Want to filter a list of Contacts by a specific value? Want to see a list of donations that were made between a certain date? Reports can help you do this and much more!
Reports Training Video
Note: The design of the Create a Report window has recently changed. Please refer to the screenshots below for an exact visual.
How to Create a Report - Step by Step Guide
Choose a Report Resource
Think of your Keela account as a house full of different "resources". There are Contacts, Donations, Revenue payments, and Volunteer records stored in this house. These are all different types of "resources" that you can use the Reporting tool to examine.
When you choose a resource, you tell the Keela system what exact type of information you would like to look at.
To get started, click on Reports in the sidebar > Click on Create Report
The Create a report window will appear > There are three types of Resources that you can choose from
This resource will allow you to look at lists of the individuals and companies in your Keela account. Choose this report if you would like to see a list of Contact profiles in your Keela account.
This resource will allow you to look at lists of donations and revenue payments (or both at the same time!) in your Keela account. Choose this resource if you would like to look at specific fundraising transactions that have been logged on your Contacts' profiles.
(3) Volunteer Records
This resource will allow you to look at lists of volunteer activities that have been logged in your account. Choose this resource to look at specific volunteer hours or dates that have been logged on your Contacts' profiles.
Choose a Report Type
As you flick through the three different resources, you'll notice that the Report Types on the right change.
Click on the Resource that you would like to create a report from > Click the Report Type that you would like to create > Click Next
You've created your report! Head over to our Navigating a Report's Overview Tab article to learn how to read your Report and apply Filters!
Does Keela have any pre-made Reports that I can choose from?
Yes! In the next article, we'll be speaking about where you can find the Filter tool to make your Report more specific. But we've also created some suggested Reports from the most commonly used Filters to save you time. These can be found on the Contacts resource - use the scroll bar to view them all.
Can I export a report?
Yes! You can export any report to a csv file by clicking the export button from any of the report tabs.