Reports differ from Queries. A query is an ad-hoc list you build; a report is a polished, pre-built view with charts, comparisons, and delivery options.
The report library
The library groups reports by category. Pin the ones you read often—pinned reports rise to the top.| Category | Covers |
|---|---|
| Giving | Contributions, designations, accounts, top donors |
| Recurring | Pledges, subscriptions, churn and drift |
| Memberships | Tiers, renewals, lifetime value |
| Events | Performance, profit & loss, fundraising |
| People | Acquisition, retention, donor health |
| Acquisition | Forms, sources, attribution |
| Geography | State, congressional district |
| Engagement | Email signals, score tiers |
| Operations | Reconciliation, refunds |
Membership reports appear only when the Memberships module is enabled.
Where to go next
Run a report
Open, filter, and read any report.
Export & schedule
Save views, export to PDF/CSV, and automate delivery.
Report catalog
Browse every report and what it shows.