Reports
The seven reports
What each built-in report answers, who it's for, and how to save and schedule it.
2 min read · Updated October 31, 2026
Every report filters live data, exports to CSV, and can be saved and emailed on a schedule. Everyone on your team can view reports; downloading and scheduling needs the Finance, Admin or Owner role.
| Report | Answers | Typical filters |
|---|---|---|
| Gift detail | Every gift, one per line, with donor, date, amount, fund, campaign, method, fees and receipt number. "The export your bookkeeper wants." | Date range, fund, campaign, status, source (online / recorded / imported) |
| Donor list | Who gave in a period, with lifetime totals, contact details and tags | Gave between dates, minimum lifetime total, has email/address |
| Campaign progress | Raised vs goal per campaign, number of gifts, average gift | Campaign, date range |
| LYBUNT / SYBUNT | Donors who gave Last Year (or Some Year) But Unfortunately Not This year: your lapsed-donor call list | Year |
| Donor retention | What share of each year's donors gave again the next year, over 3, 5 or 8 years | Span |
| Fund summary | Totals by fund (restricted vs unrestricted), with gift counts | Date range, fund |
| Deposits | Each Stripe payout and bank deposit batch with its gifts, fees, refunds and disputes, tied out to the cent | Date range, source (Stripe / manual) |
Common uses
- Weekly to the bookkeeper: Gift detail (last 7 days) and Deposits.
- Board meeting: Campaign progress and Fund summary for the quarter, Donor retention year-over-year.
- Fall appeal: LYBUNT as a call list.
- Thank-you calls: the pending list in Thank-yous (not a report, but it's the same question).
Limits
CSV exports contain up to 20,000 rows for Gift detail and 50,000 rows for donor-based reports; narrow the date range for larger sets. Numbers are in US dollars; times are in your organization's time zone.
Dashboard
The Dashboard summarizes the same data (recent giving, recurring, attention items such as past-due plans and QuickBooks errors); the reports are where you drill in.
Not finding a report?
Most "custom report" needs are a filter on Gift detail or Donor list plus a saved schedule. If yours isn't, tell us what question you're trying to answer.