What is Report Builder and how do I use it?
Report Builder is a powerful new data reporting tool in GivePanel that has been built for you to run large more complex reports.
- Go to Account Settings > Reports
- Click on the "Add New Report" Button
- Choose your dates (Report Builder is built to help you run large date ranges)
- Select your Report Type (we will be adding more report types over time)
- Choose the columns you want to include in your report
- Enter your email address
- Click Email report and you will receive an email when your report is ready
- You will also be able to download the report directly by clicking the timestamp label under the email report field where it says "Past reports"