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"
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us