-to-peer campaign or a registration with fundraising campaign.

Clicking on the team captain’s name in this report will lead you to the team captain’s supporter record.

Note: To view custom question information related to fundraising teams, please view the campaign specific fundraising teams report. To learn more click here.

Fundraising Pages

Use The Fundraising Pages Report to see which individual fundraising pages are raising the most money. This list will include all individual fundraising pages associated with either a peer-to-peer campaign or a registration with fundraising campaign.

Clicking on the fundraiser’s full name in this report will lead you to the page owner’s supporter record.

Note: To view custom question information related to individual fundraising pages, please view the campaign specific fundraising pages report. To learn more click here.

Attendees

Use the Attendees Report to see anyone who has either attended an event in the past or is signed up to attend an event in the future. This report will include all attendees to both registration with fundraising events as well as ticketed event campaigns.

Clicking on the transaction ID within this report will lead to the corresponding transaction record within Classy Manager while clicking on the campaign name will open the corresponding campaign overview page.

Note: To view custom question information related to attendees, please view the campaign specific attendees report. To learn more click here.

If you have any additional questions, please contact Classy Support for assistance.