---
title: "Report Categories"
slug: "report-categories"
updated: 2026-05-11T03:03:35Z
published: 2026-05-11T03:03:35Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-IKDUUWGM.png){height="100" width=""}

Available report areas depend on your [package](/v1/docs/packages-and-views), 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.

:::(Info) ()
See the following pages for step-by-step instructions.
* [Asset Reports](/v1/docs/asset-reports)
* [People - Notes Reports](/v1/docs/people-notes-reports)
* [People Reports](/v1/docs/people-reports)
:::

***
## 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.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-AQ4J1ZQU.png){height="150" width=""}

#### 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

:::(Info) ()
See [Special Reports](/v1/docs/special-reports-2) for more details on each one.
:::
***
## 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.
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KCRTXFTO.png){height="100" width=""}

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.

:::(Info) ()
**Note:** Creating and editing global reports requires the appropriate report management permission.
:::
***
## 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](/v1/docs/finance-reports) for details.

:::(Info) (Related Articles)
[About Reports](/v1/docs/about-reports)
:::