Build any report you need
effortlessly
Create custom financial reports with drag-and-drop simplicity. Choose columns, filters, and grouping. Save configurations and run them anytime with one click.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Powerful Report Building
Complete flexibility to create the reports you need
Column Selection
Choose exactly which columns to include. Date, amount, category, fund, payee, and any field you need.
Flexible Filtering
Filter by date range, category, fund, ministry, amount range, and more. Combine filters for precise results.
Grouping Options
Group data by category, fund, month, payee, or any field. See subtotals and summaries.
Custom Sorting
Sort by any column ascending or descending. Multiple sort levels for complex ordering.
Report Settings
Configure headers, footers, and formatting. Make reports look exactly how you want.
Save Reports
Save custom report configurations for reuse. Run the same report each month with one click.
Share Reports
Share saved report configurations with team members. Everyone runs reports consistently.
Export Options
Export to PDF, Excel, or CSV. Get data in the format you need for any purpose.
Scheduled Reports
Schedule reports to run automatically. Receive them by email on your preferred schedule.
Visual Options
Add charts and visualizations to reports. Combine data tables with visual summaries.
AI Assistance
Describe the report you need and AI helps build it. "Show me expenses by category last quarter."
Report Templates
Start with pre-built templates for common needs. Customize from a solid starting point.
Build any report you need with drag-and-drop
Save and reuse custom report configurations
Export to PDF, Excel, or CSV
Schedule automatic report delivery
Get AI help building complex reports
Use Cases
Real-world applications
Audit Requests
Build exactly the report auditors need. Filter, group, and sort data to match their requirements.
Board Requests
When board members ask for specific data, build a custom report instantly. Save for next time.
Ministry Reviews
Create ministry-specific expense reports. Filter by ministry, group by category, compare to budget.
Donor Analysis
Build giving reports filtered by fund, date range, or donor segment. Understand giving patterns.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
How do I build a custom report?
Click "New Report," select the data type, choose columns, add filters, and set grouping. Preview results and adjust until you get exactly what you need, then save for reuse.
Can I save and reuse custom reports?
Yes! Save any report configuration with a name and description. Run it again anytime with one click. Share saved reports with team members.
Can the AI help me build reports?
Yes! Describe what you need in plain English: "Show me expenses by category for Q1" and the AI suggests the right configuration. Refine from there.
Can I schedule custom reports to run automatically?
Yes! Schedule any saved report to run and email on your preferred schedule — daily, weekly, monthly, or custom intervals.
Still have questions?
Contact our support team