Creating a report
In this article:
- Where do I start, in the Constituents or the Fundraising tab?
- Creating a custom report
- Using a pre-built report template to create a report
- Setting up your own pre-built report template
One of LGL’s core functions is the ability to quickly and easily search on the data stored in your account and then either view it online or export it into a report. You can approach reporting in multiple ways, so we recommend before you get started that you spend some time thinking about the kind of report you want—the best way to create it can vary depending on the information you are looking for.
You can create a report in LGL in two primary ways:
- Use one of the pre-built report templates provided in your account (located in the Reports menu)
- Create a custom report that you design yourself
Where do I start? The Constituents or the Fundraising tab?
The answer depends on whether you want your results to be grouped by constituent or by gift.
If your question begins with “Who?” start in the Constituents tab. For example, “who has made large gifts this year?” or “who has given each of the past five years?” Read detailed instructions on generating a report from the Constituents tab.
If you need details on individual gifts, start in the Fundraising tab. For example, “which gifts came in during last month that we took to the bank?” or “how many gifts did we receive last year and what was the total?” Read detailed instructions on generating a report from the Fundraising tab.
Once you’ve decided where you want to start, you can then search for the criteria you need and generate your report.
For information on creating searches, read these Knowledge Base articles:
For step-by-step information on creating reports, read Building, customizing, and scheduling reports.
Creating a custom report
A custom report can be created from either the Reports tab or by starting a search in one of the main navigation tabs, for example, Constituents, Fundraising, or Activity.
When creating a custom report, it’s a good idea to start in the Constituents tab or the Fundraising tab rather than directly from the Reports module. The reason for this is better visibility into your search query. In the Constituents and Fundraising tabs, you can see the results of your search, whereas in the Reports module you don’t see the data. You can then click "Export" to generate a report from your search results.
Compare the two screenshots below.
Search query from the Constituents tab
Search query from the Reports module
Using a pre-built report template to create a report
Pre-built reports provided with your account include constituent reports, fundraising reports, volunteering reports, and more. The Reports tab, located in the Home menu in your account, is a good place to start if there’s a report available there that you want to use. It's a good idea to become familiar with pre-built reports by type before building your report from scratch as this can save you time.
Most report templates can be edited, copied, or exported:
- The Edit option lets you change the report itself. When you save it, you will overwrite the old report (both the search criteria and the output fields).
- The Copy option gives you a new copy to work with, which you can then save with a new file name.
- The Export option sends you straight to the Reports page, where you can save and download the report.
Setting up your own pre-built report template
Choosing a pre-built report template to populate your export/report with pre-set columns requires selecting an option from the Report Template dropdown menu on the Customize tab in the report builder, as shown here:
When you select one of the available report templates and check the "This is the default constituent report template " box, the report template you selected becomes the default report template and will remain selected for future reports that you build:
If you make a different report template selection, you'll have the option to select that new report template as the default:
You can also select custom columns and, if you want to export this data into a report on a regular basis, create a new default report template option from your custom selection: