What to review before you start
Record the date range, data sources, and exclusions with the report. Before sharing, confirm the recipients need the donor-level details included. Validate totals against the source before treating an export as the finance record.
- Write the question and identify the person using the answer.
- Select a period, fields, filters, and clear metric definitions.
- Reconcile the result and review the intended audience before sharing.
Common questions
How do custom reports differ from a dashboard?
A dashboard summarizes recurring measures. A custom report addresses a specific question using a selected period, fields, and filters.
What should accompany a report export?
Include the reporting period, source coverage, metric definitions, and known exclusions so another person can interpret the figures correctly.