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
How to Create a Report - Step by Step Guide
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 Dashboard
The Create a report window will appear > There are various one-click reports that you can choose from. You can also choose to create a custom report and you can apply your desired filters to the report there.
One-Click vs. Custom
One-Click Reports will give you a list of pre-created reports where the filters have already been automatically applied to these reports. You can find reports of: contacts, transactions and volunteer records.
You can create custom reports where you can start from scratch and add the filters yourself or you can also use this if the report that you are looking for is not on the one-click reports.
(1) Custom Contacts Reports
This resource will allow you to look at lists of all the individuals and companies in your Keela account.
(2) Custom Transactions Report
This resource will allow you to look at the list of all your donations and revenue payments (or both at the same time!) in your Keela account.
(3) Custom Donations Report
This resource will allow you to look at the list of all your donations in your Keela account.
(4) Custom Revenues Report
This resource will allow you to look at the list of all your revenues in your Keela account.
(5) Custom Volunteer Records
This resource will allow you to look at lists of all the volunteer activities that have been logged in your account.
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 one-click suggested Reports from the most commonly used Filters to save you time. These can be found when you click one click.
Can I export a report?
Yes! You can export any report to a csv file by clicking the export button from the data tab of the report.