Report Categories

Reports are organized into several categories on the Reports screen, making it easy to find the report you want or create a new one. Here's what each category contains:

Report Areas

Report Areas are custom reports you build yourself using the Report Builder. They let you filter, search, and export data from different areas of infoodle.

Available report areas depend on your package, but typically include:

• People — the most common report type. Filter and export contacts by any criteria (name, group, custom fields, donation history, etc.)
• Assets — inventory and asset records
• People - Notes — contact notes and notes history
• Attendance — (if enabled) attendance data for groups and events

Each area has its own set of fields and filters you can use. Select a report area, set your criteria, choose which columns to display, then generate results on screen or export as Excel or CSV.

Special Reports

Special Reports are pre-built reports for common use cases. These have their own screens and don't require you to build criteria from scratch.

Special Reports include:

• Attendance — who attended or missed events for a group over a date range
• Attendance Visitors — visitor counts recorded against events
• Attendance Notes — leader notes for group sessions
• Donor Reports — giving summaries and donor analysis
• Pledge Reports — pledge status and giving projections
• Volunteer Hours — hours logged and volunteer summaries
• Archived People — people who have been removed or archived
• Email Failures — bounced emails and send failures

Your Reports

Once you've created and saved a report (either from a Report Area or Special Report), it appears under Your Reports on the Reports screen.

These are reports only you can see and use. To save a report:

• Build your report and set your criteria
• Click Save
• Give it a name
• Keep it as a personal report (the default)

Next time you want to run this report, simply click it from the Your Reports list — your criteria are already saved, so you just click Generate to run it.

Group Reports

Group Reports are saved reports that are visible only to members of a specific group.

To create a group report:

1. Build your report and set your criteria
2. Click Save
3. Give it a name
4. Choose Group Report and select the group
5. Save

All members of that group can now see and use the report from their Group Reports section on the Reports screen. This is useful for team leads who want to give their team access to specific reports without sharing them organization-wide.

Global Reports

Global Reports are saved reports visible to everyone in your organization.

To create a global report:

• Build your report and set your criteria
• Click Save
• Give it a name
• Choose Global Report
• Save

All users with report permissions can now see and use the report from the Global Reports section on the Reports screen. This is useful for standardized reports that multiple teams or the whole organization needs to run regularly.

Finance Reports

Finance Reports are special pre-built reports for financial analysis, including transaction summaries, pledge tracking, campaign analysis, and audit trails. These appear under Reports > Finance Reports.

See Finance Reports for details.