CommunitySuite hosts a variety of different reporting options to look at the data collected within it. There are four options to consider when looking to extract data: Standard Reports Financial Reports, Filter Reports, and Custom Reports. Each type of report offers distinct benefits depending on what you’re looking to accomplish with the data.
For a brief summary on when each reporting type should be used, please refer to the following article:
Standard reports summarize the data within CommunitySuite utilizing pre-defined criteria. The full list of standard reports can be accessed by navigating to Reports from the Home page.
Each standard report can also be accessed from its respective page. For example, the Donations Report can be accessed from the Donations page by clicking Reports in the left side menu on the Donations page then selecting a date range.
For more information on Standard Reports, please refer to the following article:
Financial reports offer a look into the transactional and financial aspects of data entered into CommunitySuite. To access the financial reports, navigate to Financials from the Home page. There are eleven different types of financial reports: Balance Sheet, Income Statement, Cash Flow, Cash Balance, Audit Report, Fund Balance, Trial Balance, Detail Trial, Under Water, Func Expense, and Investment.
For more information on financial reports, please refer to the following article:
Filter reports offer a snapshot of information related to the following: Profiles, Donations, Grants, Scholarships, Pledges, General Ledger, Logs and Notes. Filter reports are available in the left side menu of any of the aforementioned pages through the Filter Report option (with the notable exceptions of the General Ledger and Profiles pages).
The general ledger filter report is available through the Filter List on the left side menu of the General Ledger page.
The profiles filter report can be found under the List option on the Profiles page.
For more information on running a filter report, please refer to the following article:
Custom reports offer the most flexible view of data within your CommunitySuite site. These reports are most useful for non-financial data and allow a user to customize the field selection, filtering, aggregations and sort orders. To access custom reports navigate to the Reports page.
For more information on creating and running a custom report, please refer to the following articles:
All reports can be exported once they have been run, and the export will include all filters and formatting. Within the left menus of any standard, filter or financial report you’ll see the options to either Print Page (Export a pdf version of the visible data on the page) or Export CSV (Export all report data with applicable filtering and formatting to excel).
Custom reports may also be exported via the Export button at the top of the report once it has been run. This option will export a CSV version of the report.
The Print Page option will also be visible in the left side menu of any custom report.