Common reports and how to create them

In this article:

Comprehensive export

Giving history

Retention and attrition

Pledge-specific reports

Other reports


Multiple reporting options are available in Little Green Light. To find out which most closely matches your needs, refer to the list below, find one you want to create, and follow the instructions to build it.

This article is intended to help you quickly find a report to create and give you basic how-to information. If you need more details about reporting or detailed step-by-step instructions for creating reports, read Before you create a report, Generating reports from the Constituents or Fundraising tab, and Build, customize, and schedule reports.

Important note about reports and your data

To ensure you get the report that you want, carefully consider what types of data you’ll need and make sure the data in your LGL account is structured in a way that will meet your reporting requirements. (For example, if you want to know who attended your last three events, you’ll need to have captured attendance information for each event.)

A comprehensive export of the data in my account

Read how to create a comprehensive export of your data.

What is our gifts total year to date?

Note: This is just a single number, so there’s no need to run a whole report.

The Dashboard provides a quick, real-time look at total giving by current month and current year, and allows you to link to details.

How many donors did we have last year?

Note: This is just a single number, so there’s no need to run a whole report.

Using the Advanced Search box at the top of the Constituents > All constituents page, create a search for the date range you want and click the Search button. This provides you with a de-duplicated list and is an easy way to see the number of donors.

Who were our new donors last year?

  1. Run a search in the Constituents tab, setting “First gift date” to the time frame you want.
  2. View or export the search result list by clicking the Export results button in the upper right of the page.
  3. If exporting the results, you’ll be taken to the Customize tab of the report builder. Choose the fields you want to see in your report from among the available fields, which are viewable by category in the navigation element on the left side of the screen.
  4. Click Preview to view how your report will look (for CSV reports). If you need changes, go back to the Customize tab of the report builder. Or, if the report looks good, go to the Save Export tab and save it with a name that you will recognize in case you want to find it in the future.

How much did we raise, by appeal, last fiscal year?

  1. In the Fundraising tab, set the date range to “This fiscal". Then, from the View by dropdown menu at the top of the page, choose to view Giving by appeal.
  2. Click the Export results button.

Who gave an in-honor/in-memory gift this month or last month, and how much did they give?

  1. Go to Home > Reports, and select Gift/Pledge Reports from the menu on the left. 
  2. Scroll through the report templates until you locate the “In honor/In memory” report templates. You can choose to look at this month or last month. Then click the Export button.
  3. Click Preview to view how your report will look (for CSV reports). If it looks good, go to the Save Export tab and save the report with a name you will recognize.

A PDF report showing gifts by fund for the current month

  1. Go to Home > Reports and select Gift/Pledge Reports from the menu on the left. Scroll through the report templates until you locate the “Deposits/Gifts by Fund - this month” report template.

  2. Click Export to save the most up-to-date report with pre-defined fields.

Our top 100 all-time donors and how much each has given in each of the last five years (sorted from high to low)

  1. In the Constituents tab, click on the pre-built filter for “Top 100 Donor”.

  2. Click the sort option (the down arrow icon) under Giving summary to sort total giving in descending order.

  3. Click Export results, which takes you into the report builder.

  4. In the Report Template dropdown menu on the Customize tab, choose the “Total gifts by year (csv)” template.

  5. Complete the report (save and export).

Our donors for our last three annual gala events, and how much they gave to each event

  1. In the Constituents tab, search for "Events (giving)" for the three events you want. Then click the Export results button.
  2. On the Customize tab, select the data fields you want, including name information, and add multiple “Total Giving” fields, customizing each to represent each of the three events.
  3. Click Preview to view how your report will look (for CSV reports). If it looks good, go to the Save Export tab and save the report with a name you will recognize.

Our annual report of constituents who have given in the current fiscal year, showing their total contributions for this year and last

  1. Go to Home > Reports and select the Constituent Reports menu on the left. Scroll through the report templates until you locate the “Annual Report Info (Current Year)” report template. Then click Export to save the most up-to-date report with pre-defined fields.
  2. Click Preview to view how your report will look (for CSV reports). If it looks good, go to the Save Export tab and save the report with a name you will recognize.

A deposit report for this month, including the constituent name, gift amount, date, and fund

  1. Go to Home > Reports and select the Constituent Reports menu on the left. Scroll through the report templates until you locate the “Annual Report Info (Current Year)” report template. Click Export to save the most up-to-date report with pre-defined fields.
  2. Click Preview to view how your report will look (for CSV reports), and if it looks good, go to the Save Export tab and save the report with a name you will recognize.

A full export of all main gift fields and types, including constituent name and contact information, for the current fiscal year

  1. Go to Home > Reports and select Gift/Pledge Reports from the menu on the left. Scroll through the report templates until you locate the “Full Export -- CSV” report template. 
  2. Click Export to save the most up-to-date report with pre-defined fields.
  3. Click Preview to view how your report will look (for CSV reports), and if it looks good, go to the Save Export tab and save the report with a name you will recognize.

LYBUNT report (donors who gave last year but not this year)

  1. Go to Home > Reports and select Constituent reports from the menu on the left. Scroll through the report templates until you find the “LYBUNT” report. Click Export to save the most up-to-date listing with pre-defined fields.
  2. Click Preview to view how your report will look (for CSV reports), and if it looks good, go to the Save Export tab and save the report with a name you will recognize.

SYBUNT report (donors who gave some year but not this year)

  1. Go to Home > Reports and select Constituent reports from the menu on the left. Scroll through the report templates until you find the “SYBUNT” report. Click Export to save the most up-to-date listing with pre-defined fields.
  2. Click Preview to view how your report will look (for CSV reports). If it looks good, go to the Save Export tab and save the report with a name you will recognize.

A report showing pledges with open balances

  1. Go to Fundraising > Giving and run a search in the Advanced search box at the top of the page, setting gift types to Pledge and Is completed? to No. Then click the Export results button to go to the report builder.
  2. In the Customize tab, choose one of the Pledge Reports.
  3. Clicking the Preview tab will show you what the columns in the report contain for the first ten records (note the Pledge and Installment columns). You can go back to the Customize tab if you want to add or subtract any fields. Once you're happy with the preview, click the Save Export button to save and run the report (to produce an Excel spreadsheet).

Pledges (with balance due) and gifts given to our annual fund

  1. In the Constituents tab, run a search to find the constituents who meet your criteria. In the example here, we are looking for anyone who gave a gift or pledge to the Annual Giving campaign last fiscal year or this fiscal year.
  2. Once you've set your criteria, click Search and then click Export results to begin building your report.

  3. In the Customize tab, select the fields to identify the donor and then select the field Gifts, which you'll use to return pledge data.
  4. You now need to customize the Gifts field so it produces the pledge information you're looking for. Looking at the graphic below, notice there are three areas of customization:
    1. Which columns you want: Make sure to include the pledge amount and balance
    2. Which gifts should be included: Restrict the type to Pledge, and restrict the campaign and time frame according to the campaign you are interested in and the time frame (gift dates)
    3. How many such gifts should be returned: If you think any one donor might have given up to three pledges, then set the count to three (3). The report will return the three most recent gifts that meet your criteria (i.e., annual giving pledges from last and this fiscal year)

  5. You now need to also include actual gifts (versus pledges) in your report. To do this, it's easiest to use the Total Giving columns and restrict the gifts to be summed in here to gift type of Gift and for the specific time period you are looking at. In our example, we have one column for total giving from last fiscal and another column for total giving from this fiscal.
  6. Note that you are not able to use these Total Giving fields for your pledges because they won't return a pledge balance, which is why we used the Gifts field for the pledges.

  7. In the Preview tab, you can see what the first 10 rows of data will look like in your report. In our preview, the columns on the far right show the monetary gifts received (see note 1) and the pledge-related columns (see note 2) show the amount pledged and the current balance on those pledges.

Call sheets for our phonathon

  1. Go to the Constituents tab, search for the constituents you are targeting in your phonathon, and click Search. Then click Export results.
  2. Select one of the phonathon call sheet templates from the Report Template dropdown menu.
  3. PDF reports are not previewable, so click on Save Export and then save your export. You'll be taken to a screen where you can view or download it.

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