Build custom reports and manage aliases and columns

Create an Online Giving report layout

1. Open Online Giving → Reporting → Custom Reports.
2. Choose New Custom Report, or open an existing report to edit it.
3. In Report Basics, enter Custom Report Name. Choose Gift Row Report for one row per gift/payment, or Designation Row Report to show split allocations on separate rows.
4. Click Save & Next to open Columns. Add or remove the fields you need. Column changes update the report immediately; use Exit when finished.
5. To export, go to Online Giving → Reporting → Donations, choose your date/record filters, select the saved layout under Select your Report, and click Download Report.

A layout determines columns, not the date range or gift population. Check known records and avoid summing a full gift amount repeatedly across designation rows.

Aliases and other products

In Custom Reports → Report Column Aliases, manage supported column labels. Renaming a column does not change its source value. GC-created templates, where offered, provide starting layouts; check a copied report rather than assuming future template changes update it.

Events has its own custom-report builder and row types for guests, activities, payments and deposits. Use that product’s reporting workflow for event registrations rather than expecting an Online Giving report to contain every event field.