I can't find my custom reports tab

Kristin Enns-Kavanagh

• May 03, 2021 20:06

Hello, I'm training and watching the video on how to create a report (https://support.keela.co/hc/en-us/articles/360039863871-How-to-Create-a-Report) but when I go to create a report in Keela, there is no custom or suggested reports shown. Am I missing something? 

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• Official comment

  

  Maggie Dubyk

  • May 05, 2021 18:40

  Hi Kristin!

  Happy to help! When you are in Keela's 'Reports' tool, click on the button 'Create Report'. Once you click on this button, you will be presented with three report types: Contacts, Transactions, and Volunteers. When you click on a report type you will be presented with reports that you can customize by adding filters (e.g. All Contacts). We also have pre-made reports that are commonly requested by users (e.g. Active Recurring Donors). 

  I would recommend creating a few reports as practice, just to get the hang of the type of data each report pulls and try customizing it using the Filters button in the report. For more information on how filters work, head to our article on 'How to use Filters'! 
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  Kristin Enns-Kavanagh

  • May 05, 2021 22:12

  Thanks Maggie! 

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