How to Create a Custom Report

Locating Custom Reports

Create your Custom Report

Eleo has a Contact Report Writer and a Gift Report Writer that you can use to create an Excel report with information that may not be found in one of our standard reports. The only difference between the two is that the Contact Report Writer only includes contact fields, while the Gift Report Writer includes both contact and gift ones. The Grant Report Writer includes the available grant fields and can be created with these steps as well.

Locating Custom Reports

In this example we will use the Gift Report Writer.

1. From any page in your database, choose ‘Reports’ from your module menu located on the lefthand side of your screen. Then click ‘Gift’ under Jump to options at the top of the page.

• Contact Report Writer – Jump to Contact.
• Report Writer – Jump to Grant

2. Scroll to the bottom of Gift Reports, you will find the Gift Report Writer.

Create your Custom Report

It is entirely up to you how broad or specific your report is. There are a wide variety of filters to choose from, depending on the needs of your organization.

1. Choose the date range and/or a gift amount range.

2. Next, choose the gift filters you need. For example, if you only need to see Credit Card transactions, toggle all Payment Options off for the exception of Credit Card.

You can narrow further by using the dropdowns to choose specific Campaign, Gift Source, Event, etc..

3. The Contact Filters allow you to filter for specific contacts in your database. For example, if you need everyone with the last name, Smith, you will enter Smith in the last name. If you require everyone in your database that is in a certain Contact Group or Contact Type, you will select those from their dropdown.

4. Custom Field filters will be located in Custom Contact Filter Criteria and Custom Gift Filter Criteria. Only the custom fields that you have added to your database will be included here. If you do not have custom fields, these options will not show up when creating your report.

5. Select the Gift Fields that you require in your report. You can select one field at a time, then click ‘Add’ to move these fields into the ‘Selected Fields’ section. You can also choose more than one at a time by using Ctrl select in Windows or Command select on Mac.

6. Once you have your fields selected, you can change their display order by selecting the field and using the directional buttons to the right.

7. To ensure that your report has everything you need, select the 'View' button at the bottom of the page. This is a good way to see if you need to add or delete a filter or field before exporting. To exit view mode, click the X at the upper right-hand corner.

8. Now that you have all the data that you need, click the XLSX button to download your report to Excel.