Reports

Reports turn your CRM data into counts and totals grouped by the attributes you care about. You build each report at /reports by choosing what to report on, picking one or more Measures to aggregate, optionally grouping by Dimensions, narrowing with Filters, and selecting a visualization. Run a preview to see results, then save the report to re-open and re-run it later.

What you can report on

Each report targets exactly one entity. Four entities are available, each with its own set of dimensions, measures, and filters:

• Transactions — gifts and other recorded transactions. Measures are "Count", "Total (cents)", and "Average (cents)". Dimensions include Month, Type, Currency, Source, Fund, Acknowledgment state, and Tax receipt state.
• Deals — sales-pipeline deals. Measures are "Count" and "Total (cents)". Dimensions include Status, Stage, Pipeline, Currency, and Month (created).
• Engagements — engagement-score events. Measures are "Count", "Total score", and "Average score". Dimensions are Track and Month.
• Contacts — your contact records (deleted contacts are excluded). The only measure is "Count". Dimensions include Lifecycle stage, Source, Country, Industry, Company, and Month (created).

Creating a report

On the Reports page, click New report. The dialog asks for a Name (required) and the entity to report on, picked from the dropdown labeled Measures. Click Create report and the new report opens in the builder, where you choose its dimensions, measures, filters, and visualization.

A new report starts empty, so it cannot run until you add at least one measure. If the name is blank, creation is rejected with "A report name is required." The entity you pick here is fixed for the life of the report.

Choosing measures, dimensions, and filters

The builder's left panel holds four cards. Setup holds the report Name and the Visualization picker. Measures, Dimensions, and Filters each list the options available for this report's entity.

• Measures are the values aggregated per group, such as "Count" or "Total (cents)". Tick at least one — a report with no measure cannot run. The card prompts "Pick at least one value to aggregate."
• Dimensions are the columns to group by, such as Stage or Source. They are optional: with no dimension, the report returns a single aggregate row. Tick one or more to break the measures down per group.
• Filters narrow which rows are counted. Click Add filter to add a row, then pick the field, an operator, and a value. With no filters, the card reads "No filters — the report covers all" of that entity.

The operators a filter offers depend on the field. The full vocabulary is "equals", "does not equal", "is one of (comma-separated)", "greater than", "greater than or equal", "less than", and "less than or equal". Text fields typically offer the equality and "is one of" operators, while date and timestamp fields offer the comparison operators. The operator dropdown shows only the operators valid for the field you pick. For "is one of", type the value field as a comma-separated list (the placeholder shows a, b, c).

Reporting on money amounts

Money-summing measures — "Total (cents)" and "Average (cents)" on Transactions, and "Total (cents)" on Deals — never sum across currencies. To run a report that uses one of these measures, you must either add Currency as a dimension or pin a single currency with an "equals" filter on Currency.

Previewing and saving

Click Run preview to execute the report with the current settings; results render in the right panel using the selected visualization. The preview runs against live data and may take a moment on large datasets. Before you add a measure, the panel shows "Pick a measure and run a preview to see results." and a hint to "Add a measure to run this report". When a run returns nothing, you see "No rows matched. Adjust the filters and run again."

Click Save (top right) to persist the report's name, measures, dimensions, filters, and visualization. A saved confirmation reads "Saved." Saved reports appear in the table on the Reports page and can be re-opened and re-run at any time. All reports returns you to the list.

Visualization types

Pick a visualization from the Visualization dropdown in the Setup card. Result columns are always ordered dimensions first, then measures.

• Table — rows and columns, one column per dimension and measure.
• Number — a single large aggregate value (the first measure of the first row). Best for a report with one measure and no dimensions, such as a contact count.
• Bar — one horizontal bar per row, with the first dimension as the label and the first measure as the bar length, scaled to the largest value.
• Line — a trend line plotting the first dimension on the x-axis and the first measure on the y-axis. A line needs at least two rows; a single-row result falls back to a table.

Bar and Line read only the first dimension and first measure; extra dimensions and measures still appear in the underlying Table view. All four visualizations render in-browser with no external charting library.

Result limits and ordering

A report returns up to 500 rows by default, capped at 1,000. Rows are ordered by the first measure, largest first, so grouped reports surface the biggest groups at the top. There is no pagination in the result view, so very large tables render every row at once.