Contents
Saved Report Types
Giving Levels
Find Report Settings in Global Settings cog Global Settings Reports.
Saved Report Types
To set up your custom report types, navigate to Global Settings cog Global Settings Reports Saved Report Types. From here, add the categories of reports that you need, and click Submit.
Now, when you save a report, you can select a Custom Report Type.
When you add the Saved Reports Widget to a dashboard, you can filter by custom report type.
Giving Levels
Giving Levels let you report on the different donation and pledge ranges of your constituents. They do not affect your front-end forms.
To create Giving Levels, navigate to Global Settings cog Global Settings Reports Giving Levels.
Change the amounts in the "to" field to adjust the levels. This will automatically calculate the corresponding "from" column.
You can then use the Income Analysis Report to see your incoming transactions grouped by these levels.