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"

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