Reports help you understand what is happening across HelpOne and share results with your board, funders, and team.
Common report types
- Donation and campaign summaries
- Volunteer hours and participation
- Contact lists and exports
- Expense reports
- Event registration and attendance (including participant lists)
- Giving history by donor
How to run a report
- Go to the Reports or Insights section in the main navigation.
- Choose the report you need.
- Set filters (date range, campaign, event, etc.).
- Run the report.
- Export to Excel or PDF if you need to share or further analyze the data.
If you need a report that does not appear to exist, ask your administrator -- some reports can be customized or added.
