Beyond the standard customizable donation report that you can create on GiveCampus, you and other GiveCampus administrators also have the ability to create unlimited custom reports.
By using custom reports, you have the flexibility to capture specific fields in the exact order you want, either for regular reporting or one-time use. To create custom reports, go to Online Giving > Reporting > Custom Reports.
The main capabilities provided by custom reports are the ability to:
- Share custom reports among school-level administrators.
- Edit or delete the report(s) they created (others cannot delete yours)
- Clone a report created by you or a team member
- Rearrange additional fields in whatever order is desired
- Break out multiple affiliations into their own report column
- Split multi-designation gift information into separate columns or separate rows
- Define column header aliases to match your expected output
Each of these is explained below:
1. Share Reports Among Administrators
When a custom report is created by one administrator, this report becomes accessible to all full level administrators within an institution. These reports can be found on the main “custom reports” tab.
2. Edit or Delete Your Custom Reports
A custom report can be edited by the report creator or a user with fundraising superadmin privileges. To edit a custom report that you created, click the pencil icon.
Important: any changes to the columns in the report will take effect immediately.
When a custom report is created, it can only be deleted by the administrator who created it. This is to ensure that administrators do not accidentally delete each other’s reports. To delete a custom report which you created, click the trash icon and confirm deletion.
3. Clone Any Custom Reports
If there is a custom report to which you would like to make a slight tweak without reinventing the wheel, you can simply “clone” your custom report. To clone a report, click the copy icon.
4. Rearrange Additional Fields
Previously, all administrator-created additional fields were stored in the 'additional_fields' column. Now, you can select specific additional fields to have their own columns and arrange them in any order within your custom report. All available fields appear on the left side of the Columns page in the custom report builder, organized by category.
5. Separate Affiliations into Report Columns
Standard donation reports include an 'affiliation' column that shows a donor's selected affiliation. In custom reports, you can create separate columns for each affiliation type.
When you separate affiliations into individual columns, they display different values: for affiliations with class years (like "Alumni"), the column shows the specific year (e.g., "2018"); for affiliations without class years (like "Friend"), the column shows "TRUE."
If a donor hasn't selected a particular affiliation, that column remains blank—for instance, if someone identifies as "Alumni," their "Parent" column will be empty.
Note: For donors with multiple affiliations but no class year entries, the column will display "[]" rather than "TRUE" to match the selected_affiliations column format.
6. Split multi-designation gift information into separate columns or separate rows
If you are leveraging multi-split designations you can now create custom reports that have split gift information broken out by either report columns or rows.
- Gift Row Report: Split designations will be represented in multiple columns. Be sure to select all 15 fields named designation_name_#, designation_backend_#, and designation_amount_#.
- Designation Row Report: Split designations will be represented on their own rows in the report. Be sure to select the designation field when building your report.
- Note: Additional gift value associated with donors covering payment processing will be listed in an additional row but will not have a designation listed.
7. Define column header aliases to match your expected output
To change the name of the column headers so the report file can be easily loaded into your CRM, for example, define column aliases to rename the default GiveCampus field names.
Define a column alias by visiting the “Report Column Aliases” tab of Custom Reports and clicking “New Alias.” Select which default column name you would like to rename and provide a new name (alias) that will be used in the corresponding files.
If your file requires a blank column (for formatting purposes), select “blank column” as your default column name.
Custom Report Templates
GiveCampus also provides a set of pre-built templates to help you start using custom reports right away! Learn more about report templates in this article.